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Infor CRM to Dynamics 365: 1-Wk Implementation

TrellisPoint LLC

Migrate up to 100,000 of your business Accounts, Contacts and related Users from Infor CRM (formerly Saleslogix) to a trial of Microsoft Dynamics 365 for Sales.

Leveraging our experience with both Infor CRM (formerly Saleslogix) and Microsoft Dynamics 365, TrellisPoint has developed a cost-effective solution enabling Infor CRM (formerly Saleslogix) organizations to quickly and easily migrate to Microsoft Dynamics 365. This 1-week implementation will include a trial period of Microsoft Dynamics 365 for Sales and a data migration of 100,000 of your business Accounts and Contact records from specific Infor CRM to specific Dynamics 365 standard, out-of-the-box fields. The list of fields will be provided prior to the start of the implementation*.

*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 and Infor CRM credentials, VPN login and client application VPN.

Agenda

Day 1 - Assessment & Data Collection

  • Assessment Web meeting
  • Gather existing Infor CRM system details
  • Collect sample data for out-of-the-box Account & Contact data fields to be migrated. (Additional Record types or Custom fields are not included in this offer and would be an additional charge)
  • Audit Infor CRM database to identify current, retired and deleted users

Day 2 & 3 - Setup Trial & Utilize Data Migration Tool

  • Setup and deploy an out-of-the-box Dynamics 365 trial environment
  • Perform an import of all identified historical Infor CRM users into Dynamics 365
  • Assign trial licenses and security roles to each Dynamics 365 user
  • Perform data migration with TrellisPoint’s Infor Migration tool to load sample data

Day 4 - Finalize Migration & Review

  • Client to review migrated data
  • Finalize migration

Day 5 – Launch Trial & Training

  • Provide users with trial system access
  • Provide 1-hour Dynamics 365 overview training session
  • Discuss potential next steps
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