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Migrate Infor CRM to Dynamics: 1-Wk Implementation

TrellisPoint LLC

Migrate up to 100,000 of your sales Account and Contact records and related Users from Infor CRM (formerly Saleslogix) to Microsoft Dynamics 365 for Sales

Is your business or sales team considering a migration from your outdated Infor CRM (formerly Saleslogix) system, but aren't sure you have the time and resources to migrate to a more modern solution?

Leveraging our vast experience with both Infor CRM (formerly Saleslogix) and Microsoft Dynamics 365, TrellisPoint has developed a cost-effective solution to quickly and easily migrate to Microsoft Dynamics 365 for Sales. This 1-week implementation will include the migration of 100,000 Account and Contact records from Infor CRM to Dynamics 365 for Sales for a pre-defined set of fields. The list of fields will be provided prior to the start of the implementation*.

Service estimates for extending this implementation to include additional entities, fields, configurations or customization will be provided upon request.

All migration is subject to certain assumptions about the data to be migrated from Infor CRM (Saleslogix) to Dynamics 365. To perform any migration, TrellisPoint must have access to the Infor SQL Server database, Infor CRM credentials and client API.

Agenda

Day 1 Assessment & Data Collection * Provide Assessment Web meeting * Gather existing Infor CRM system details * Collect sample data for out-of-the-box Account & Contact fields to be migrated * Audit Infor CRM database to identify current, retired and deleted users

Day 2 - 4 Cloud Deployment * Deploy an out-of-the-box Dynamics 365 for Sales Cloud environment * Import all identified historical Infor CRM users into Dynamics 365 * Assign licenses and Salesperson security roles to Dynamics 365 users * Perform data migration with TrellisPoint’s Infor Migration tool

Day 5 Review and Launch * Hold joint review of migrated data * Provide 1-hour Dynamics 365 for Sales overview

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