Webinar: Successful Data Migration to Microsoft Dynamics 365 CRM | InSync
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This #Webinar will cover everything you should know to prepare for a Successful CRM Data Migration. Understand the intricacies of data and it's importance in your organization and explore the possibilities of successful Data Migration to your Microsoft Dynamics CRM Platform. A CRM or Customer Relationship Management (CRM) solution is an essential component in a business as it takes into account all the details of the customers and their journey. But a CRM is never functional without data! That is why, moving data from one system to another is essential in order to set up a new system to utilize the data that already exists in the current system(s). This a must for organizations who want to nurture and help their customers grow. Data Migration can be a complex and cumbersome process, more complex than people realize, but with a solid strategy in place, it can help organizations seamlessly transfer data from one system to another. Most Data Migration solutions only transfer Master data, but Transactional data is as much valuable and the right solution and tools can manage that as well. While you need to consider data sources, data fields and other aspects while Migrating Data to Microsoft Dynamics CRM, this webinar will help you learn about the correct approach, best practices and actions involved during the process. #MSDyn365 #MSDynCRM The key points to be covered in the webinar are: - Introduction to Data Migration - A Guide to Prepare Templates - Ways to do Data Cleaning - Options for Data Import - How to do Data Verification - Successfully Migrating Data to Dynamics 365 CRM If you are planning to employ Microsoft Dynamics 365 CRM in your organization, this webinar will help you strategize about CRM data migration and plan for a seamless experience. Start your #DataMigration today: https://insync.co.in/data-migration/
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Webinar: Successful Data Migration to Microsoft Dynamics 365 CRM | InSync
- 1. A P R O D U C T B Y I N S Y N C
- 2. Narottam Das VP of Process Strategy at InSync Solutions and an expert in Data Handling and Migration Presenter
- 3. • Introduction to Data Migration • Microsoft Dynamics 365 Data Flow - Architecture • How to Prepare Templates - Options • Ways to do Data Cleaning • Options for Data Import • How to do Data Verification • Migrating Data to Dynamics 365 CRM using APPSeCONNECT Agenda
- 4. Introduction to CRM Data Migration A CRM provides deep insights and resourceful data regarding the customers and helps businesses understand customer behavior, their psychology and the market reach they have. But, a CRM is never functional without data. Well, no system is! Data Migration is the process of moving data from one system to another, which is often a necessary step in order to set up a new system while utilizing the data that exists in the old system
- 6. How to Prepare Templates
- 7. Example of a Wrong Template
- 11. Template: Option 3 (Recommended)
- 12. Data Cleaning
- 13. Constraints while working with Data Migration 1. Date and Time need to be handled carefully 2. Currency and numeric data should be purely numeric 3. Text field length should be in check 4. Option type fields are a real pain 5. Mandatory fields should not be blank
- 14. 1. Sorting and Filtering 2. VLOOKUP for fetching and matching data 3. Countif for duplicate detection 4. Text Split and Join 5. Quick navigation in a large data set Useful Excel Operations
- 16. Import Option 1 (Import from Excel)
- 17. Import Option 2 (Upload Data File)
- 18. 1. Don’t try to create the custom fields while importing 2. Sometimes you may need to define mapping forcefully 3. Try the option to import fields from the user interface 4. Don’t try to reuse the exported Excel twice 5. Ensure that users are not working on the system Secrets While Importing Data
- 19. Using a Data Migration Tool
- 20. Data Migration – Challenges • Unstructured data – Hard to reverse-engineer as enterprises generally have large data sets and endpoints. • Steep learning curve as data structures and schema of applications/services are not easy to understand. • Need for strong collaboration between developers and stakeholders. • Low visibility of data flow/mapping documents to validate the data migration logic. • Less availability of Generic Data connectors - every connected file/API needs to have a specific module developed. • Data mapping fields in different applications are not self-explanatory even with APIs. (For instance, Country, Status, Designation etc. are fields which might need to map different values in different applications.)
- 21. Data Migration – Challenges • Redeveloping API layer from scratch is difficult for legacy applications which don’t have predefined APIs • No way to identify transaction failures, if it is not major. • Resources not utilized optimally, so it is hard to identify issues, if any. (Some APIs might have Throttling, some data sources might kill the server resources) • Follows the Waterfall model, so any change can only be identified in the Testing Phase. • Most applications or Data Migration services only cater to migrate Master Data and not Transactional Data. (Contd.)
- 23. Types of Data Migration • Application Data Migration • Storage Migration • Database Migration By APPSeCONNECT
- 24. APPSeCONNECT Data Migration The Benefits • Predefined schemas for supported applications. • Generic connectors which let you connect any specific data source (REST API / Database / File). • Complete visibility of all the logic implemented for migration as all the data sources are mapped directly in the platform. • Flexible way to create schemas simply by importing them. • Visual orchestration of the entire data flow through easy drag and drop features in APPSeCONNECT ProcessFlow. • Predefined ProcessFlow Templates, which are way easier to consume and edit. • Data dependencies are easy to handle - No developer required. • Focus on data rather than source code.
