Salesforce to Dynamics CRM Migration

Migration from Salesforce to Dynamics CRM

What is CRM?

Before we start with Salesforce to Dynamics CRM Migration, you must know what is CRM?

CRM stands for Customer Relationship Management, which refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle to optimize customer service relationships, assist customer retention, and drive sales growth. The market is overflowing with CRM solutions/software, but it is very important to make the right choice to grow your business. Both Dynamics CRM and Salesforce are CRM solutions/software.

Why Should you migrate from Salesforce to Dynamics CRM?

If you are considering a Customer Engagement solution for your organization, you will mainly come across two choices: Microsoft Dynamics 365 or Salesforce. These solutions are recognized market and feature leaders. Having helped a lot of clients make the migration from Salesforce to Dynamics 365 CRM, De Facto team understands well why the switch from Salesforce to Dynamics CRM is a must.  So, here we are with some reasons pointing to the conclusion that Microsoft Dynamics 365 CRM is the superior choice over Salesforce in CRM solutions:

  • Matchless integration with other technologies– This is the main reason that makes Dynamics CRM the leading choice. People invest in Dynamics CRM because of its seamless integration with other familiar Microsoft technologies. This solution works smoothly with apps, including SharePoint, Yammer, Outlook, and Office.
  • Costing: If you study the market, Salesforce is the most expensive CRM solution out there. The cost per user for Dynamics 365 CRM is nearly half as compared to Salesforce CRM. In fact, Dynamics CRM offers more features at a more reasonable price- a better value. Also, Salesforce has a reputation for hidden costs
  • Easy to use: Dynamics CRM is easy to use due in part to its similarity and compatibility of many well-known and well-used programs. Having something easy to use in your organization can be a distinct advantage.
  • Data Ownership: Your data is yours to keep, but that’s not something you will find mentioned in the Salesforce policies. Salesforce charges extra for API access or data backups, whereas, backups of your Microsoft CRM data are available upon request and API access to your data is taken care of in your subscription.

These are the key reasons that make Microsoft Dynamics 365 CRM the clear choice in CRM solutions.

Process

Migration Process

Dynamics CRM Data Migration is just five easy steps away:

  • Design/Plan: Find out the data sources and determine what needs to be migrated. This step is significant to find out how many records will need to be migrated for each entity, which will further be helpful in determining the most suitable migration tool, and each parties’ responsibilities. Once done, map fields from the source system to the corresponding target fields/entities in CRM.
  • Extract: Next, extract the data from the source system(s).
  • Transform: Transform the data so that it is compliant with the target system (Dynamics CRM) and ready to be imported. This process may include changing data types, modifying formats, and at times, data cleansing and de-duplication.
  • Load: Import the data into the target system. This can be done through automated scripts, tools such as Scribe or SSIS, or manually.
  • Verify: The last and the most important part of the data migration process is to verify if the data is migrated successfully. You can do this by comparing record counts, spot checking records, or by developing validation routines. To avoid the risks related to go-live, we highly recommend a test migration as a part of UAT. A client must do data validation/verification.

Choose the right Migration Tool/Approach

Before you initiate the data migration, you must select how the data will be transferred. To move data, you need a way to connect the two systems. For best data migration results, you must use one of the Microsoft Dynamics CRM data migration tools/approaches:

Scribe

Scribe should be considered for complex migrations and integrations, including scheduled jobs and data transformation. This Microsoft supported tool is a SAS tool that offers different packages to suit different levels of service needs. This is a superb tool if you want to integrate with other databases that might not have an adapter built. The file format that is preferred if flat is .csv. For Scribe, all you need to know is the tool and SQL scripting. It is a highly used approach as it is easy to use because of a user-friendly UI.

Visit the link below for Case Study: Salesforce to Dynamics CRM Migration Using Scribe

https://www.defactoinfotech.com/salesforce-ms-dynamics-crm-migration-using-scribe/ 

Manual

This is a manual approach towards migration, using CSV file exports from Salesforce to import into Dynamics CRM. This requires field name translation in the CSV file and likely sorting out/deleting unwanted data to build the files. This approach is recommended only for very simple migration environments where the data is limited to 2-3 major entities, and need minimal customization. Many people initially consider this approach but then finds it rarely practical once they decide that they want a wider view of their customers with sales and service information.

