Data Management Archives

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Best Practices Data Integration & MigrationPrep Your Company for Microsoft Dynamics 365 CRM Data Migration

Microsoft Dynamics 365 CRM data migration is a bit like moving your stuff into a new apartment. The more stuff (data) you have, the longer it takes. But, after you’ve transferred everything to your new location, you’ll be glad you made the move. A lot can go wrong when migrating data to Dynamics 365 CRM. Some companies experience downtime as data moves from one system to another, or lose data during the migration process. Don’t...

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Data Integration & Migration Data Management SalesforceMigrating From Salesforce to Dynamics 365 – Here’s What You Need to Know

Tony Pimpo2 years ago8 min

So you’re planning a migration from Salesforce to Dynamics 365? Here’s what you need to know about migrating from Salesforce to Dynamics 365 with better results. Salesforce vs. Dynamics 365: Why do people migrate to Microsoft Dynamics 365 from Salesforce? The data migration process in general can prove quite challenging, given the momentous task of collecting the data from its original location, differences in format structures used by the new system, and potential errors in loading...

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Data Integration & Migration Data ManagementMigrating from NetSuite CRM to Dynamics 365? Here’s What You Need to Know

Tony Pimpo2 years ago8 min

Moving from NetSuite to Dynamics 365 isn’t like flipping a switch. We can help you navigate the change. Why Make The Switch Not all CRMs are created equal. If you’re reading this, you already know that to be the case. But what does Dynamics 365 have that NetSuite doesn’t? NetSuite vs. Dynamics Dynamics 365’s main strength over NetSuite is its ease in integrating with a wide variety of other Microsoft programs. First-party offerings mean better...

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Data Integration & Migration Data ManagementMigrating from Sage CRM to Dynamics 365? Here’s What You Need to Know

Tony Pimpo2 years ago8 min

There are hundreds of reasons organizations move from Sage CRM to Dynamics 365 CRM — better features, usability, cost reasons, you name it. But moving from one CRM system to another can be fraught with challenges, especially if you lack the technical know-how to implement changes. Have you thought about data integrity? Field mappings? Timelines? Training? What about the costs associated with an unsuccessful migration? Here’s an alarming statistic: Just 29 percent of IT implementations are successful,...

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Data Integration & Migration Data ManagementMigrating from SugarCRM to Dynamics 365? Here’s What You Need to Know

Tony Pimpo2 years ago8 min

More and more organizations are making the switch from SugarCRM to Dynamics 365, and with good reason. Microsoft’s CRM has a broad footprint, integrating products we all know like Excel and Outlook. For those who are familiar with the Microsoft ecosystem, migrating to Dynamics 365 makes sense, and integrating this CRM system into your organization could provide you with more accurate real-time customer intelligence. But there’s an important process to consider before you use Dynamics 365...

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Data Management Microsoft Azure Product ComparisonSnowflake vs. Microsoft Azure: The New Kid on the Block

Tony Pimpo2 years ago13 min

There’s been much buzz about Snowflake recently, and with good reason. Nike, Disney, Salesforce, and Discover are just some of the multi-national brands using this cloud-based data warehouse. But how does Snowflake compare to Microsoft Azure? It’s difficult to make a like-for-like comparison because, as part of Microsoft, Azure has a much broader scope than Snowflake. There are, in fact, two Azure services we can compare with Snowflake — Azure SQL Database and Azure Synapse Analytics (formerly...

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Data Integration & Migration Dynamics 365 Business CentralMigrate from Dynamics GP to Business Central in No Time

Samantha Summers3 years ago3 min

So, you want to migrate from Dynamics GP to Dynamics 365 Business Central? Let us help you! Not all ERP migrations have to be painful. However, for every business, digital transformation is necessary to increase productivity in the workplace. Microsoft is continuously enhancing the capabilities and features of their software. Similarly, migrating from Dynamics GP on-premise to the cloud with Business Central can increase your workplace efficiency. You can also expand possibilities to optimize business...

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Data Management How To Guides Microsoft Dynamics 365How to Audit Data and User Activity in Dynamics 365

Genna Joudrey3 years ago13 min

Dynamics 365 Customer Engagement is a leading cloud-based customer relationship management, or CRM, the solution that can drive sales, increase productivity, and improve marketing efforts through business intelligence. Included in this package is Microsoft’s stack of applications that help you collect, understand, and proactively respond to your customers’ actions. When managing your clients, there are several different areas that need to be monitored. The auditing feature logs all changes that are made to customer records and user...

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Data Integration & Migration Data Management Power AppsKeep the Data Flowing – What’s New in Data Integration

Genna Joudrey3 years ago10 min

Last month, several new features were introduced into Microsoft’s Data Integration capabilities within PowerApps. This empowered users to connect, transform, and combine data from a range of sources and load it into the Common Data Service. From there, the data can be used to create apps, automate flows, and produce analytics. I am going to outline the improvements within data integration below. Here’s a list of everything that is new: – Data Integration is now...

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Data Integration & Migration Data Management Microsoft Dynamics 365How To Handle Large Datasets in CRM

Ben Campbell-Bradley3 years ago10 min

Recently, I was asked by a client to come up with a solution to a problem they were having. They wanted to retrieve a set of notes records from a backend system then use that data to create records for a custom notes entity in CRM. Then, they wanted to display a list of those notes inside a custom HTML web resource. This had to be done in real–time when requested by the user. I...

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HomeCategoryData Management Archives - Dynamic Consultants Group - Blog

Best Practices Data Integration & MigrationPrep Your Company for Microsoft Dynamics 365 CRM Data Migration

Data Integration & Migration Data Management SalesforceMigrating From Salesforce to Dynamics 365 – Here’s What You Need to Know

Data Integration & Migration Data ManagementMigrating from NetSuite CRM to Dynamics 365? Here’s What You Need to Know

Data Integration & Migration Data ManagementMigrating from Sage CRM to Dynamics 365? Here’s What You Need to Know

Data Integration & Migration Data ManagementMigrating from SugarCRM to Dynamics 365? Here’s What You Need to Know

Data Integration & Migration Dynamics 365 Business CentralMigrate from Dynamics GP to Business Central in No Time

Data Management How To Guides Microsoft Dynamics 365How to Audit Data and User Activity in Dynamics 365

Data Integration & Migration Data Management Power AppsKeep the Data Flowing – What’s New in Data Integration

Data Integration & Migration Data Management Microsoft Dynamics 365How To Handle Large Datasets in CRM

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