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MS Dynamics 365 CRM

New White Paper:
Migrate Your CRM to the Cloud

July 9, 2020

As a Microsoft Dynamics 365 partner, we get asked a lot of questions from organizations looking to move their customer relationship management solution to the cloud from its current on-premises installation. For this reason, we took the top questions asked and put them together into an eBook so that you have all your answers in one place.

In the case of a migration to the cloud, the biggest step is to properly prepare and have a clear picture of what your objectives are. This eBook helps you answer the following question to ensure a smooth transition of your CRM to the cloud:

  • What are the advantages of moving to the cloud?
  • What should I take into consideration before starting?
  • What are my migration options?
  • How can I make sure to start the project on the right foot?
  • What happens if I am migrating from an obsolete version?

Regardless of your industry and size, the basic questions remain the same. What does change in regards to project scope? This depends on the number of customizations you may have and the amount of data you are currently storing.

This may also be a good time to look at optimizing your current processes and business rules. CRM systems like Microsoft Dynamics 365 Sales have evolved tremendously in the past couple of years, so your customizations and developments (or features that were not put in place because they required customizations) may now be included out of the box or a lot simpler to create.

On a final note, it is also important not to underestimate the change management aspect of this type of jump. There will be some groaning from your end users as the typical “where did that button go?!” frustrations arise. To facilitate this transition, don’t forget to build training and additional support into your project to ensure your migration is truly a success.

Fill out the form on the right to download our eBook Migrate Your CRM to the Cloud to start preparing for your CRM migration. Have other questions that haven’t been addressed in our eBook? Contact us to set up a meeting with one of our migration specialists.

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