What to Expect When Migrating from SYSPRO CRM to Microsoft Dynamics 365

What data can you migrate from SYSPRO to Dynamics 365?

Migrating from SYSPRO CRM to Microsoft Dynamics 365 is straightforward, as SYSPRO stores data within an easily accessible SQL database. This means you can transfer critical customer data seamlessly, ensuring no loss of important business information.

Dynamics 365 can support a wide variety of specific processes:

• Sales Management
• Customer Service
• Warranty Tracking
• Returns Processing
• Quote Management
• Configurable Quote Creation
• Field Service Management/Remote Users

What integration points should you have between your CRM and SYSPRO?

Successful migration from SYSPRO CRM to Microsoft Dynamics 365 requires effective communication between Dynamics 365 and SYSPRO ERP. Key integration points typically include:

• Sales Orders / Order fulfillment
• Returns and RMA Management
• New Customer Creation
• Updates to Existing Customers
• Customer Account Status and History Data
• Real-Time Inventory Checks
• Pricing and Discount Management
• And more – ask us how easy it is to configure the migration to your specific business processes.

These integrations ensure data consistency, improve workflow efficiency, and provide real-time insights.

The best part is that we can completely automate the integration between CRM and SYSPRO ERP (and vice versa)!

Do you need to provide your customers or third parties with a portal?

Microsoft Dynamics 365 facilitates seamless interactions with customers and third parties through comprehensive portals, supporting functions like:

• Account Management and Inquiries
• Order Status and History
• Quote Requests
• Online Ordering
• Return Requests
• Warranty Claims

Portals empower your customers and partners, enhance transparency, and reduce administrative overhead.

Is Migrating from SYSPRO CRM to Microsoft Dynamics 365 Time-Consuming?

It depends if you do it manually (which can be both time and cost-intensive) or via a pre-built tool like our Dynamics 365 Connector for SYSPRO.

Are You Ready to Fully Utilize Microsoft Dynamics 365 Power?

With our Connector for SYSPRO pre-built integration tool, you can create custom CRM integrations that fit your unique business processes. This entire process can be automated, saving time and cost for your company. Dominic Systems acts as a trusted advisor and provides ongoing user coaching and support after the implementation process. Learn more about previous customer success stories.

If you are looking to migrate from the SYSPRO CRM to Dynamics 365 CRM system, support your implementation with our highly qualified CRM consultants.