Migrating Data into Dynamics and CRM Online

July 13, 2015   //   Customer Relationship Management, , ,

Most Customer Relationship Management (CRM) projects we are a part of includes some amount of data migration from the legacy systems being replaced. Typically, the migration needs to be orchestrated in a fashion that it is testable and repeatable. At SWC, we use several techniques to achieve optimal data migration. Each has its place, and there are pros and cons to each approach.

ApproachProCon
Import from flat files using data import features native to CRMEasy to useLimited capabilities
Use Scribe software or another third partyEasy to useThird party licensing costs and setup costs
Use a SSIS package that utilizes CRM web services such as a data destinationOrchestration, automation, and exception
processing capability
Setup costs
Use a custom developed .Net application that uses CRM SDKUltimately flexibleExpensive to create and maintain

The Data-Driven, Systems Integration Case for CRM

More and more organizations are realizing the value of adopting a CRM system, or if they already have one in place, using SWC’s proven methodologies to step up a level in the CRM Maturity Model, our blueprint for evaluating where your are in the customer relationship management lifecycle. In doing so, SWC is helping organizations realize the value of their hidden data, particularly their sales and marketing data.

CRM-BLOG-GUIDE

Instead of pouring through mountains of data across spreadsheets and systems, CRM systems like Microsoft Dynamics CRM and Salesforce aggregate and centralize your data to provide you with rich, visual dashboards. Sales, customer service, and marketing processes are made simpler, and with automation tools you can build detailed customer profiles to more accurately qualify your customers and create targeted messages to move them through the sales funnel.

Another reason why organizations are utilizing CRM systems, and one that SWC has helped a number of customers with, is for the automatic integration capabilities with other systems like fulfillment or accounting systems. For instance, an organization can create orders in an ERP system and have those flow into CRM that track sales efforts and see revenue-related data.

Moving From On-Premises into CRM Online

For many reasons, more and more of our customers are moving away from on-premises solutions and moving into SaaS cloud-based models. CRM solutions are no exception. Lately, we have been helping out on a few CRM on-premises to CRM Online migrations. Microsoft doesn’t provide an easy way to bring your data into your new online tenant, so SWC has created a fast, flexible solution that can pull entity data from one CRM organization and load it into another.

If you are looking to move your on-premises Dynamics CRM environment to a cost saving online cloud-based solution, SWC can help you get there. Contact us now to discuss your data challenges.

Recommended Posts

If you enjoyed this post from Joe, please check out a few of our past related CRM posts.

Using Data to Drive Sales and Marketing Tactics
Data Tracking: The Foundation for Strong Business Development Tactics
Where Your CRM Implementation is Failing to Gain Traction and How to Fix It
Comparing CRM Software: Microsoft Dynamics vs. Salesforce
Everything You Need to Know About the Microsoft Dynamics CRM 2015 Release
Deploying On-Premise Dynamics CRM to Remote Users
Compete: How Developing a Solution for the Salesforce.com AppExchange Launched a New Company