Best Practice

MS Dynamics CRM

TWONG x gorelate: gomigrate: Rapid CRM migration during ongoing business operations

12. June 2017

Tina Zembacher

From the changeover to the new CRM system, TWONG® expected
the Viennese manufacturer of mobile mounting systems, maximum data quality and customer care. From the conversion process itself, a minimum of personal effort and impairment of ongoing business operations. With the help of their migration tool gomigrate, the CRM consulting company gorelate performed the complete conversion Microsoft Dynamics CRM through.

Sequence

The migration of the old system update.CRM took place in three steps:

  • Initial migration based on database snapshots
  • Adjustments to the Dynamics CRM application
  • Delta migration of data changes to the new system

First, the existing system update.CRM was migrated to Microsoft Dynamics CRM Online. The mapping of the update.CRM data model in Dynamics CRM was carried out using the gomigrate migration tool  developed by gorelate. This tool not only enables the field mapping of different data models but also facilitates data migration and user transfer. After the initial migration, adjustments were made to forms, lists, dashboards, and templates in the new CRM system without disrupting the customer's daily work. The Microsoft Dynamics CRM system, which had been serving as a "development and test system" until then, was then accepted by the customer. Subsequently, a delta migration was performed to transfer the modified or new records that had occurred in the meantime to the new CRM system. This transition automatically turned the Microsoft Dynamics CRM test system into the production system, allowing the old CRM solution to be replaced.

Benefits at a glance

  • Initial data transfer using a specially developed tool

The gomigrate migration tool, developed by gorelate, enabled the seamless initial transfer of data from existing CRM systems to MS Dynamics CRM (both online and on-site), including the creation of missing fields, tables and structures.

  • Disposal of “legacy” via field mapping

The areas to be transferred from the old to the new CRM system were determined by means of data analysis. On this basis, gorelate specified the field mapping, e.g. the use of individual fields and degree to which they had been filled. This means that fields that were not filled in the old system were not migrated. The side effect was to get rid of unneeded “legacy burdens”.

  • Removal of duplicates, transfer of permissions

Documents that had been saved more than once were cleaned up during the takeober, and documents that were no longer needed were skipped. In adition to the data model transfer and the data migration, the processor assignments were also transferred to the new system and used to map the access rights. 

  • Conversion in best time

The entire duration of the project from start to finish was less than a month, including adjustments and customising.

„"The migration to the Microsoft Dynamics CRM system using the gorelate's migration tool was done smoothly, quickly and very efficiently. It's fun to work with the gorelate team."

Thomas Gürtelbauer, Managing Director of TWONG® Engineering

More posts

Best Practice

MS Dynamics CRM

20. November 2023

Ina Baltes

Energie Steiermark x gorelate: Digitalisation of customer service and planned use of AI for increased customer satisfaction.

MS Dynamics CRM

31. July 2023

Nikolaus Matejka

Dynamics 365 release-wave-2/2023

MS Dynamics CRM

13. July 2023

Nikolaus Matejka

Enterprise AI: Microsoft 365 Copilot für Sales, Marketing und Service

MS Dynamics CRM

Products

04. July 2023

Nikolaus Matejka

Efficient customer support as a team: The synergy of Teams integration and swarming in Dynamics 365 Customer Service

Best Practice

MS Dynamics CRM

21. April 2023

Ina Baltes

MYFLEXBOX x gorelate: Visualisation

Best Practice

MS Dynamics CRM

22. December 2022

Theres Baumgartner

VERBUND x gorelate

Best Practice

MS Dynamics CRM

24. October 2022

Theres Baumgartner

GBTEC x gorelate: Unified Dynamics 365 & harmonised sales process

Best Practice

MS Dynamics CRM

19. October 2022

Theres Baumgartner

Heel x gorelate a CRM project

Best Practice

15. April 2022

Theres Baumgartner

goUse Case: Event check-in app with QR code scanner

Best Practice

MS Dynamics CRM

19. November 2021

Theres Baumgartner

Kinderhospiz Netz x gorelate - Patient data management, MS Teams integration & time registration

Best Practice

Products

Shopping cart on blue background. Shop trolley at supermarket as sale, discount, shopaholism concept with copy space for text or design.

29. June 2021

Theres Baumgartner

Personalised advertising: The pros and cons

MS Dynamics CRM

great idea concept with crumpled office paper and light bulb

29. June 2021

Theres Baumgartner

A successful customer insights project in 6 (+ 2) steps

Best Practice

29. June 2021

Theres Baumgartner

Customer Insights: Data privacy and GDPR

MS Dynamics CRM

gorelate

12. May 2021

Theres Baumgartner

Glossary: Do you speak Insights?

gorelate

Products

30. April 2021

Theres Baumgartner

MS Catalyst: How to learn digitisation and transformation

MS Dynamics CRM

Products

25. March 2021

Theres Baumgartner

Mixed Reality: Between 'HoloLens' and science fiction Bond

MS Dynamics CRM

24. September 2019

Tina Zembacher

Artificial intelligence in CRM: How smart is it really?

Best Practice

MS Dynamics CRM

12. June 2017

Tina Zembacher

TWONG x gorelate: gomigrate: Rapid CRM migration during ongoing business operations

MS Dynamics CRM

Best Practice

12. January 2017

Tina Zembacher

Auer Signal x gorelate: CRM consulting with handshake quality