How it works?

How it works?
How it works? 2019-01-28T22:40:29+00:00

Effortlessly migrate your OnPremise CRM data to Online

How does it work?

  1. Techdio is granted access to the CRM database (Either directly or indirectly)
  2. We analyze the database for size and other conditions
  3. We plan and agree on timeline
  4. We perform first data migration (Delta1)
  5. The customer/partner tests data
  6. Upon closer agreement, we complete with a delta2 migration
  7. Finally, after closer agreement we plan a delta 2 migrate

Please contact us for more information.

 Limitations

  • Audit data in CRM cannot be migrated
  • All attachments saved in SharePoint will not be migrated
  • Createdby and modifiedby will be updated to the user importing data
  • Modifiedon will be updated to the actual date
  • Saved personal and system views will be migrated however they will need to be updated manually if  queries contain relation to another entity

Prerequisite

  • CRM Online organisation
  • All users are created with exact name and e-mail
  • All managed solutions needs to be provided or installed on CRM Online
  • All workflows, processes and plugins needs to be disabled prior to migrate
  • CRM online requires minimum the same storage size as the database size

Techdio is a CRM ISV partner located in Copenhagen, Denmark.