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Easy tips to migrate your data from on-premise to online with MS Dynamics


With the changing times and the changing needs of the customers, companies are gradually moving from the on-premise system to the Cloud. Cloud offers innumerable benefits, especially in terms of the services and costs.

If your company is into selling products online, you can really leverage Microsoft cloud’s unique features. The generated orders and all the information related to them is processed in real-time so that your team knows exactly what to do. Also, your customers can easily access the information available about their order status and the delivery route.

This real-time information gives your sales team a significant advantage when communicating with customers and closing a deal. The management teams can access the real-time information about business activities and monitor the processes, no matter where they are. This helps them make better and informed business decisions.

While moving your business processes to the Cloud sounds like a profitable idea, it can be a humongous task when it comes down to the migration of data. Though it is a pretty straightforward process, you would need to install Dynamics CRM in an environment that meets Microsoft’s technical specifications.

Let us help you out with a few handy tips that will make the transition easier and faster for your organization.

1. Switch to the subscription model

Switch your license to the subscription model and provision your cloud environment. With the help of the InfoStrat Dynamics 365 cost calculator, you can choose the plan that is right for your business and fits your needs. Microsoft has a provision, according to which, you can run Dynamics on-premises with your cloud subscription. So, there is no need to buy duplicate licenses/subscriptions for your users.

2. Upgrade to the latest version of Dynamics 365

It is always advisable to upgrade to the newest version on premises. Microsoft doesn’t allow an even transition which allows you to skip versions, so you will need to upgrade to each of the successive versions.

3. Use a data migration tool

You can consider using a data migration tool such as the Scribe. It will help you save a lot of time for development and testing during the migration. With the special migration bundles that Scribe offers for a subscription, you can migrate faster than you can imagine.

4. Try moving to Office 365

If you haven’t already moved to Microsoft Office 365, this might be the perfect time to do it.  With Office 365, you can consolidate the training and support changes. Dynamics 365 is managed from the Office 365 management console.