Planning Your CRM Migration to the Cloud

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With remote work, the use of cloud-based tools has become widespread to support mobility and accessibility. To leverage their full potential, it might be a good idea to migrate your entire CRM solution to the cloud if you haven’t done so already. High data security, no infrastructure to manage, customization possibilities—these are just a few benefits of a cloud-based CRM solution like Microsoft Dynamics 365. You can even choose to implement a brand-new solution or migrate your data to an existing CRM in the cloud.

Either way, migrating your system to the cloud is the perfect opportunity to clean your database and redefine your processes. Here are a few things to consider to properly plan the migration of your CRM to the cloud.

Choose which data to migrate

The quantity of data to migrate will directly affect how long your migration will take. The method used to migrate your data can also impact the volume of data that can be migrated. Options are available if you need additional space, but you may also choose not to migrate all your data. For example, you may choose to migrate only accounts and contacts, and opportunities and activities after a certain date to keep the volume manageable.

Clean up your database

Every CRM solution eventually accumulates double (and triple!) entries. If your users are having a hard time finding information in the current CRM, migrating your CRM to the cloud will not fix this issue. Ask your users to delete or merge double entries to declutter your CRM, and implement deduplication rules to avoid this issue with the new solution.

Redefine your processes

Now may be a good time to rethink your organization’s processes. Some business rules and automations may be superfluous, and can be temporarily deactivated to see whether your employees actually need them. New versions also provide tons of new functionalities and improvements, which may have rendered some of your third-party products obsolete. By redefining your processes and identifying the needs that are not met natively by the solution, we can identify the products that are still relevant.

Analyze your custom forms and developments

A lot of custom code and forms that were necessary in the past are now available natively in Dynamics 365. As such, it’s a good idea to perform an analysis of your system to verify which elements are now included in the solution by default. This will facilitate the migration process and avoid redundant elements or overriding new forms with old ones, for example.

And lastly, have realistic expectations! Any migration process is a complex project that can cause some downtime and interruptions, so plan accordingly. A CRM specialist like JOVACO can analyze your current system and help you plan your migration to the cloud with the least impact possible on your operations. For more information, read our eBook Migrate Your CRM to the Cloud or contact us.

By JOVACO Solutions, Microsoft Dynamics 365 Sales specialist in Quebec


About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

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