Best Practices, Limitations, Options, and More...
MS Dynamics to
monday CRM migration
What are my options for
converting MS Dynamics to monday CRM?
When it comes to migrating from Microsoft Dynamics to monday sales CRM, Trujay offers a comprehensive solution that simplifies the process and ensures a smooth transition. With Trujay's data migration application and professional services, you can seamlessly map and transform your data objects from MS Dynamics, including Contacts, Leads, Accounts, Opportunities, Custom Objects, and Pricebooks, into the flexible structure of "Boards," "Groups," and "Items" within monday CRM. In this article, we will explore how Trujay's migration options can help you successfully migrate from Microsoft Dynamics to monday CRM, unlocking the full potential of your CRM system.
Trujay offers flexible migration options to cater to the diverse needs of its customers. Let's take a closer look at the three migration options available:
- Self-Service Data Migration
- Guided Support
- Custom Data Migration
Self-Service Data Migration
Empowering businesses and individuals, Trujay provides a seamless and user-friendly self-service data migration solution. Our aim is to facilitate effortless data transitions across multiple systems, allowing users to fully maximize the potential of new CRM platforms while eliminating the hassle of complex migration processes.
[Related Article: Top 10 Features of Trujay's Data Migration Wizard]
By choosing guided support migration with Trujay, you unlock the expertise of a dedicated team of migration specialists who will offer personalized assistance every step of the way. Collaborating closely with you, they will grasp your individual needs, evaluate your data, and devise a tailor-made migration plan to seamlessly transfer your MS Dynamics to monday CRM.
Custom Data Migration
Furthermore, Trujay provides specialized data migration services tailored to cater to specific migration needs that may not be adequately addressed by their self-service or guided support options. Through our custom data migration service, we offer a personalized approach to meet your unique data migration requirements. Whether it involves transferring data between intricate systems, managing large volumes of data, or handling unconventional data structures, we have got you covered.
Option 1: Self-Service Data Migration
Trujay's self-service data migration app, available at app.trujay.com, empowers users to migrate their data independently. With prices ranging from $199 to $1,999, this option provides a cost-effective solution for businesses with the resources and expertise to handle the migration themselves. The self-service option allows you to complete the migration in just a few days, giving you control over the process while benefiting from Trujay's robust migration technology.
Free Sample Migration Demo Video
Option 2: Guided Support
For businesses seeking hands-on assistance, Trujay's guided support option is an ideal choice. With this option, a professional services team member will work closely with you, ensuring the migration wizard, mapping, and testing go smoothly. Priced between $1,499 and $2,599, the guided support option provides expert assistance throughout the migration process. The timeline for completion is typically one to one and a half weeks, giving you a seamless transition without the burden of managing the migration independently.
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: Custom Data Migration
For a fully managed and comprehensive migration experience, Trujay's custom data migration service is the ultimate solution. With prices ranging from $2,500 to $10,000, this option involves the Trujay team handling the entire migration for you. From planning to execution, Trujay's experts manage every aspect of the migration, ensuring a successful transition within a timeline of approximately three weeks. This option allows you to focus on your core business activities while leaving the migration process in the hands of Trujay's skilled professionals.
You can clean up the data yourself in the Microsoft Dynamics portal. This will require some effort and time on your side, however it will have no additional cost.
You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to monday CRM, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with monday CRM’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Microsoft Dynamics to monday CRM: Objects
Microsoft Dynamics follows a classic data structure, including Contacts, Leads, Accounts, Opportunities, Custom Objects, and Pricebooks. In contrast, monday CRM offers complete customization capabilities with its "Boards," "Groups," and "Items" structure. Trujay's data migration application and professional services specialize in transforming MS Dynamics data objects into the desired structure within monday CRM.
Using Trujay's migration application, you can seamlessly map and migrate your MS Dynamics data objects to their corresponding counterparts in monday CRM. Whether it's transferring Contacts to "Items," Accounts to "Boards," or transforming Custom Objects into relevant monday CRM entities, Trujay's intuitive mapping interface simplifies the process. The professional services team is also available to provide guidance throughout the mapping process, ensuring accurate and efficient data transfer.
There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (email@example.com or firstname.lastname@example.org). From there you can mark and remove those and these costs are pretty minimal as well.
You have options
To wrap up
Migrating from Microsoft Dynamics to monday CRM opens doors to enhanced flexibility and customization for your CRM system. With Trujay's data migration application and professional services, this migration process becomes seamless and hassle-free.
Whether you choose the self-service option, guided support, or opt for a custom migration, Trujay's expertise and comprehensive tools ensure a successful transition. Say goodbye to the limitations of the classic data structure and embrace the power of "Boards," "Groups," and "Items" within monday sales CRM. With Trujay, your migration from Microsoft Dynamics to monday CRM will be a hassle-free and transformative process.