Dynamics CRM migration
We have been working with Dynamics CRM 2011 since its release and are experienced in the support of and migration from all previous versions to CRM 4 and CRM 2011 (CRM 5).
We can also provide migration from other CRM systems to Dynamics CRM. If you are currently using a previous version, our consultants will be pleased to discuss your CRM migration needs and provide practical advice on routes and options.
Here at Skyce we consider the following CRM data migration steps:
- Analyze (examining existing data and looking at overall business requirements)
- Assess (a number of decisions that need to be made around what data to keep and what data to migrate to Dynamics CRM)
- Normalize (creating structured relationships in Dynamics CRM database)
- Customize (customization can involve anything from adding new fields to creating custom tables to setting up validation rules to deploying scripted business logic)
- Map (a spreadsheet-based representation of where data will come from and where data will go)
- Extract (in many cases, data need to be pulled out of a legacy format and stored in an intermediary database such as SQL Server or MySQL)
- Transform (often, legacy data needs to be transformed before it goes into Dynamics CRM system)
- Merge (if your current database has a lot of duplicates, part of the data migration process may involve merging duplicate records)
- Test (before performing a final data migration, it's important to perform a partial import in order to make sure that the data is going into the right places in the new Dynamics CRM system)
- Migrate (testing CRM data import often reveals the need for some refinements to the data map or how data should be transformed. The final data migration is the last step before go-live)
- Cleanup (this may involve running scripts against all records or performing some manual record deduplication using a tool)