How to migrate to Microsoft Dynamics CRM
Blog October 12, 2021

How to Migrate to Microsoft Dynamics CRM

Customer relationship management may be defined as a system that handles and regulates interactions between a business and its customers, both current and prospective. Effective CRM often entails employing technology in automating, organizing, and synchronizing major pillars of customer interaction. These pillars are marketing, technical support, sales, and customer service. Effective CRM can widen the gap between cost and revenue, reducing what you spend on production and boosting your net profits. CRM increases your productivity by using customer-related data to optimize customer interactions. This ensures customer satisfaction for your current clients and better positions you to attract new clients.

As tantalizing as CRM is, executing it well isn’t child’s play. Without current technologies, it’s a cumbersome and painstaking process. But it becomes easy and insightful with a simple CRM solution. This refers to any digital transformation solution that aids in managing and maintaining data or information that pertains to your customers. These solutions come mostly in the form of enterprise app development.

A myriad of CRM solutions are out there, each providing value in its own right. However, the Microsoft Dynamics CRM is indisputably prominent in this field. Microsoft Dynamics CRM is an enterprise software development package created by Microsoft, developed to optimize customer relationship management for any and every form of business or organization. This dynamic software is built to provide solutions directed mainly toward three forms of customer interaction: customer service, sales, and marketing.

Over the years, Microsoft Dynamics CRM has grown as a platform for CRM analytics. Microsoft Dynamics is now known for its capacity to manage the entire customer support chain, offering social and business process automation that optimizes sales and business, while including other unconventional features. The package is designed for customer convenience, as it is offered in mobile apps and online sites for mobile phones and tablets. Microsoft Dynamics CRM is offered in two major categories:

CRM Online

CRM Online is a cloud-based version of Microsoft Dynamics CRM. It keeps every backend operation (e.g., licensing, deployments, application servers, databases, setups, etc.) controlled by Microsoft-owned servers. Access to CRM Online is offered via subscription, and it’s best suited to businesses that don’t have the resources to deal with server management or lack the technical know-how to manage it. CRM Online is so easy to set up, it gets you going within a few days.

CRM On-Premise

CRM on-premise is a tailor-made version of the Microsoft Dynamics CRM. It allows you to keep all backend operations and databases on your own server and to operate, maintain and control all your hardware and software setups. It also gives you customization capabilities to personalize your CRM and tailor it to your preferences. This version is mostly recommended for businesses that can handle their backend operations independently.

Reasons to migrate to Microsoft Dynamics 365

  • Microsoft Dynamics 365 offers a form of Microsoft software consulting in business. The software package provides effective tool to drive your business through CRM. Its interface helps enhance your business performance, helping to ensure that your performance aligns with Key Performance Indicators (KPIs) you have laid down.
  • Microsoft Dynamics 365 brings together some awesome features for effective CRM. With the package, you can use Microsoft Outlook integration to simplify your workflow.
  • Mobile options make it convenient and accessible on iOS, Android, and Windows. This helps businesses drive productivity and stay in constant contact with customers.
  • This software makes it easy to keep tabs on social media. It connects and familiarizes you with your target audience and offers marketing techniques for better customer engagement.
  • The online Microsoft Dynamic CRM does a great job of data security and control. Its comprehensive access control provides a hosting platform, a data center, and service network connectivity.
  • The app’s features help generate leads and validate lists, allowing your sales team to tailor its efforts towards productive prospects.
  • Microsoft Dynamics 365 assists in collecting, organizing, updating and archiving client contact information. Its built-in MS Excel online integration keeps database control easy and effective.
  • The software stays up and running more consistently thanks to a proactive service management system, including reliable maintenance and incorporated Internet of Things (IoT) and machine learning.
  • The software helps you knit your business management strategies into Microsoft Office applications, giving you effective and practical solutions to help you manage customer interaction.
  • With automatic analytics and forecasts, the software helps you spend wisely on actions that will drive short- and long-term profits.

Migrating to Microsoft Dynamics 365

Now that you know the benefits of Microsoft Dynamics 365, here are the steps to migrating:

  • Select a suitable plan. Each plan differs in features and pricing, so you’ll want to select a plan that works best for you and your budget.
  • Decide on the needed functionality
  • Select a vendor
  • Set up the basic features 
  • Use post-development support 
  • Invest in more features when the need arises.

Conclusively, Microsoft Dynamics 365 is one of the best software packages for automated Customer Relationship Management. Its unconventional yet comprehensive features are sure to improve your productivity.

Let’s Get in Touch

No matter if you already have a project that needs a team or are just contemplating your next major IT initiative, we’ll be happy to meet you and discuss how our knowledge of enterprise software development can help you get the job done.


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