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DYNAMICS 365 CRM CONSULTING

How to Create a CRM Migration Plan That Includes ERP Integration

With expert Dynamics 365 consultants at Dominic Systems, we migrate your CRM to a new system and includes ERP integration for smooth business continuity.

You’ve already integrated your CRM with your ERP—but now you’re ready to migrate to a different system. Consider a scenario where a business currently uses both SYSPRO CRM and SYSPRO ERP and now wants to migrate to Dynamics 365 while continuing to includes ERP integration to ensure business continuity.

SYSPRO CRM + SYSPRO ERP -> Migrate to -> Dynamics 365 + SYSPRO ERP

To address this effectively, you must take a two-step approach:

  1. Migrate your existing CRM data to Dynamics 365.
  2. Ensure that Dynamics 365 integrates smoothly with your SYSPRO ERP.

Let’s explore how to execute these steps clearly and efficiently.

Key steps to implement a CRM migration and simultaneous ERP integration

  • Internal Buy-In
    Make sure you have your team on board with the upcoming CRM migration, especially the teams that will need to use it every day.
  • Set Goals
    What would your ideal CRM be able to accomplish? Imagine what success would look like and set goals for the upcoming migration.
  • Find the Right Partner
    A vendor can help you choose the right CRM to meet your goals. The vendor should also have migration experience for the specific CRM you choose.
  • 360 CRM Assessment
    With a vendor on board, it’s time to assess what’s under the hood. Identify the data, file attachments, third-party integrations, and customizations you need to map out.
  • Data Mapping
    Data mapping is essential for aligning information from your old system to the new one using the right format, automation, and customizations. If you’re also integrating the new CRM with your ERP, be sure to factor that into this stage.
  • Migration
    This is where the magic happens. Your CRM migration partner might use different strategies for the CRM Migration, depending on your goals. For example, they might do a custom migration or use a pre-built tool to streamline the process.
  • Integration
    With the data safely in its new CRM environment, your partner can now connect it back to your ERP to synchronize this data.
  • Team Onboarding
    Once your new CRM is ready to use and loaded with data, it’s time to get your team familiar with the new system to ensure CRM success. This involves training, motivating and potentially even personal CRM customizing. You want your team to not only use the system but love it.

Fully Customized Integration vs. Using a Pre-Built Tool

While the steps above can be completely customized and implemented on a project-by-project basis, another more efficient option is to use a tool that has been pre-built to handle migrations and integrations for your CRM/ERP combination. A pre-built tool will have the data mapping, migration and integration phases ready out of the box to configure to your specific data.

Pre-Built Tool Example: Connector for SYSPRO®

An example of a pre-built CRM migration tool is our proprietary Connector for SYSPRO® that is designed to fit a wide range of migration scenarios for moving from SYSPRO CRM to Dynamics 365 and then integrating this data with SYSPRO ERP. Our CRM Migration package includes drivers and mappings (DTS) for all the necessary integration points that also utilizes a variety of “Reference Table” integration points for ancillary SYSPRO Tables (like customer classes, price lists, tax tables and more). A pre-built tool like Connector for SYSPRO® can save a lot of time and cost for your CRM migration project.

Do you have an upcoming CRM Migration?

Check out our CRM Migration Services, including fully customizable CRM migrations and our SYSPRO CRM standard migration package, using our proprietary Connector for SYSPRO® tool.

What to Expect When You Migrate from SYSPRO CRM to Microsoft Dynamics 365