XRM

Microsoft dynamic CRM

Migration & Upgrade

Every organization wants its applications to reach the widest possible market effectively. To achieve this, organizations sometimes need to switch platforms. For example, a client using CRM software such as Goldmine, Sage CRM, or Salesforce may decide to migrate to Microsoft Dynamics CRM. To support such client requirements, XRM Labs offers professional data migration services.

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CRM Migration & Upgrade Services

Seamless migration from legacy CRM platforms to Microsoft Dynamics 365 is essential for enterprises that want to stay competitive, efficient, and future-ready. At XRMLABS Labs, we ensure your migration or upgrade journey is error-free, thoroughly tested, and aligned with your business goals. With our proven expertise, you can count on us to deliver a smooth transition that supports your growth strategy.

XRMLABS Labs Data Migration Services

Our data migration framework for Dynamics 365 is designed to be secure, efficient, and minimally disruptive. We simplify the process with automated migration tools, reducing manual effort and ensuring data integrity throughout the transition.

Our services include:

  • Cleansing, transforming, merging, and de-duplicating data
  • Migrating accounts, contacts, opportunities, activities, and email histories
  • Transferring documents and attachments
  • Reassigning account ownership to authorized D365 users
  • Validating migrated data to ensure accuracy and consistency

Migration Process

Assessment & Planning

Analyze existing system, identify gaps, deprecated elements, dependencies, and define upgrade readiness checklist thoroughly.

Pre-Upgrade Cleanup

Delete unused components, obsolete plugins, redundant workflows, and consolidate custom scripts for easier upgrade management.

Data Migration

Use reliable tools like KingswaySoft or SSIS to move data securely across all necessary environments.

Customization

Migrate plugins, workflows to Power Automate, update JavaScript, and validate custom logic for compatibility.

Testing & Validation

Execute regression, performance, and functional tests to validate system behavior and confirm successful upgrade.

Go-Live & Support

Launch updated system with user training, active monitoring, and ongoing post-upgrade support.

Ensuring a Smooth Transition

Migrating from a legacy CRM can be challenging, but with XRMLABS Labs’ team of certified Dynamics 365 experts, you gain a partner who can troubleshoot issues quickly and ensure zero downtime for your business. We provide:

  • Comprehensive pre-migration assessments
  • Secure and compliant migration methods
  • Remote support and real-time monitoring
  • Post-migration validation and optimization

Our clients consistently praise the expertise and dedication of our specialists, who make the transition to Microsoft Dynamics 365 seamless—even for teams new to the platform.

With XRMLABS Labs CRM Migration & Upgrade Services, your business not only experiences a hassle-free migration but also gains a future-ready CRM platform that drives growth, productivity, and customer success.


Interested in our services? Still not sure about project details? get a quote