- 25. APPSeCONNECT Data Migration The Benefits • Follows Agile Development techniques. • All transactions are tracked and easily categorized to identify migration issues. • Handle complex mapping directly from the platform without the need of coding. (However, the platform allows users to write code in high level language like C# with an inbuilt compiler within the portal) • Define data and auto-transform data fields as per destination-application format. • Define a schedule for data transfer or trigger using a Webhook. • Identify and replace bad data and maintain data integrity with default or custom values using a rule-based data cleansing feature. • Easily normalize data by defining schemas and have control over the entire data flow. (Contd.)
- 26. Use Case ZOHO CRM to Microsoft Dynamics 365 CRM
- 27. Data Migration with APPSeCONNECT Zoho CRM to Dynamics 365 CRM • Ready Templates available for Migrating Data from Zoho CRM to Dynamics 365 CRM • Stay on top of your essential data – Leads, potentials, accounts. • Migrate Master data as well as Transactional Data to Dynamics 365 CRM easily
- 28. Thank You Questions? A P R O D U C T B Y I N S Y N C R EQ U E S T A D E M O www.appseconnect.com/contact sales@appseconnect.com
Notes de l'éditeur
- Hello everyone ... welcome to our webinar for data migration tools, techniques and strategies around Microsoft Dynamics 365. At InSync, we have been working with Data for over 15 years. Our mantra has been to live DATA, breathe DATA, sleep DATA considering the multitude of data we have worked with for almost 2 decades! We know that any system is useless without data. That is why, moving data from one system to another is essential in order to set up a new system and to utilize the data that already exists. However, Data Migration can be a complex and cumbersome process, more complex than people realize, but with a solid strategy in place, it can help organizations seamlessly transfer data from one system to another. To optimize our operations and centralize all data into ONE system, we recently decided to transition to Microsoft Dynamics 365 CRM from Zoho CRM. In order to do so, we migrated over 5 years of data (BOTH MASTER AND TRANSACTIONAL) into the new system. I am here to share our experience of this migration process which could help anyone who is looking at migrating their data from any system to Dynamics 365.
- Hi, I am Narottam Das, VP of Process Strategy at InSync Solutions and an expert in Data Handling and Migration and in this webinar I will cover everything you should know to prepare for a Successful CRM Data Migration. Understand the importance of data in your organization and explore the possibilities of successful Data Migration. We will discuss strategies and options to migrate data using in-built features in Dynamics 365 CRM as well as using a Data Migration Tool.
- Here is the agenda for the webinar ... We will cover the steps listed on the slides, watch out for the bonus tips and tricks which will be shared throughout the session.
- Businesses employ various applications to support and cater to their operations. One very important aspect of any business is its customers. A Customer Relationship Management (CRM) system is a must for businesses who want to nurture and help their customers grow as it takes into account all the details of the customers and their journey with the business. A CRM provides deep insights and resourceful data regarding the customers and helps businesses understand customer behavior, their psychology and the market reach they have. But, a CRM is never functional without data. That is why, moving data from one system to another is essential in order to set up a new system to utilize the data that already exists in the current system(s). Data Migration can be a complex and cumbersome process, more complex than people realize, but with a solid strategy in place, it can help organizations seamlessly transfer data from one system to another. Most Data Migration solutions only transfer Master data, but Transactional data is as much valuable and the right solution and tools can manage that as well. While you need to consider data sources, data fields and other aspects while Migrating Data to Microsoft Dynamics CRM, this webinar will help you learn about the correct approach, best practices and actions involved during the process.
- Before we deep dive to crack the codes for data migration – let’s have an architectural view of data migration to Dynamics 365. This will help you to have a greater hold on the new scenarios in your migration. As you know any business application has a business logic layer which controls many of our interaction with the underlying database of the application. That means, for e.g., you can’t edit the record once that is set to inactive in Dynamics CRM 365. However, using excel based data migration, which is really very powerful in Dynamcis 365, we can bypass many such business rules or controls to interact with the application database. There are a few restrictions may still be there like with excel based data migration. They are like we need to keep the mandatory fields for an entity in the data while migrating – but they are mostly database level restrictions like database keys.
- Templates are the key to understand behind data migration. Templates are some kind of data field arrangements which we try to keep fixed with respect to their filed order, name, count, etc. Here we need to know how to map the fields between source and destination and create the templates for successful data migration. There are mysteries behind the templates in Dynamics CRM 365, let’s crack them.
