Migrating from another system to Microsoft Dynamics CRM
Increase has the experience to help make it easy to switch from your existing contact management or CRM system to hosted Microsoft Dynamics CRM.
To maximise user adoption, it's vital to get your current customer data migrated as quickly as possible into your new hosted Microsoft CRM system.
Whether you are currently using a collection of spreadsheets, each user has their own Outlook contacts folder, or you have an existing contact management or CRM system, we can help you migrate your data into Microsoft CRM.
We typically get asked to migrate new customers from: Salesforce.com, ACT!, Sage CRM, GoldMine, Outlook, Business Contact Manager and other bespoke databases like Access or dBase.
Microsoft CRM Bulk Import Wizard
The Bulk Import Wizard in Microsoft Dynamics CRM 4.0 is a quick way of uploading fairly simple records like leads, accounts and contacts into your Microsoft CRM database.
It's designed for end-users and allows you to map fields, choose pick-list values and de-duplicate records before import.
Data Migration Manager
The Data Migration Manager is new in Microsoft Dynamics CRM 4.0.
Data Migration Manager is a stand-alone data migration application with powerful data migration features including the ability to import almost any type of CRM record, save and reuse import maps, create new fields on import, specify how to treat duplicates and much more.
Increase Data Bureau
Increase CRM's consultants have plenty of experience importing data from lots of systems into hosted Microsoft CRM.
Whether you need training or help with the Bulk Import Wizard or Data Migration Manager, or advice about improving data quality, performing a complex migration or integration, please contact us for assistance.
