With the growing expansion of digital commerce and the increasing complexities of business processes, millions of companies around the world are quickly employing and adopting various applications that ease their operations. Among all the other solutions used, a Customer Relationship Management (CRM) platform is perhaps the most important to the business owner. A CRM solution is the platform where all the customer-related data and information is maintained.
Microsoft Dynamics 365 CRM is one of the most sought after CRMs in the market today. With its wide variety of offerings, Dynamics 365 CRM can help businesses churn out the maximum efficiency from their operations. Adopting Microsoft Dynamics 365 CRM has become a trend for successful organizations but migrating critical business data from an old system to Microsoft Dynamics 365 CRM is still a complicated and tedious task. Data Migration can be a complex and cumbersome process, more complex than people realize – most data migration solutions only transfer Master data, and not Transactional Data, which is as much valuable and do to bring coherence of work. However, the problems of data migration can be easily dealt with if we follow certain guidelines and built a solid strategy that helps organizations seamlessly transfer data from one system to another.
In light of this, we at APPSeCONNECT recently organized a webinar titled “Successful Data Migration to Microsoft Dynamics 365 CRM: Strategy and Best Practices”, which talked about the do’s and dont’s of data migration, the intricacies involved in the process and how a user can better understand the system. For organizations aiming to seamlessly migrate their existing data to Microsoft Dynamics 365 CRM, this webinar was aimed to help you learn the correct approach, best practices and actions involved during the process.
The webinar was held on 30th July 2020 and the key points covered were:
- Introduction to Data Migration
- A Guide to Prepare Templates
- Ways to do Data Cleaning
- Options for Data Import
- How to do Data Verification
- Successfully Migrating Data to Dynamics 365 CRM
The webinar was presented by Mr. Narottam Das, VP Process Strategy at InSync Tech-Fin Solutions. He is a proactive business strategist, CRM and Data Migration expert. He is also an avid reader and loves to find newer and better ways of solving things.
We would like to thank all the attendees who joined this amazing webinar. We hope it was useful. In case you have missed the webinar, you can check this Webinar Recap which we have recorded:
On Demand Webinar
Webinar: Successful Data Migration to Microsoft Dynamics 365 CRM – Strategy and Best Practices
Here are some of the questions addressed during the webinar:
1. What are the major things that we should avoid during CRM data migration?
ANS – CRM Data Migration can be a tedious and sensitive process and you would not want petty issues lengthening your CRM implementation. Some of the things you should avoid while migrating data in your CRM are:
- Reusing all the junk data
- Doing all the task yourself, and not taking help of professionals
- Performing data migration without test runs
- Incomplete knowledge of the platform and process
- Lack of proper testing
- Not planning for an extensive, scalable process
- Not documenting data migration
2. Will a Data migration tool be a better option to execute CRM data migration?
ANS – A data migration tool is always going to be the best option for migrating your CRM data. These tools are easily customizable and scalable to suit the requirements of your business. These tools provide huge flexibility during the process and help in automating the operations. Also, the costs incurred with these tools are less. Most of these tools are equipped with the latest security protocols so worrying about your data loss is not needed too.
3. Is the data transfer using APPSeCONNECT automatic or manual? If automatic, can we roll back in Microsoft Dynamics 365 CRM?
ANS – The data migration using APPSeCONNECT is completely automatic as APPSeCONNECT is a smart integration and migration platform that seamlessly conduct the process. However, if you wish to roll back, Microsoft Dynamics 365 CRM gives you that option.
To know more and follow the webinar in detail, watch the video above. Here is the Webinar SlideShare for you:
APPSeCONNECT is a smart and robust business application integration platform that seamlessly connects all your business applications with each other to streamline operations and facilitate the free-flow of data across the platforms. It also helps businesses by successfully migrating all their master and transactional data into new systems and helping them boost efficiency. By moving into the region of iPaaS, APPSeCONNECT proves to be a best-in-the-class platform that easily connects systems and automates the business process.
Now, you can easily connect all your business applications under one single platform to automate the business process!