Seamless CRM Setup and Data Migration Without the Downtime or Data Loss
Whether you’re moving from spreadsheets, legacy CRMs, or other tools, we make your transition to Dynamics 365 smooth, accurate, and fast. From data mapping to workflow setup, we ensure every record, relationship, and rule works perfectly from day one.
What We Offer
Flawless CRM Setup and Data Migration from Any Platform
Our certified Dynamics 365 experts handle everything from planning and cleaning your data to configuring CRM modules, ensuring your teams can hit the ground running with zero disruption.
Here’s what we can help you with:
CRM Setup & Configuration
End-to-end setup of Dynamics 365 Sales, Marketing, and Customer Service modules.
Environment provisioning, user roles, and security configurations.
Custom dashboards, KPIs, and pipelines tailored to your teams.
Integration with Outlook, Teams, and third-party tools.
Data Migration
Migration from legacy CRMs (Salesforce, Zoho, HubSpot, Excel, custom tools, etc.).
Data mapping, deduplication, and transformation for Dynamics 365 schema.
Secure migration of contacts, leads, deals, cases, and activity history.
Validation, QA, and reconciliation to ensure 100% data integrity.
System Integration
Connect Dynamics 365 with ERP, accounting, or marketing automation platforms.
Real-time sync using Power Automate, API, or middleware connectors.
Unified data view across departments for smarter decision-making.
User Onboarding & Training
Personalized onboarding sessions for sales, marketing, and service teams
Hands-on training for admins to manage workflows and automations
Post-setup support and documentation for self-sufficiency
Testing & Go-Live Support
Pre-launch data validation and sandbox testing
Cutover strategy with zero downtime migration
Post-launch monitoring and optimization
Data Cleansing & Preparation
Identify and eliminate duplicates, incomplete, or outdated records
Standardize field formats, naming conventions, and relational data
Enrich your data with missing details for better reporting and insights
Who It’s For
Built for Teams Ready to Move Faster with a Modern CRM
Our migration and setup service is ideal for:
Success Snapshots
Real Results from Real Customizations
“Automated lead routing and boosted follow-ups by 40% in just 2 weeks.”
Client: HomeFlow Realty CRM
Real Estate – Florida, USA
“Tripled student engagement after automating campaigns with Dynamics 365 Marketing.”
Client: LearnSpark
EdTech – Toronto, Canada
“Reduced customer service case resolution time by 60% using SLA automation.”
Client: StyleBasket
Ecommerce – London, UK
“Migrated 250,000+ records and implemented automated email workflows within 30 days.”
Client: CrediEdge
Finance – Dubai, UAE
Industries We Serve
Data Migration and Setup Expertise Across Industries
We bring deep domain experience across sectors to make sure your CRM speaks your language not generic tech talk.
Real Estate
Migrate property and client databases, integrate listings, and track deals in one unified CRM.
Finance
Move sensitive client data securely while setting up advisor dashboards and KYC workflows.
Healthcare
Migrate patient and appointment records while maintaining compliance and accessibility.
Manufacturing
Centralize distributor, order, and supply data for streamlined CRM-based forecasting.
EdTech & Training
Import student and lead data, set up nurturing flows, and automate course engagement.
Ecommerce & Retail
Unify customer, order, and support data for consistent post-purchase experiences.
Why Choose Us
We Don’t Just Migrate Data We Build a CRM Foundation for Growth
Here’s why startups, enterprises, and agencies trust our Dynamics 365 experts:
Certified CRM Professionals
Experts in CRM setup, migration, and integration not just general IT support.
Zero Data Loss Guarantee
Structured validation and multi-step backups ensure every record lands safely.
Fast & Secure Migration
Automated pipelines and encrypted transfers protect your data and save time.
Agile & Transparent Workflow
Weekly updates, shared boards, and constant visibility no blind spots.
Flexible Engagement Models
Hire us hourly, monthly, or project-based scale your team as you grow.
Timezone-Aligned Support
We work in sync with your local hours to ensure smooth coordination and faster go-live.
Frequently Asked Questions
Got Questions? We’ve Got Straight Answers.
