Posts Tagged ‘data migration’

JourneyTEAM 's Logo The Functionalities of Microsoft Dynamics 365: Five Real-World Examples

From data flows and email flows to customer entitlements and multiple lookups, one company demonstrates the power and versatility contained in Dynamics 365. One of the biggest attractions to today’s CRM solutions is their ability to connect data from across an organization. From purchasing history and customer needs to current pricing and payment information, this …

The Functionalities of Microsoft Dynamics 365: Five Real-World Examples Read More »

BroadPoint, Inc.'s Logo Implementing A New CRM? Make Sure Your Data is Ready for the Move

If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM …

Implementing A New CRM? Make Sure Your Data is Ready for the Move Read More »

Connecting Software's Logo Why are Software Migrations Dreaded? The Best Tips for a Successful Migration Project

You are in charge of a software migration project. You could not resist the features and benefits of the new version you are going to install. That's all well and good, but how can you make sure you get the migration right? Fortunately, there are tactics and strategies you can use to handle your next …

Why are Software Migrations Dreaded? The Best Tips for a Successful Migration Project Read More »

Velosio's Logo Data Migration Tips for Dynamics 365

One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more you do, the more likely you will be successful in this endeavor. Below are some tips to help prepare for your Dynamics 365 CRM data …

Data Migration Tips for Dynamics 365 Read More »

Ledgeview Partners 's Logo Data Migration and Integration Paramount to Successful CRM Deployment

One of the primary goals of a well-designed and implemented Customer Relationship Management (CRM) deployment is for an organization to better understand and serve their clients’ needs resulting in increased loyalty and business development. To meet this goal, accurate, timely and pertinent information is crucial. One of the most critical aspects of a CRM implementation …

Data Migration and Integration Paramount to Successful CRM Deployment Read More »

's Logo Extreme2010 Report: CRM Innovation – Microsoft Dynamics CRM Add-On Product Spotlight

There are plenty of exciting Microsoft Dynamics CRM add on products showcased this week at Extreme2010 in Vegas. Listen to Jerry Weinstock, Business Development Manager for CRM Innovation tell you about the benefits of his products for Microsoft Dynamics CRM users. CRM Innovation – Enhancements for Dynamics CRM that are so easy to use, even …

Extreme2010 Report: CRM Innovation – Microsoft Dynamics CRM Add-On Product Spotlight Read More »

The TM Group's Logo Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too

If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion.   Just ask any sales person if he or she wants their notes and documents to come over too;  the answer will probably be …

Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too Read More »

RSM US LLP's Logo The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM

For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product.  For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In …

The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM Read More »

 

Show Buttons
Hide Buttons