Industry • Technology – Cloud Storage Current Phase • Live & under Support Contract Solution • Data Migration Dynamics CRM 8.2 to 9.1 Technologies • Microsoft Dynamics 365 CRM (9.1), Dynamics CRM SDK Users • Total Users: 60 The Solution To avoid downtime of existing Dynamics CRM 8.1 we have worked on standalone system and migrated the entire data. We have followed the below steps to migrate. • Customizations Migration o Entities: Account, contacts, leads, opportunities, proposal requirements, sales stage audit, notes, Activities and custom entities. o Entity Components: Forms, views, business rules, and custom reports o Settings: Users, Mailboxes, Email Templates o Solution Components: Dashboards, workflows, and plugins o • Data Migration using CRM Data Migration tool/SDK o Migrated Data of Accounts, Contacts, Leads, Opportunities, and related system entities and custom entities. o Phone Calls, Appointments, Tasks, and Emails related to above entities were then migrated o Notes and attachments were migrated at the end as there were several thousand notes with attachments in on-premises CRM Benefits • With zero down time the entire data was migrated to a new instance of latest Dynamics CRM 9.1. Visit: https://www.zelitesolutions.com/case-studies/complex-crm-migration-to-microsoft-dynamics-crm-on-premise/ https://www.zelitesolutions.com/