How Zelite Dealt with a Complex CRM Migration to Microsoft Dynamics CRM (on-premise)
About Client
Data Dynamics Inc. is a leading software company based in New Jersey, USA, and provides intelligent file management solutions. Their intelligent file management solutions empower enterprises to seamlessly analyze, move, manage and modernize critical data across cloud and object-based storage infrastructures for true business transformation.
Client Requirement
After using Dynamic CRM 365 (8.2) for more than 2 years, the client wanted to move on to the latest version of Dynamics CRM 9.1 on-premises. They desired a seamless transition of the existing data to the new Dynamics CRM with lots of customization.
Solution Offered
To carry out the Dynamics CRM on-Premises Migration project, Zelite Solutions implemented the following two approaches.
- Customizations Migration
• Data Migration using CRM Data Migration tool/SDK
• Migration on Standalone Server
Industry
Technology – Cloud Storage
Engagement Model
Time and Material
Technologies
Microsoft Dynamics 365 CRM (9.1), Dynamics CRM SDK
Solution
Data Migration Dynamics CRM 8.2 to 9.1
Current Phase
Live & under Support Contract
Users
Total Users: 60
The Solution
To avoid downtime of existing Dynamics CRM 8.1 we have worked on a standalone system and migrated the entire data. We have followed the below steps to migrate.
- Customizations Migration
o Entities: Account, contacts, leads, opportunities, proposal requirements, sales stage audit, notes, activities, and custom entities.
o Entity Components: Forms, views, business rules, and custom reports
o Settings: Users, mailboxes, email templates
o Solution Components: Dashboards, workflows, and plugins
- Data Migration using CRM Data Migration tool/SDK
o Migrated Data of accounts, contacts, leads, opportunities, and related system entities and custom entities.
o Phone calls, appointments, tasks, and emails related to the above entities were then migrated
o Notes and attachments were migrated at the end as there were several thousand notes with attachments in on-premises CRM
Benefits
With zero downtime, the entire data was migrated to a new instance of the latest Dynamics CRM 9.1.