SSIS (SQL Server Integration Services)

SQL Server Integration Services is a component of the Microsoft SQL Server database software that can be used to perform a broad range of data migration tasks. SSIS is a platform for data integration and workflow applications.

This approach uses SQL Server Integration Services (SSIS) and the CRM Software Development Kit (SDK) to send data from multiple data sources to CRM through the CRM web service API. This approach requires a skilled .Net Development and a SQL Server database administrator. As the data goes through the CRM web service API, this option is fully supported.

SSIS has a very intuitive workflow designer that can bring multiple endpoint data together and send it on to the destination data points such as CRM.

An SSIS package is recommended when there is a tremendous amount of data to be moved, millions of records. SSIS performs the same functionality as Scribe but it is a package being coded instead of the use of a UI. SSIS packages are powerful and transfer huge amounts of data faster but could take more time to develop then building a Scribe job.

Most customers have an installation of Microsoft SQL Server and can use SSIS without spending any extra money, so the toolset cost becomes one of these adapters.

One such commonly used SSIS solution is:

KingswaySoft: KingswaySoft is an integration toolkit built on SQL Server Integration Services (SSIS). It is an on-premise solution, but can be cloud if installed on a virtual machine in Microsoft Azure or Amazon AWS). This tool can be intimidating if the user is not a developer since you have to develop within Visual Studio or SQL Server Management Studio (SSMS).

Conclusion:

The unique needs of your organization decide the tool you need. If you want to import only accounts and contacts, the Import Wizard is the choice. In case, you have huge data to move or a lot of records linked together, then Scribe is all that you need. Whereas, if you have more than one integrations to complete, you have to develop an expertise in Scribe or SSIS. If you have a technical person who can do SSIS, then that is the way. Scribe is the most widely used solution because of its easy-to-use UI.

How can De Facto Infotech help you?

De Facto Infotech is a Microsoft-Certified Gold Partner, offering best in class services for the implementation, migration, and upgrade of Microsoft Dynamics CRM, Microsoft Dynamics 365, and Office 365. Over the years, we have helped numerous business streamline sales, optimize resources, mitigate risks, boost ROI and improve overall business performance by implementing or migrating to Dynamics 365 and Office 365.

Re-Think Productivity with Office 365 Migration

Office 365 Migration

What is Office 365?

Office 365 refers to subscription plans that include access to Office applications and other productivity services that work over the Internet (cloud services). Office 365 suite of fully installed applications includes Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access.

Microsoft Office 365 has generated a lot of buzz from both large enterprises and small businesses, with organizations becoming increasingly comfortable with the idea of using the services of the cloud-based platform to increase business productivity at a flexible, calculable cost.

Why Should You Migrate to Office 365?

Office 365 migration from an On-Premise IT environment is a significant step for any organization. Take your business to the cloud and get your hands on an array of novel tools, product updates, and be on the path of new workflows and routines. Re-think productivity with powerful subscriptions of Office 365.

