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Microsoft Dynamics CRM is a great customer centric package created to attract, keep and develop profitable relationships with customers. One of the most prominent features of the CRM is its integration with Microsoft Office Tools that make it to be well-known to the majority of Internet users. It is also a scalable application that is able to grow alongside a business. The software is used all over the world to stay connected and productive wherever you are.

What data I can migrate?

Microsoft Dynamics Modules From To
Userspersonal Information about each user, e.g. First Name, Last Name, Email, LoginSupportedSupported
Leadsgathered data about an individual or organization collected from marketing campaignsSupportedSupported
Contactsconverted leads information about people in organizationSupportedSupported
Emails (attachments), tickets, phone callscommunication historySupportedSupported
Opportunitiesinformation about business deals with a customer or organizationSupportedSupported
Accountsa set of companies or departments contact details and other related dataSupportedSupported
Tasksassigned activities to the company members associated with the peculiar clientsSupportedSupported
Notesare used to write reminders, notifications, additional infoSupportedSupported

Extra Supported Migration

The migration of extra supported modules requires special treatment and peculiar data mapping. In order to migrate this data as well as other CRM information, please request a demo migration your personal account manager will contact you to assist you with the transfer.

Microsoft Dynamics Modules From To
Notes open text field with the short information that describes certain activity Supported Supported
Attachments documents that may be accossiated with peculiar module Supported Supported
Custom fields non-default field that is created to meet business requirements to the full Supported Supported
Emails assigned activities to the company members associated with the peculiar clients Supported Supported
Other Modules a set of companies or departments contact details and other related data Supported Supported
Modules and fields mapping may vary accordingly to your demands and business need, just request a demo migration and point out required peculiarities of data transfer.

How it Works

1. Register an Account or Log In

Register your Data2CRM account to start your CRM data migration. Complete the form by providing your name, email, a phone number and choosing a password. It will take a minute of your time.

Register an Account or Log In
Provide Your Current CRM System Details

2. Provide Your Current CRM System Details

The next step requires defining your existing CRM solution. You have to choose your current CRM from a drop-down menu, specify URL, and provide access credentials (login, password or API key).

Specify Your Future CRM Information

At this stage, you point out your new CRM URL, its type and access credentials (login, password or API key).

Note! In case you want to see your data on a new CRM, but haven't installed it yet, you may migrate to test SugarCRM, SuiteCRM or Vtiger platforms.

Specify Your Future CRM Information
Choose the CRM Modules You Want to Switch

3. Choose the CRM Modules You Want to Switch

After defining your existing and future CRM details, you should select the entities you want to migrate. Check out the boxes and activate the modules for a switch.

  • Accounts
  • Contacts
  • Tasks
  • Opportunities
  • Leads
  • Users
  • Notes

Also, you can set up the specific fields mapping on your own to comply with your business need. If you get a notification that some fields are not mapped, you should choose the available option on your new CRM. All the terminology used in the current solution will be preserved, so you can check the correctness of data before the switch.

Try Free Demo Migration

Now, you may start a free Demo Migration to your new CRM platform. The service also migrates the relationships between entities: accounts, contacts, tasks, opportunities and notes.

Apart from this, you may request customized demo migration to test how Data2CRM transfers default modules together with the custom fields, notes, attachments, emails, and other modules. Request a demo migration

When the Demo Migration to your new CRM is completed, it is important to check the results out immediately. Start reviewing Demo outcomes from the Contact module - inspect and compare the current and transferred records to ensure the accuracy.

Try free demo
Start Full Migration

4. Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
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Wow, you have a respectable database! Let's talk about the optimal quote for you

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Migration price start from: $59
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Migration price without additional entities: $59
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Microsoft Dynamics CRM is a registered trademark of Microsoft Corporation and/or its affiliated entities.

What our clients say

20+ CRMs in fully automated way and others in custom migration

Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn’t even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!

John Conway

edgelearningcommunity.com

To start with, working with Alex on the initial quote for the project went great. Lucy and migration team were easy to work with and made sure our data import went smoothly.

Ken Adams

netsapiens.com

Recently we decided to switch from Zoho CRM to vTiger so that we would have more freedom with customizing the CRM to our needs. However have used Zoho for almost a year already we had a large amount of data that required migrating. In addition to the migration, we had customization project occurring in parallel. In order to help things along we used Data2Crm to manage our migration from start to finish. Projects of this size are never flawless, but when the issue occurred the project manager handled them quickly, efficiently and professionally. I would highly recommend Data2CRM for any CRM migration project.

Kevin Carpenter

Carpenter Systems LLC

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