When your CRM or ERP system no longer meets your business’ needs, it’s time to move to a scalable solution that does.
Our Microsoft Dynamics 365 migration service will get your new Dynamics instance up and running quickly, with all the valuable data from your old CRM or ERP system over to your new system.
Dynamics 365 migration consultancy
Looking to move to Dynamics 365 from a non-Microsoft solution? Our experience makes us the perfect partner for ERP and CRM migration projects.
Our migration consultancy process begins with stakeholder engagement and audits of your existing CRM or ERP setup. This establishes what in your current system works and can be kept, and your new solution needs to achieve.
Undertaking this process helps ensure that you capture any of the elements that actually work within your old ERP or CRM system. Equally, it means that you won’t transfer your old problems to your new Microsoft Dynamics 365 solution.
To discuss migration consultancy with use please get in touch.
Alongside migrations from third-party CRM or ERP solutions to Microsoft Dynamics, we can oversee Dynamics-to-Dynamics migrations.
Read more about the projects we've undertaken in Our Work.
Migration and development
Once consultancy is complete, we produce a migration strategy and development plan for your new Microsoft Dynamics solution. This will be accompanied by a project and phase plan.
We’ll then develop your instance and migrate your data. We typically follow an Agile project management methodology when developing new Microsoft Dynamics instances. This ensures you get up and running quickly and efficiently.
Once your new CRM or ERP systems is completed and signed off, we can then provide training. This will cover user best practice as well as focus on the differences between your old and new systems. User adoption training, therefore, helps staff understand your new Dynamics instance quickly, ensuring minimal business disruption takes place as the changeover occurs.
To discuss Microsoft Dynamics 365 migrations and wider ERP and CRM migration requirements, please get in touch.