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

 

Migration to SharePoint made easy!!

What is SharePoint?

SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.  SharePoint is used to create websites, but that’s not all.  Launched in 2001, SharePoint is mainly used as a document management and storage system, but being highly configurable, organizations use it for more multiple purposes. This platform can be used as a safe place to store, organize, share, and access information from almost any device. All you need is a web browser, like Microsoft Edge, Internet Explorer, Chrome, or Firefox. A lot of companies out there are getting SharePoint migration done. 

Migration to SharePoint

SharePoint migrations are complex and you are required to assess the state of the content you have, depending on various business factors like size, relevance, and sensitivity, to decide what to take forward into your new system. SharePoint migration gives businesses a chance to restructure content for optimal management and discoverability. But the deadline pressure exists, putting the potential feature and configuration incompatibilities between the source and destination systems.

SharePoint has currently 4 active versions: SharePoint 2007, 2010, 2013, 2016, and Office 365.

SharePoint Migration Approaches

SharePoint migration is gaining momentum, as more and more companies hurry to upgrade their solutions due to the upcoming end of support for SharePoint 2007 and 2010, while others want to move to the cloud and adopt SharePoint Online and Office 365 suite.

Whatever the case is, the organizations need to decide a good method of moving their solution to a new environment. They can either use the traditional upgrade and migration techniques or can rely on a third-party migration tool.

If you have made up your mind to move to SharePoint, we are here with the methods you can use:

Traditional Method of SharePoint Migration

SharePoint upgrade should be done using Microsoft’s recommended tools and techniques, like the in-place upgrade or the database, attach method, but companies are also relying on the traditional SharePoint Migration method. This approach to migration is all about applying custom tools to automate the migration process, and perform a manual migration, when you copy, paste, or recreate SharePoint’s components in the new environment.

Benefits of Traditional Migration Methods:

  • Full control over the migration process
  • Migration of custom features
  • Solution Optimization
  • Powerful Integration

Every coin has two sides, and similarly, traditional SharePoint migration methods have their weak points too:

  • Direct upgrade is impossible
  • Time and labor expense
  • Metadata issues during manual migration

Third-Party Migration Tools

The market is packed with specialized migration solutions, promising seamless, easy, and quick migration. Many SharePoint owners rely on such solutions as they allow:

  • Migrate and restructuring large volumes of content easily
  • Perform direct migration easily
  • Monitoring the SharePoint environment
  • Rich reporting

Cons of using Third-Party Solutions:

  • Additional costing
  • No migration of customer solutions and features
  • Demand professional skills

Migrating to SharePoint Online or Office 365? No Worries!

For migration to SharePoint Online or Office 365, you can use any of the two above described SharePoint migration options. You can move to cloud directly, choosing traditional migration or by using a third-party tool.

But, SharePoint Online and Office 365 work on a different logic as compared to on-premises solutions, you need to put a lot of SharePoint development efforts to make the refreshed solution work properly.

Want to speed up your cloud migration? Here you go:

Cloud migration takes time, but time is money, and who doesn’t want to speed up the process? Everybody does. So, we are here with some options you can consider to speed up your cloud migration:

SharePoint Online or Office 365 Migration APIs:

Microsoft has enabled both APIs to speed up migration to SharePoint Online or Office 365.  The procedure isn’t easy to perform and has limitations too, but it sends bulks of content to the cloud much quicker.

Windows PowerShell cmdlets:

Windows PowerShell cmdlets is another commonly used way to fasten the migration process for SharePoint Online and OneDrive migration, letting you move content to SharePoint Online or Office 365. This method demands a number of requirements, that you need to meet beforehand.

SharePoint Migration Tool from Microsoft:

Microsoft’s SharePoint Migration Tool helps organizations to migrate their files from SharePoint on-premises document libraries or third-party file shares directly to SharePoint Online or OneDrive in Office 365. It is said to be a perfect fit for many complex migrations, therefore, it’s definitely worth trying.

In addition to this tool, SharePoint 2013 owners can also use the SharePoint Migration Assessment Tool (SMAT). SMAT is a highly useful tool, being a simple command line executable that scans SharePoint farm content and detects issues that can hinder the migration outcomes. Thus, you can easily check the health of your content before initiating the migration process.

Microsoft FastTrack:

Last but not the least, organizations can choose the Microsoft FastTrack migration program. The program provides best practices, tools, resources, and the assistance of Microsoft experts who help their customers in cloud migrations. Microsoft announces new FastTrack offers regularly.

There are various approaches to perform SharePoint migration, giving organizations the opportunity to choose optimal SharePoint migration approach.  But, let’s be clear about the fact that it’s nearly impossible to perform a complete migration using only third-party tools or services, like Microsoft FastTrack. You need the assistance of professional SharePoint consultants and developers to accomplish SharePoint migration project.

De Facto can help you with SharePoint Migration

SharePoint migrators at DeFacto are there to support you at all the stages of your migration projects. We assess, plan, and report capabilities to our clients for efficient migration of their legacy collaboration system to the latest versions of SharePoint, with minimal business disruption.