Dynamics CRM 2011 Migration Case Study
Tools(Technology) : Dynamics CRM
Company helps businesses and government organizations empower mobile users with geospatial information. Our software solutions deliver complex maps and images from the desks of a few technical experts to the hands of many field operators in a simple, easy-to-use way. Through greater access to rich data and the ability to collaborate with spatially aware information at all levels of operation, our customers enhance decision-making, improve response times and increase productivity.
Client currently runs their CRM application on SalesForce.com (SF). As a result of the complexities and scale of current business operations, Client requires a CRM system that better manages and formalizes sales, marketing, and service operations, as well as provides controls, workflows, and integration capabilities to achieve higher productivity through efficient processes. Therefore and inherently, will require system and process configurations to support visibility of business performance and operations of which are supported within the Dynamics CRM 2011 configuration options, integrations and extended programming capabilities.
Assessment of the current state :
Target the future environments :
CRM Infrastructure Setup
Data Migration into CRM
The data will be loaded in the following sequence:
As scribe will be utilized to bring over the history data, administrative access to SalesForce.com will be required to connect to SF to get the Loop Fuse activity and activity history data.