Migrating from Sage CRM to Dynamics 365 Sales involves a comprehensive process of transferring data, configuring settings, and training users. This project aims to seamlessly transition your organization from Sage CRM to Dynamics 365 Sales, ensuring minimal disruption to your business operations and enabling you to leverage the advanced capabilities of Dynamics 365 Sales.
Industries
Financial Services
Automotive
Travel & Hospitality
Media & Communications
Manufacturing
Healthcare & Life Sciences
Agenda
Week 1
- Conduct a thorough assessment of your Sage CRM environment and identify data to be migrated.
- Establish a clear migration strategy and timeline, considering business priorities and dependencies.
- Define data mapping rules to ensure accurate and consistent data transfer.
Planning and Preparation
Week 2
- Extract data from Sage CRM using appropriate tools and methodologies.
- Perform data cleansing and transformation to ensure compatibility with Dynamics 365 Sales.
- Validate the transformed data for integrity and accuracy.
Data Extraction and Transformation
Week 3
- Configure Dynamics 365 Sales to match your business processes and requirements.
- Set up security roles and access permissions for users.
- Customize the user interface to enhance usability and user experience.
Dynamics 365 Sales Setup and Configuration
Week 4
- Migrate the transformed data from Sage CRM to Dynamics 365 Sales.
- Verify the accuracy and completeness of migrated data.
- Perform data integrity checks to ensure data consistency.
Data Migration and Validation
Week 5
- Complete the transition to Dynamics 365 Sales and decommission Sage CRM.
- Monitor system performance and address any issues that arise.
- Gather user feedback and make necessary adjustments to the system.
Go-Live and Post-Migration Activities
Deliverables
- A fully migrated and configured Dynamics 365 Sales environment.
- Documented data mapping rules and data transformation procedures.
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