Office 365 Migration Best Practices

  • Internet Message Access Protocol (IMAP) Migration: IMAP (Internet Message Access Protocol migration) is a way to move email services from existing non-Exchange email servers to later versions of Microsoft Exchange Server, Exchange Online or Office 365. In this migration, the Exchange admin center or the Exchange Management Shell can be used to migrate the contents of users’ mailboxes from an IMAP messaging system to their Office 365 mailboxes. This includes migrating your mailboxes from other hosted email services, such as Gmail or Yahoo Mail. This migration takes several hours to several days depending on the number of mailboxes, batch sizes and the amount of content in each mailbox. You cannot migrate email messages larger than 35 megabytes and can transfer only up to 500,000 items per mailbox.
  • Cutover Migration: Cutover migration is used to migrate all on-premises mailboxes to Office 365 over a few days. This migration is recommended if you plan to move your entire email organization to Office 365 and manage user accounts in Office 365. Using Cutover migration, you can migrate a maximum of 2,000 mailboxes from your on-premises Exchange organization to Office 365, however, the recommended number of mailboxes is 150. If you exceed this number, the performance would suffer. The mail contacts and distribution groups in your on-premises Exchange organization are also migrated. This migration is mainly used in the case of later versions of Exchange email servers. This type of migration is limited to Exchange deployments of 1,000 mailboxes.
  • Staged Migration: As part of Office 365 deployment, you can migrate the contents of user mailboxes from a source email system to Office 365. When you do this over time, it’s called a staged migration. You can use a staged migration if you plan to eventually migrate all your organization’s mailboxes to Office 365. Using a staged migration, you migrate batches of on-premises mailboxes to Office 365 over the course of a few weeks or months. A staged (partial) migration is advisable when migration involves a larger number of mailboxes i.e. more than 2,000, or when the process has to be performed incrementally using smaller mailbox groups. It is recommended when your source email system is Microsoft Exchange Server 2003 or Microsoft Exchange Server 2007. This migration can’t be used to migrate Exchange 2013 or Exchange 2010 mailboxes to Office 365.
  • Hybrid Deployment: A hybrid deployment offers organizations the ability to extend the feature-rich experience and administrative control they have with their existing on-premises Exchange organization to the cloud. A hybrid deployment provides the seamless look and feel of a single Exchange organization between an on-premises Exchange Server 2013 or Microsoft Exchange Server 2010 and Office 365. In addition, a hybrid deployment can serve as an intermediate step to moving completely to an Office 365 organization.

Why De Facto Infotech makes the best partner for Office 365 Migrations?

De Facto Infotech offers best in class services for the implementation, migration, and upgrade of Microsoft Dynamics 365 and Office 365. Over the years, the Microsoft Gold Certified Partner has helped many businesses streamline sales, optimize resources, mitigate risks, boost ROI and improve overall business performance by implementing or migrating to Dynamics 365 and Office 365.

Related Case Studies:

DPSI Migration of On-Premise Exchange to Office 365

Migration to Office 365 for Document Collaboration and Unified Communication

Aaron Equipment Migration to Office 365 for Overall Business Productivity

 

De Facto’s HRM Solution for CRM

 

Seamless HR Management Feels So Good

To accelerate your human resource processing, you need an innovative solution. One that covers every aspect of the practice, powered by intelligence and automation, and helps capture the optimum talents. That’s De Facto’s HRM solution.

Transformation Is Here

Fill the vacancies in your company with immense talent. Get a 360-degree view of all the stages in the process, right from the vacancy notification to the first contact with the candidate through tests and interviews, evaluating the appraisal results and candidate approval/hire.

Yes, it’s that easy…

We Keep You Covered

The HR solution for CRM covers all the core categories under HRM, including

  • Recruitment
  • On-Board workers
  • Organization Business Processes’ Management

Features

Work Smarter and Faster

Recruitment In Clicks

Recruitment becomes easy. Make quick, smart talent decisions with automated job adverts’ publishing, application management, CV selection, candidate selection, interviews, skills analyzing, and more. Administer recruitment initiatives anytime, anywhere. Experience ease right from the moment an applicant approaches you to the time he becomes an asset for your company and beyond. The HR solution does it all for you.

Accelerate Key HR Processes

Spend more time helping employees grow. A digital file maintains comprehensive worker information from the day an employee first applies for a job to the day retires. Data automation saves time and minimizes error probability in the HR processes. No more digging into piles of paperwork. Any information you need is just a click away.

Peaceful Benefit Administration

Build employee satisfaction with automated benefits administration. Define organizational benefit plans and options effortlessly, enroll workers in benefits easily, assign dependent coverage, and designate beneficiaries the right way. Relax, while an HRM solution does all benefit-related calculations.

