Dynamics CRM reporting integration, ETL and migration process map

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Dynamics CRM Integration and Data Migration Services

Every organization migrates from legacy CRM to Dynamics CRM or integrates their CRM data and process with cloud SaaS applications. Some of the scenarios are:

  1. Data migration, from current CRM like Salesforce and ACT II to Dynamics CRM.
  2. Data synchronization, for bidirectional data change between CRM and other applications.
  3. Replication, with SSRS reporting application.
  4. Integration, with ERP applications like Microsoft Dynamics NAV and SAP.

Location of business data is always in flux because of the wide spread technology landscape in an organization. SAI has specialized methodologies and process for the above scenarios.

SAI Dynamics CRM Integration and Migration Framework

SAI Dynamics CRM integration framework for coexistence of Dynamics CRM, NAV, SAP, and PeopleSoft.

SAI Dynamics CRM Process Map

 Dynamics CRM integration and migration methodology and process map.

SAI value addition and accelerators

Prebuilt Data Map

For migration from legacy CRM, SAI has prebuilt data map for standard entities like Accounts, Contacts, Products & Prices, Opportunities, Leads, Contracts, Solutions, Cases, Tasks, Notes, and Attachments

Automated migration validation of target platforms

Automated migration validation of target platforms: SAI implements process of validating the integration jobs, pre & post migration and rationalization of SSRS reports before migration

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