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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 Infor CRM (formerly Saleslogix), but aren't sure you have the time and resources?

Leveraging our vast experience, has developed a cost-effective solution to quickly and easily migrate from Infor CRM (formerly Saleslogix) to Microsoft Dynamics 365 for Sales. This implementation includes migrating up to 100,000 Account and Contact records and related Users from Infor CRM (formerly Saleslogix) to Microsoft Dynamics for Sales for a pre-defined set of fields.

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

Estimates for extending this implementation to include additional entities, fields, configurations, customization, etc. will be provided upon request.

Agenda

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

Day 2-4 Cloud Deployment

  • Deploy an out-of-the-box Microsoft Dynamics 365 for Sales Cloud environment
  • Import all identified historical Infor CRM (Saleslogix) users into Microsoft Dynamics 365 for Sales
  • Assign licenses and Salesperson security roles to Microsoft Dynamics 365 for Sales users
  • Perform data migration with TrellisPoint's Infor Migration Tool

Day 5 Review & Launch

  • Hold joint review of migrated data
  • Provide 1-hour Microsoft Dynamics 365 for Sales overview

 

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