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Tools(Technology) : Dynamics CRM

Client Profile

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.

Business Needs

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.

The Solution

Assessment of the current state :

Assess current business applications

Assess current business processes

Assess current information systems

Assess current infrastructure environments

Target the future environments :

Define target business applications

Define target business processes

Define target information systems

Define target infrastructure environments

CRM Infrastructure Setup

Dynamics CRM 2011

SQL Server 2008 with Reporting Services

Dynamics CRM Reporting Services Extensions

Data Migration into CRM

The data will be loaded in the following sequence:

  • Account Data, Relationships, and Activity History
  • Contact Data and Activity History
  • Product Version Data
  • Product Data
  • Core Product Data
  • Core Product Version Data
  • Lead Data, History and Loop Fuse Data
  • Opportunity Data, and Activity History
  • Case Data and Activity History


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.

Do You Need More Information ?

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