Whether you’re moving from an existing CRM or ERP system to a Microsoft solution, or between Dynamics products, we have the expertise to help.
When your CRM or ERP system no longer meets your business’ needs, it’s time to move to a scalable solution that does.
But if the thought of moving – and potentially losing – all of your existing data brings on cold sweats then don’t worry, we’re here to help.
If you’re moving to a Microsoft Dynamics solution we can help you assess and transfer all the data you need to your new instance. We can then configure your instance in way that gets you up and running quicker.
Microsoft Dynamics migration consultancy
Our consultants’ experience in strategizing new Microsoft Dynamics instances and structures makes us the perfect partner for migration consultancy.
Our migration consultancy process entails stakeholder engagement and audits of your existing setup. This establishes what in your current system works and can be kept, and your new solution needs to achieve.
Undertaking this process helps ensure that you capture any of the elements that actually work within your old ERP or CRM system. Equally, it means that you won’t transfer your old problems to your new Microsoft Dynamics solution.
To discuss migration consultancy with use please get in touch.
Alongside migrations from other CRM or ERP solutions to Microsoft Dynamics, we can oversee Dynamics-to-Dynamics migrations.
Whether you’re looking to move your ERP to the cloud with a NAV to Business Central transfer, or looking to move away from older Dynamics AX or GP products to a cloud hosted or an onsite instance, we can direct you to the best solution and handle your migration.
Migration and development
Once consultancy is complete, we produce a migration strategy and development plan for your new Microsoft Dynamics solution. This will be accompanied with a project and phase plan.
We’ll then develop your instance and migrate your data. We typically follow an Agile project management methodology when developing new Microsoft Dynamics instances. This ensures you get up and running quickly and efficiently.
Once your new CRM or ERP systems is completed and signed off, we can then provide training. This will cover user best practice as well as focus on the differences between your old and new systems. User adoption training therefore helps staff understand your new Dynamics instance quickly, ensuring minimal business disruption takes place as the changeover occurs.
To discuss your migrations requirements please get in touch.