Migrating from Salesforce to Microsoft Dynamics CRM? This small writeup will help you to understand what the (data) migration process looks like, and it can well give you a blueprint for migrating your data from Salesforce to MS Dynamics CRM. Let us begin by understanding some challenges, and common pitfalls in migration.
Common Challenges and Pitfalls
Most customizations on Salesforce are programmed in its proprietary code. Thus, migrating to a new platform comes with its own challenges. Carrying out the data migration process is not an easy task. Collecting data from its original location, the difference in format structure of two systems, potential errors in uploading data can at times seem overwhelming. Despite these challenges, many organizations seem keen to make this move. Let us explore what it is that urge organization to take this step and migrate to MS Dynamics CRM.
Why Migrate to Microsoft Dynamics CRM?
One of the most compelling reason is that Dynamics CRM offers extra functionalities than Salesforce. Then there is seamless integration with existing Microsoft products like Word, PowerPoint, Excel, Outlook, etc. that salesforce lacks. Another key factor that cannot be ignored is that Microsoft is a lot more cost-effective than Salesforce. There is also connectivity and integration with Microsoft Power Apps, and Power BI.
Now let us cover some more important stuff. If you have decided to migrate from Salesforce to MS Dynamics CRM, then there are some things you need to consider beforehand.
Related Post: Reasons why Migrate to Microsoft Dynamics 365
What is important before starting Data Migration?
- Proper Planning.
- Data analysis in the source system.
- Data cleansing and profiling.
- Migration timeline.
Planning is certainly the key. As there is a number of tasks to be performed for an effective migration. They must be thought out in advance and should be done in a proper manner.
Data Analysis in Source System
Before you migrate to a new system ensure that data is in order in the current system. Make sure that there are not many duplicates, inaccurate datasets, and data fields. This will make the job easier, later.
Data cleansing and profiling
You can carry all data to the new system but bear in mind that the fewer data that you migrate, the lesser would be the complications in the process. This does not mean that you should skip any data. However, you must make a differentiation between ‘all data’ and ‘essential data’ and then you must only carry forward the essential data.
After understanding the length and breadth of your data and how the records compare to that of the new platform, you can start the cleaning up process, for switching.
There are some things you need to think about while cleansing and profiling your data
- Proper clarity on where the data is stored.
- Well-defined policies, standards, and quality requirement for data management.
- Objective examination of current data quality in comparison to defined policies & standards.
- Root cause and impact of any bad data track.
- Systems to avoid bad data in future in connection to the identified root cause.
It is important to define a migration timeline in which all the stakeholders involved are aware of what is expected out of them and in what time frame. Once there is this understanding, migration can be carried on.
Migrating away from Salesforce to Dynamics 365 – more factors to consider!
As mentioned earlier, planning is of paramount importance for a successful migration from Salesforce to Dynamics 365. Thus, reiterating the planning part here.
Here are some things to pay attention to:
- Business processes to be migrated.
- Stakeholders to be involved in migration.
- Target date to complete the migration.
- Selecting deployment, & hosting methodology.
Decision on Migration Type, and Approach
There are some things to ponder when you decide to switch from Salesforce to Dynamics 365, such as how do you plan to change, and at what pace. Answers to these questions will help you decide between Complete implementation or re-platforming.
The complete implementation is a thorough process involving proper data reconciliation. This is a preferable method for any company looking to improve their business process and taking full advantage of Dynamics 365.
Re-platforming on the other hand is comparatively easier, it involves taking existing data from Salesforce and reflecting it in Dynamics 365.
New CRM is the reflection of the data you put into it. Ensure that accuracy, and quality of data is maintained, and Data cleansing, & data grouping is done properly.
Migration of Information
While sending out information from Salesforce and importing it into Dynamics 365, know two things:
Export: All data fields may not be extracted from Salesforce because some entities may not be consumed by Dynamics 365. The fields that you are planning to take out should be marked “visible” and properly outlined with correct letter cases.
Import: You can utilize Dynamics 365 data import template. It is advisable to prepare for import at least two weeks before the new CRM take-off or you can make the switch in batches.
Not all integrations you made in Salesforce will be applicable or are required to be taken forward to Dynamics 365. Contemplate which integrations you would like to copy forward to MS Dynamics, and which are not required. Keeping it lean & simple will ease the process a lot. Also keep in mind Dynamics CRMs integration with other business tools such as Business Central ERP, Office 365 suite, Flow, and Power BI.
Third-party apps for Data Migration
Finally, you can also consider using 3rd party apps for smoother data migration like Rapidonline, Skyvia, Snaplogic, etc.
Making a move to Dynamics 365 opens a world of possibilities. Integration with Microsoft Dynamics ERP (Like Business Central), Office 365, Power BI, Microsoft Flow, etc. expands your company’s horizon, and together these tools acts as a silent manager for your Business.
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