The “Microsoft Dynamics 365 CRM Configuration migration tool“ is designed to migrate the entity configuration data from one environment to another. To clarify, configuration data is a kind of metadata, or data about data. The configuration tool allows efficient movement of entity configuration data without custom code or leveraging ETL tools. Additionally, there are many other valuable features that will help users.
Dynamics 365 is one of the most effective tools that proficiently caters to different business needs. In addition, all types of CRM developers choose Dynamics 365 because of its no-code property.
Create a schema with help of Dynamics 365; the schema file will contain information about the data to be exported. Complete the following steps to build the schema file:
Import the exported configuration data to the target Customer Engagement instance with the following steps:
Charter Global provides proficient resources and CRM experts that offer their services to plan and manage efficient Dynamics 365 CRM strategy. Take productivity to next level with us.
As a full-spectrum powerful CRM engine, Dynamics 365 is equipped with the following apps:
These apps seamlessly work together to empower the sales, marketing, and service delivery teams. Our professionals will work together with your team to understand your business’ unique needs in a better way to plan and execute the most effective CRM system.
Dynamics 365 can be implemented solely in the cloud, on premise or hybrid. This application integrates with other products like Office 365 and comes with advanced features like Microsoft Flow and Microsoft PowerApps which enhance its productivity and maximize employee efficiency.
Benefits of using a configuration migration tool like Dynamics 365 CRM are:
Whether you want to migrate your business from other systems to CRM or want to upgrade from older versions, this requires a well-thought-out plan. Dynamics 365 CRM strategists at Charter Global have worked with several organizations and the well-defined methodology that’s designed by our experts assisted our clients in their data migration.