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CRM data migration best practices
This blog is an effort to note down the mistakes made and lessons learned after couple of data migrations completed successfully for our clients.
If you are moving from CRM on premise or any platform to CRM Online, you will need to migrate your data.
First, determine which entities are being used and needs to be migrated. The order of migration is important as field(s) of an entity can be related to other entity and used on the entity(s) form.
Some of the points to consider while migration:
- Unique identifier in CRM
- Created On date
- Calculated fields
- Activity parties
Keeping these best practices in mind, you can quickly migrate your data in CRM Online.
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