Online Migration from MS Dynamics CRM 4.0 to MS Dynamics CRM 2011

Online Migration from MS Dynamics CRM 4.0 to MS Dynamics CRM 2011 2017-10-30T10:13:57+00:00

Project Description

Project Details

Country: USA
Domain: Finance
Solution: Microsoft Dynamics CRM SDK

Business Scenario

Our client was focusing to migrate his systems and custom solutions from existing Dynamics CRM 4.0 to MS Dynamics CRM 2011 online to avail its modernized features and functionality and administer the data and information anytime, anywhere. As an experienced CRM consultant, we came forward to fulfil client’s demand within the required time-limit and migrated his complete solutions, systems and database into Dynamics CRM 2011 Online and also preserving fundamental security, user rights and functions.

Our Solution

To facilitate easy migration and obtain a timely result, our CRM team divided the process into 2 phases as mentioned below:

Phase1:

Recreated and imported the approximately 50,000 records and custom solutions from Dynamics CRM 4.0 (On-Premise) to Dynamics CRM 2011 (On- Premise) using Database Upgrade. The aim behind this was to generate smooth transformation and avoid data discrepancies and corruption of data.

Phase2:

Both the data and system that were imported to Dynamics CRM 2011(On-Premise) in the first phase were migrated to Dynamics CRM 2011(Online) by using a custom counter tool developed on CRM SDK.

To achieve these two phases, the team faced several challenges, which were resolved by the team by adapting below mentioned course-of-action:

  • We identified the relationship and its type between entities in order to map the database accurately
  • Developed Fields in the organization in order to identify each record uniquely
  • Explained the order in which records were to be imported to CRM 2011 Online
  • Removed several User-fields from the system since all the users were not available in CRM 2011 as on CRM 4.0 On-Premise
  • Transferred data for marketing list in order to maintain N:N relationship between entities
  • Did a server side coding to lessen data corruption during migration process

Business Benefits

By migrating to Dynamics CRM 201, it gave a more cost-friendly data management as the client had to only pay for Per User License instead of investing his Hardware infrastructure from 32 bit to 64 bit since generally CRM 2011 needs 64 bit environment + CRM 2011 Server license + CAL License. Other advantages accruing to the client after migrating to Dynamics CRM 2011 are

Access to CRM data anywhere online

Removal of server equipment and maintenance costs

Business Intelligence functionality accessible in Microsoft Dynamics CRM 2011 helps client in examining business performance, identifying trends and reveal new insights

The dynamics CRM 2011 provides a consistent, familiar navigation and user experience

An advanced User Personalization allows configuring workplaces and defining roles and information. This enables the client in making a personalized dashboard by merging the personalized features with the new dashboard

The CRM 2011 helps in simplified configuration of solutions

Client is also receiving the benefits of customizing and sharing solutions outside the organization after migrating to Dynamics CRM 2011

We provided better data management and information tracking process, by migrating client’s solution from MS Dynamics CRM 4.0 to MS Dynamics CRM 2011. This has resulted in enhancing his overall business operations.