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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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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 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 data...

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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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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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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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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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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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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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The vast majority of businesses today utilize technology. Many benefit from investing in an IT infrastructure where systems can be implemented gradually. Dynamics 365 is the answer for most companies. Did you know that 91% of Fortune 500 companies are already using Dynamics 365? At Microsoft Inspire, Satya Nadella focused on the continuous growth of Microsoft’s digital technology with this platform. Here’s why. Dynamics 365 is a major asset for a company’s technical support and...

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Working as a Dynamics Consultant for the past seven years has exposed me to a variety of problems to solve. From D365 Finance & Operations (FO) to Customer Engagement (CE) integrations, to using Common Data Model (CDM) or not using CDM, replacing Simple Object Access Protocol SOAP services with Function Apps or Logic Apps, and everything in between with PowerApps replacing the separate line of business applications. No matter the specifics in the scope of...

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