This Post is the third in a series of four about migrating from GoldMine to Microsoft Dynamics CRM. It details system preparation and migrating contact details, including email and web addresses. The final post will step through the process of migrating activities, history, emails, attachments and opportunities.
Posts tagged ‘migration to Microsoft DYnamics CRM’
Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This second post, in a series of four, focuses on the Project Management of CRM migrations. Drawing on extensive experience in this field, David Evans, CTO InaPlex, presents some key factors to consider when managing a migration project.