Prior to licensing Microsoft Dynamics CRM, many of our customers were using a different CRM platform. A common issue that comes up during the implementation planning phase is how to safely move data and objects from an old CRM system to a new platform, without having to manually key data or recreate objects in the new system.
While transitioning to a new CRM system offers many benefits, strategies for retaining as much of the existing data as possible must be considered in order to avoid data loss and significant business interruption during the migration. Learn about CRM migration best practices, perform advance planning, and assemble a qualified team to manage and perform the migration.
ASCENTREN's team has extensive experience migrating data from many different tyes of CRM systems to Microsoft's modern Dynamics 365 CRM platform. We use tools and other proven methods of transferring data and objects from old CRM systems into the new system in order to reduce unnecessary complexities and smooth out the transition.
Historically, ASCENTREN has moved data from some of the most complex CRM platforms to Dynamics CRM. Our experience includes migrations involving ACT, Salesforce, Salesnet, Pivotal CRM, GoldMine, Saleslog!x, Parature, Oracle / Peoplesoft and Maximizer CRM. If your organization currently uses any of these systems, or others, it should help to know that there are ways to avoid losing data during the migration process.