Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Mahender Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Mahender Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

Migrating data

Customer data is very important for any business, so it is critical to migrate customer data correctly. We need to perform data migration activities when we are upgrading from earlier versions to Dynamics 365 CE or implementing a fresh Dynamics 365 CE version for a customer. We also need to perform data migration if we are using an on-premises system and our customer wants to upgrade to Dynamics 365 CE Online. So, depending on the scenario, the data migration activity is performed accordingly.

To perform data migration, we can use the following options:

  • Database restore: We can use this option for an on-premises upgrade. We can take a backup of our Dynamics CRM database and can restore it for the new SQL server. Once the database is set up, we can use the deployment manager to import our organization using the restored database.
  • Using Dynamics 365 Data Import:...