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 XRM 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.

Why Microsoft Dynamics 365?

  • Enhanced sales and customer engagement management
  • Increased sales productivity with intelligent insights
  • Simplified and automated business processes
  • Smarter, data-driven decision making
  • Scalable and secure cloud-based infrastructure

XRM 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

What We Migrate

Power Automate

We design and implement custom Power Automate flows to streamline operations, boost productivity, and integrate business systems.

CRM Customization

Tailored dashboard and CRM enhancements integrated seamlessly with your existing business systems.

Canvas Apps

We provide expert Canvas app development to help businesses build custom, user-friendly apps with drag-and-drop ease tailored to their workflows.

Ensuring a Smooth Transition

Migrating from a legacy CRM can be challenging, but with XRM 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 XRM 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