For individuals or companies that have made the decision to implement MS CRM Dynamics, one of the first and most common predicaments is migrating data. Most users have been using another system or various systems and usually, getting the data out of the disparate systems and into MS CRM Dynamics is a requirement, since entering new data into CRM is a time-consuming proposition.
CRM Data migration is not always a difficult task, but certain challenges it can be very time-consuming. Depending on the system and quality of data, data migration tools can easily cost thousands of dollars if you use a MS CRM Dynamics partner to complete the work.
The purpose of this page is to convey that you do have options in your approach to CRM data migration. In the video below we discuss in detail some of the common challenges you will face. We provide specific examples of data sets that pose problems, and we offer a few tips and tricks to work with those data sets. Finally, we discuss third-party data migration tools you can use in your CRM data migration efforts.
Data Migration for Microsoft Dynamics CRM 2016 and Dynamics CRM Online
We hope that after having watched the video above, you have better idea of why migrations can be tricky and time-consuming.
Data Migration Options
Again, we would again like to reiterate the fundamental concept that CRM data migrations are not necessarily difficult of complex, but they can be time-consuming, and since most consulting companies charge by the hour, they can be a relatively expensive part of your deployment.
Here are your options:
Do it yourself. There are no less than a dozen how-to videos on our Success Portal that deal directly with data and Dynamics CRM data migration issues.
Pros – There is little or no out-of-pocket expense. You will get to know your data well in the process, which can have great value from a business perspective.
Cons – The learning curve can make the process even more time-consuming.
How we help with DIY CRM data migration:
First, there is the Success Portal. This is a free resource that features over 300 videos regarding almost every aspect of MS CRM Dynamics. Second, if at any time you run into questions or have problems with your Microsoft Dynamics CRM data migration, you can purchase time from us using our Prepaid Consulting blocks. Time left over can be spent on training, or anything else we do, including customizations to your instance of MS CRM Dynamics. The hours never expire, and they are consumed in 30-minute increments.
2. Start with a clean database
Sometimes the best data migration is no data migration at all. In this case you start from scratch with an empty database.
Pros – The data is populated natively, through the use of the system. This ensures that only valuable data is entered, and it is entered correctly. If steps were taken in the design to ensure data integrity, you can be sure that the data in your CRM instance has quality and value.
Cons – Every business has data that it needs. Entering that data manually into the clean database can be very time-consuming. For some companies, this will simply not work.
3. Have a Microsoft partner do it for you
In some cases, data migrations must happen as quickly as possible, and the company staff don’t have time to work on a task that can be difficult and time-consuming.
Pros – The migration will probably be completed sooner and more efficiently by a partner who has extensive experience.
Cons – The only downside is the cost, which largely depends on the system currently in use and the quality of the data in that system, and in any files exported from that system.
How we help:
We have many years of experience performing data migrations of all sizes and types. We can look at your system and database and provide you with an accurate estimate of the time it will take us to perform your migration. We will also be able to advise you on the cost-effectiveness of bringing in certain data components, and all of your options regarding the migration of your data.
Data migration can be a challenge. Fortunately, you have several options. Whether you choose to migrate your data yourself or would like the expert assistance of a Microsoft Partner, xRM is here to help. Please make your choice below:
Ready to tackle data migration yourself? Join the Success Portal and gain access to all of our MS CRM Dynamics training videos.