Foster A Culture of Excellence

Get fast and efficient access to employee data at your fingertips, through selection and customizable filter criteria. Manage worker competencies well, deploy the right people for the right tasks and review performance levels anywhere, anytime. Comprehensive activities and tasks for personal development.  Accelerate the productivity and business impact of new hires.

Simplify Compensation Management

Define compensation plans with full clarity and ensure pay for performance. Easily design and implement compensation task workflows with highly flexible, role-based administration. Design eligibility rules to identify employees eligible for compensation plans. Organize and implement performance reviews like never before.

Optimize Organizational Management

Administer organizational structures, including formal and informal hierarchies and position management easily. With no scope of error in the organization management, the solution is surely something that assures 100% employee satisfaction. Enhance business impact and drive an agile, high-performance culture with HR tasks automation.

Fast Track Employee Growth

Easily set up, deliver, and analyze training courses. Drive the next best action for professional growth with role-tailored experiences. Monitor employees’ availability for training events, and schedule a session accordingly.

Absence Management

Establish, communicate, and monitor absence policies to keep a check on absenteeism. Get real-time access to workforce absence data like working time, absence transactions, and absence setup. Design the best monitoring absence policies.

Time And Attendance

Implement and track profile-based clock in and clock out registrations for workers, enable workers to register work time for specific activities, and generate pay information with ease. Ensure your employees make most of the time while they are in the workplace.

Self Service

Accelerate productivity with employee self-service. Make time-tracking, leave request and entitlements, sick leave reporting, target agreement, etc. accessible to your employees. Let them organize absences, activities, travel expenses and receipts, without involving HR department.

Mobile App

Supervise, manage and execute any HR related task from anywhere, anytime right from the device in your hand. Work with ease and accelerate the pace of your working for higher productivity.

Benefits:

Experience a whole new way to work with these benefits of HR solution for CRM:

  • Go highly productive with employee self-service
  • Centralize screen to supervise data entries and employee history
  • Digital files and instant data modification options
  • Outlook-integration for smooth communication
  • Role-tailored experiences to drive the next best action for employee professional growth

Do you want to avail all these features?  Contact De Facto Infotech, now.

You can thank us later.

 

Click Dimensions Integration

Create sophisticated marketing campaigns and attract more leads, close more sales and engage customers easily with Click Dimensions integration. Make the most of your solutions by marketing it the right way, and making sure they reach your target audience.

What is Click Dimensions?

ClickDimensions makes the Microsoft technology of Dynamics 365 work exceptionally well for marketers by ensuring great customer experiences. This marketing automation platform is natively integrated with Dynamics 365, freeing customers from the need of any kind of complex implementations. It syncs systems that give users unparalleled access to CRM data for better segmentation, hyper-personalization, and marketing success. With essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing and more, ClickDimensions helps organizations using Microsoft Dynamics 365 attract more leads, close more sales and engage customers effectively. And you can do it all from the comfort of your Dynamics 365 environment, so you can reach their world without leaving yours.

Why should you integrate Dynamics 365 with Click Dimensions?

Click dimensions and Dynamics 365 integration

Bridge the gap between the sales and marketing and bloom your sales like never before with Click Dimensions. Together with Dynamics 365, Click Dimensions make a powerful package. Right from the single screen, you can easily perform all the core tasks of your business. Be it sales processing, reaching out the right kind of market, tap the target customer base, or closing more deals, Dynamics 365 and Click Dimensions make it happen, seamlessly. This default integration is highly useful in this era in which customer is the king, and all the business growth depends on the customer interactions, conversations, and leads.

De Facto Infotech can help you with Click Dimensions Integration

Enhance your business productivity now by integrating your Dynamics 365 with Click Dimensions. Market your products and services the right way. ClickDimensions helps you engage, discover, and do a lot more with social media right from Dynamics 365. Get your hands on a wide range of social tools to connect your marketing activities with popular social channels.

The dedicated team of experts at De Facto can assist you in gathering information related to your prospects using web forms, surveys, and more – all directly from Microsoft’s customer relationship management system (CRM). Add value to your sales and marketing with ClickDimensions.