Migrating legacy data into Dynamics CRM doesn’t have to be difficult or expensive!

Dynamics CRM has data import features that can upload data from various customer relationship management systems and data sources including Excel, CSV, XML or text files. Corpdata offers a migration process that will move your data into Dynamic CRM using the latest industry toolsets at a lower cost, shorter time frame, and with greater confidence than you could do yourself or, we feel, than our competition.

Dynamics CRM offers other data management capabilities including duplicate detection. This feature allows organisations set record duplicate detection policies and create duplicate detection rules for business and customer data.

Many organisations often need to adhere to various compliance regulations to ensure availability of data change history, audit logs, access reports, and security incident tracking reports. Organisations may want to track changes in Dynamics CRM data for security and analytical purpose. Dynamics CRM supports an auditing capability where data changes can be captured over time for use in analysis and reporting.

Legacy Data

Data in Outlook and Sharepoint can also imported into Dynamics CRM. The following pages provide more details:

 Application Integration

 Business Intelligence

This is particularly useful for small to mid-sized businesses that are moving up to a CRM solution and want to bring across all their infomation from Outlook.

Streamlined Data Import

Corpdata can help your organisation import data using templates for other systems, including  Outlook, Maximizer, Act and Salesforce.