Dynamics CRM Migration Services

Save 60% of your Migration costs with our onsite/offshore model

Congruent aids customers to seamlessly transition their existing version of Dynamics CRM to the latest Dynamics CRM 2016. Our strong expertise on Dynamics CRM coupled with experience of migrating CRM instances makes us one of the most reliable CRM partners. We use an onsite-offshore model for CRM migration which also helps our customers to save more than 60% of their costs for their migration purposes. Our expertise across the entire Microsoft suite of products makes us a reliable partner for any kind of support around the software or hardware.

Congruent follows consulting approach during migration which focuses on upgrading the existing Dynamics CRM applications and work towards further betterment of its features & functionality while implementing them. This includes educating customers with the new features on the target version and effectively leveraging them for their business.

Migration through supported way

Migrating Dynamics CRM should be in a way that after migration, the CRM customizations / instances works seamlessly in new version. Congruent upgrades Dynamics CRM in the supported format as recommended by Microsoft.

Data migration

Congruent has profound experience in migrating data with the integrity using different tools based on customer needs such as basic out of box migration tool, specialized migration tool like scribe, SSIS etc. and building custom migration tool on-demand.

Migrating the complete solution

Migrating partner should be one stop shop for customers to upgrade the entire solution, not just their Dynamics CRM application. Congruent’s expertise on Dynamics CRM, XRM and related technologies makes us irreplaceable for upgrading the entire solution which includes advanced or non-core CRM customization, custom add-ons and integration systems.

Need For Migrating To Dynamics CRM 2016

  • Other office apps within CRM

    Avoid opening multiple apps and enhance user productivity by opening other office apps such as SharePoint, Word, Excel, OneDrive and PowerPoint within CRM. Simply tapping the back button, users can easily return to the CRM app.

  • CRM app for Outlook

    Enhanced email tracking feature, adding contact from within an email and advanced mobile functionality

  • Enhanced Excel integration

    Users can calculate or forecast sales within the CRM using enhanced excel integrations. Export data to excel directly from your tablet and mobile devices with the CRM mobile app.

  • Delve Integration

    Find the relevant documents quickly specific to each user based on user’s activities and connections using Delve.

  • Advanced Document Generation

    Using pre-defined Word and Excel templates with Document Generation create personalized sales documents. Automatically have CRM data from account summaries, quotes and invoices, and product sheets extracted.

  • Cortana Integration

    Dynamics CRM 2016 integrates with Cortana to offer most relevant information to your sales team from various CRM data like sales activities, account and opportunities.

  • CRM Mobile

    Now CRM 2016 users can create, edit or delete data even when offline. Automated sync ensures that updates are applied to the live CRM system

  • Guided user experience

    The new Dynamics CRM Online 2016 includes a learning layer to speed up the learning process in order to increase the user productivity.

Click here to view our entire assortment of case studies.

We would be happy to understand your current CRM version and help you in migrating to Dynamics CRM 2016. Kindly use the enquiry form to get in touch us.



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