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Act! CRM Migration Acct/Cont: 2-Day Implementation

MTC

Two-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.

This service offer is typically a 2-step, 2-day process that involves a comprehensive analysis of your Act! CRM environment and processes for a smooth migration of Account & Contact entities to Dynamics 365.

During the Act! CRM migration of Account & Contact entities, MTC’s experts will engage with you to perform the following:

Agenda

Step 1 Data Analysis & Mapping

  • Analyze the Act! CRM environment and processes
  • Review and resolve the dependencies and challenges for Act! CRM migration
  • Map the data from Act! CRM to Dynamics 365/Dynamics CRM
  • Cleanse the data

Step 2: UAT & Live Act! CRM Migration

  • Perform Act! CRM migration in sandbox environment
  • Perform Data Validation in sandbox environment
  • Perform UAT and Performance Testing for successful Act! CRM migration
  • Review and resolve issues identified in UAT and take sign-off
  • Perform Live Act! CRM migration and take sign-off

Deliverables

  • Successful Act! CRM migration of Account & Contact Entities
  • Migration status report
  • Post-migration support as applicable

Note

  • Management Technology Consulting (MTC) is a US headquartered LLC, dedicated exclusively to Microsoft Dynamics 365 / CRM professional services and outsourcing with heavy engineering expertise.
  • MTC is built on optimized delivery technology and globally preferred cost center operations to deliver high-quality superior-value rapidly to all markets around the globe 24 hours a day.
  • This migration is limited for up to 10K entity/table records. Anything beyond 10K records will need separate charges and timelines.
  • Write to MTC at salesteam@mtccrm.com for any queries.
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