If you are new to Dynamics 365, then I suggest checking out our Dynamics 365 transition presentation located here. Microsoft has made it very clear that Dynamics 365 is a cloud service, and will NOT be available for on premise CRM users. If you are an On Premise user, there’s no need to worry. Beringer has extensive experience migrating Customers from CRM On Premise to Dynamics 365. If you are looking to migrate, then take a look at some tasks that you need to consider.
Beringer Associates Technology Blog
Tag: Data Migration
If you’ve ever been tasked with migrating data, then you know there are a wide variety of challenges that you must overcome. I’ve migrated data to Microsoft Dynamics CRM from many disparate systems in my career, which typically involves pulling data from a live system. The key word is “live”, so you need to tread lightly when querying millions of rows of data. It is very easy to negatively impact performance, which will instantly translate into end user complaints.
Microsoft Dynamics CRM allows users to capture their daily activities in an number of different ways. The product natively offers a handful of activities like emails, phone calls, appointments and tasks, but it also allows you to define and create your own custom activities. Working with these activities in the CRM user interface is very intuitive, but importing the data through the API comes with some challenges, especially when creating the CRM activity parties.