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We recently published a blog on all of the updates available when upgrading from CRM 2011 to CRM 2015. One reader asked about inexpensive data migration options when making the upgrade. That's a great question so here, in brief, is the answer:
Three tools that our team have used for data migration and system integration, include:
Migrating and integrating data between CRM versions or between CRM and other systems (such as ERP) can be a complex and time-consuming undertaking. Small mistakes can mean customer data that is corrupt, or completely lost. Carefully test your process before migrating all data.
For more information on data migration and integration with CRM solutions, please contact us.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.