- When you export data from your source application – you get them either Excel or CSV/TSV or some kind of format which you can easily convert to excel. I believe you know what can be a properly formatted excel table for normalized data processing. Yet, here I want to show a few wrong formats in excel which we should not use as template for data migration. What are we looking on this example of a wrong excel template for data migration to Dynamics 365? Look for the merged rows or columns and remove them. Look for the columns with wrong data values – like the numeric values, that may be currency value, should be pure numeric. Remove any non-numeric part from those data. I believe if you know how to work on these in Excel efficiently. Decide your column list or selection, order, etc. before exporting the data from your source application if possible. Not all application provide this kind feature, please check the possibilities with your source application for this. However, you can always rearrange the data as per your templating need even after exporting the data from your source application. In one word your template should be flat and simple excel files.
- Now, let’s look into the Dynamics 365 part for the template options. Once you know the data and fields available in your source application, which you want to migrate, then you can map the same in Dynamics 365 Import Templates. For templates from Dynamics 365 – you will get multiple options to choose from as per your choice or convenience. There are pros can cons of every option, so it is better to know them before I reveal my personal choice and rationales behind that. Here is the first option as we encounter first as a system administrator in Dynamcis 365. This is from Advance settings -> Data management. Just select the entity you want and download. Pros: By this option ideally you get an idea of all the fields available for the entity to import. Cons: This option has least flexibility to choose your desired column arrangements and column selection.
- Here is the second option as we encounter while importing data as a system administrator in Dynamcis 365. This is from Advance settings -> Data management -> Import. Just select the menu named – “Excel Templates” and select the entity you want and download. Here you need to select desired view as well for your corresponding column selection and arrangement. Pros: This option ideally you get while importing data through the admin panel, and you get it on the same screen. So here it possible to select and download the template, upload the data, and checking the import progress at one place. Cons: This option has flexibility to choose your desired column arrangements and column however limited to the available views for the selected entity.
- And finally here is the third and my favourite option as we find in the Advance Find option in Dynamcis 365. You can easily find it in the user interface. Here creating your desired template with the required field selection and rearrangement is really cool. You can simply create your custom view, save it, and export the data along with the data as you need. So you have all the flexibility of selecting rows and columns for your template for the data from the source. With this you can also do bulk processing or operation on your Dynamics 365 data itself.
- Now we are familiar with the options for templates and getting templates as per our need. Next, to fit the source data into the templates we need some data clean-up operation depending on the data you have exported from the source application. Cleaning the data, exported from other system can be daunting task if you are not good at Excel. For ex. you have to look into the data types & lengths of the fields or columns of your template. And accordingly, you may need to clean and prepare the data if they are not in the desired format already. So, let’s look at the areas, we need to focus for this aspect.
- Here are the data types and constraints we need to focus on very carefully.
- We can’t avoid one fact that – you need to be a bit expert in Excel for data cleaning and preparation operation. Here a few very useful pointers on that so that you can get prepared beforehand your data migration project.
- Here comes the exciting part of the webinar – import the prepared data into Dynamics 365. There are options and secrets behind successful migration after you have the desired data in your template. Like template download, data import also has multiple options. But here all the options are not always optional – let’s discuss them one by one. I’ll also show you my favourite option for data import most of the time.
- This is the import option in the admin panel – here you can import any data for any entity. But I find the interface is not that cool as my favourite option. I use this import interface only for those entities which has no user interface e.g. Price List Item. Anyways – then what is my favourite import interface?
- Here is that interface which is the user in face for any entity views or lists in Dynamics 365. For e.g. to import the customer and partner accounts, I go to Account and select the “Import from Excel” option on the top right corner of the screen. That’s all – next I have to follow the wizard, very simple! It may sound very easy, and in fact it is easy! but at times you may some issues with some entity and data, for that you have to struggle for hours or even days! So here comes the most juicy part of the webinar – the secrets behind troubles we face while importing data to Dynamics 365 in the next slide.
- Don’t try to create the custom fields while importing. – Though it is allowed to create new fields on the fly while importing data from Admin panel – I have faced troubles like the field is created but the import failed. So I suggest to avoid this feature. Plan your new/custom fields beforehand, create them properly before the import, then go for import. If you face the need of any field creation while importing then I would suggest to cancel the import attempt and create the filed and come back to retry import. Believe me if you don’t plan the fields and templates well then you have to go through several data import iterations unnecessarily. Hence, it is better to plan the fields and their mapping in advance. Those who have heard about Dynamics 365 data migration features they may be thinking to save the mapping and reuse them in next iterations – but I am very much confident on that feature, infact that feature troubled me instead of any help.
- We have the templates ready in appseconnect for migrating data from Zoho CRM to D365 CRM and therefore will have a lot of effort in DM process Because CRM data does not have many associated entries and you don’t want to loose your leads, potentials and accounts, as we know, CRM without data would make no sense Most Data Migration solutions only transfer Master data, but Transactional data is as much valuable and the right solution and tools can manage that as well.