Microsoft Dynamics CRM migration to Dynamics 365.

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the way forward: empower your sales & marketing teams with Dynamics 365.

If you are still running an older version of Dynamics CRM, it’s time to consider migrating to Dynamics 365. In 2016, Dynamics CRM was rolled into Dynamics 365, a comprehensive suite of modular enterprise resource planning (ERP) and customer relationship management (CRM) applications.

In recent years, given a focus on innovating its Dynamics 365 solutions, Microsoft has been ending mainstream support for most of its legacy products, including Dynamics CRM. This means that Microsoft will not add any new features to Dynamics CRM beyond standard security updates. On the other hand, Dynamics 365 is being continuously upgraded to empower businesses with advanced AI-powered functionality and predictive insights.

Businesses that want to future proof their sales and marketing solutions should prepare for a Dynamics CRM migration to Dynamics 365. As a Microsoft Solutions Partner, GraVoc has the expertise to help your business smoothly transition from Dynamics CRM to Dynamics 365. Work with us to modernize your CRM technology!

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Dynamics 365 applications for CRM.

Dynamics 365 Sales

Dynamics 365 Sales is Microsoft’s powerful cloud CRM with AI-powered capabilities that help salespeople manage their pipeline, target the right leads and opportunities, and enhance productivity.

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Dynamics 365 Customer Insights

Dynamics 365 Customer Insights, formerly known as Dynamics 365 Marketing, leverages AI to help your business create trigger-based campaigns across channels and engage your customers with personalized experiences. Use Dynamics 365 Customer Insights – Journeys to build audience segments, send communication via email, push notification, and text message, and create trigger-based events in response to customer actions.

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benefits of Dynamics CRM migration to Dynamics 365.

Microsoft is pouring its resources into the Dynamics 365 products, adding features that make these applications more intelligent and intuitive. Dynamics CRM, on the other hand, is an aging software that has stopped receiving new feature updates. Businesses that delay migration will ultimately find their CRM to be a limiting factor in elevating their ability to find, track, and engage with leads in a meaningful way across multiple channels.

Here are some of the top benefits of a Dynamics CRM migration to Dynamics 365.

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cloud CRM

Cloud deployment for CRM offers many advantages, including reduced costs of IT infrastructure and maintenance, and consistent product updates.

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advanced reporting capabilities

With a seamless integration to Power BI, Dynamics 365 offers more advanced reporting capabilities to track sales performance and make data-driven decisions.

enhanced LinkedIn integration

Dynamics 365 Sales can be seamlessly integrated with the LinkedIn Sales Navigator that can help your salespeople with prospecting. This integration allows your sales team to benefit from insights, discover mutual connections for recommended leads, and get analytics on relationship health.

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AI & predictive insights

Dynamics 365 is backed by intelligent AI-driven features and insights that empower your sales and marketing teams to find, nurture, and engage leads across multiple touchpoints. Features like predictive analysis, conversational intelligence, and AI-backed customer insights augment your teams’ efforts to reach customers and close deals.

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modern, scalable CRM

Dynamics 365 is the future of CRM. The platform is being continuously updated by Microsoft to provide users with smarter and more intuitive features – backed by cutting-edge AI – that help them deliver personalized customer experiences, find the right opportunities, and close more deals. With Microsoft committed to innovating Dynamics 365, users can benefit from a CRM that is ahead of the curve. Dynamics CRM, on the hand, is slowly aging out of the market, which means that these users risk being left behind as more businesses begin leveraging new AI-powered features and other next-generation technology.

our proven Dynamics CRM to Dynamics 365 migration process:

1. discovery
2. data migration
3. ISV product integration
4. customization
5. user acceptance testing & training
6. project management
7. ongoing training & support

Review of your current business processes and how your Dynamics CRM supports your sales and marketing operations. Through this process, we determine and plan for additional customizations and integrations to your Dynamics Sales and Customer Insights solutions.

Move all data and reports from your Dynamics CRM to your Dynamics 365 system.

We assist with selecting and implementing ISV products to augment the functionality of your new Dynamics 365 system.

We design customizations to ensure cloud compatibility and other feature enhancements.

We conduct multiple rounds of user acceptance testing to identify and fix any usability or data migration issues before the system is launched. Our team also offers user training to key stakeholders to boost comfort with and adoption of the new cloud CRM system.

Through the upgrade, we provide dedicated project management and ensure transparency on budget, scope, hours, and progress.

Once the Dynamics 365 system is live, we continue to perform end-user training to help your employees fully leverage new functionalities and enhance productivity. We also assist with troubleshooting any issues to ensure high performance.

why choose GraVoc for your Dynamics CRM migration.

GraVoc ISO 27001 services

extensive managed support

We won’t just migrate your Dynamics CRM to the cloud and leave you to figure out the rest. GraVoc provides extensive managed support services to ensure continual upgrades and maintenance of your Dynamics 365 solutions. Our support services, including user training, troubleshooting, and system updates, are designed to ease the transition from your legacy Dynamics CRM to the new Dynamics 365 Sales or Customer Insights solution.

30+ years of expertise

During our many years as a Microsoft partner, our team has successfully completed hundreds of Microsoft Dynamics 365 implementation projects, including assisting customers with Dynamics 365 Sales and Customer Insights deployments and upgrades. We deliver tailored and functional solutions for our clients that optimize the capabilities of their CRM. Our team pays close attention to what our clients need, resulting in the development of custom integrations with platforms like Power BI that augment the functionality of their Dynamics 365 solution.

GraVoc’s many success stories are a testament to the quality of our work, expertise, and dedication to customer satisfaction.

Microsoft Solutions Partner for Business Applications.

Previously a Microsoft Certified Gold Partner, GraVoc is now a Microsoft Solutions Partner for Business Applications. Our team has extensive training, years of industry experience, and over 100 certifications that strongly demonstrate our expertise in implementing Microsoft Dynamics 365 solutions.

we ♥ our Dynamics 365 community!

Our company is deeply engaged with the Microsoft Dynamics 365 Community, actively participating in various capacities to contribute and collaborate within this dynamic ecosystem. As a leading Microsoft partner, we have forged strong connections with both clients and industry peers. We frequently attend national summits and events, where we gain valuable insights, share best practices, and explore the latest innovations in the Microsoft Dynamics 365 platform.

Our commitment to the community underscores our dedication to delivering top-notch solutions and services to our clients, ensuring they harness the full potential of Microsoft Dynamics technology for their business needs! Click the toggle below for a list of Microsoft networks we are affiliated with!

Microsoft Network

let’s talk about migrating your Dynamics CRM.

Do you have a question or want to discuss migrating your legacy Dynamics CRM to Dynamics 365? Contact a GraVoc employee by filling out the form below. 

Dynamics & Microsoft Dynamics 365 news.