Transfer Dynamics 365 Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be overwhelming for most people. The entire manual migration process is not meant to be made by newbies or people with little knowledge about programming and coding. You will likely also to meet the issue of your help desk software provider and their reluctance to help you abandon their system. After all, you will be their lost user. But relax, there’s still a way to import your data without stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import data from the Dynamics 365 into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. While it seems like you have a number of migration choices, all of them together require manual transfer.
Absence of Professionals
You can use API, CSV, and other ways to move data to Salesforce Service Cloud. Though, you’re going to need a professional IT personnel to manage the import process.
If you don’t have one within your team, you’re going to have to find one. And then you’ll have to find out if the created code will act exactly as expected.
Manual Import is Riskier
You could save a few dollars doing the transfer yourself. The chances are small though.
You might end up losing your records anyways. What is more, you may have to go through a record regain process and still lose records after the restore level.
Making Data Transfer Easier
Migrating data from your Dynamics 365 to Salesforce Service Cloud shouldn’t be a problem. In fact, we can make the process as easy as pie. You nevermore have to waste time moving things around and hoping for the best once the process is begun. Simply imagine the restarts and restorations that would have to take place if you make a mistake on both ends. Invest time in things that matter most – keeping your customers pleased. We will take care of the rest of the transfer!
Import from Dynamics 365 to Salesforce Service CloudOur work - Your Success
Putting efforts into our work every day, our team has taken years of practicing and experience and can involve them in managing your data import.
We can deal with all sorts of transfers from and to help desk or helpdesk-like systems.
We move everything, with no limits to Salesforce Service Cloud with our import tool. And we’re offering the following guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you need to continue with activities at once. Data transfer times will be so low that you won’t even notice it . And then your staff can go on with their daily tasks of caring for clients.
Test it First
A successful migration process should have a testing phase. This guarantees that the whole process will be successful, and you can detect any possible errors and fix them before setting up the real thing. Our experts have created a tool that gives you endless trial runs so that you can assess the process and anticipate any mistakes.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, software to install, or even code to write. Migrate records to Salesforce Service Cloud seamlessly.
Maintaining Ticket Integrity
Another challenge of data migration is the integrity of tickets. What use do transferred tickets have when they are scrambled or have some information missing. That’s why we have rigorous serviceability check before we launch our tool. We assure you that you’ll have an easy time transferring your data.
Why You Should Decide On Our Migration Services
Data Safety and Privacy
Most businesses are afraid to use import services for fear of information leaks. We understand your needs and we make certain that your information will only be used throughout the import process. All info will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you with the transfer . You’ll be supported throughout the migration and we’ll also make sure that everything is working as planned.
Information Safety
Our developers have created tools that won’t change the data in any way. The migration process will transfer your data from point A to point B without modifications or loss of information.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
The Salesforce Service Cloud Import Process
Import Preparation
As with any successful import, preparing is needed. Sign in to Service Cloud and create custom fields and agent accounts. Until now, triggers and automation rules have to be disabled.
Login your Dynamics 365
It’s time to go over to your Dynamics 365 and get the security tokens and credentials. You’ll use this to link your Dynamics 365 with Salesforce Service Cloud and set up the transfer process.
Linking Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and generate tokens and credentials. You’ll also have to provide these in the import wizard in order to finish the connection.
Preserving Records Structure
You can also adjust which records you want to be migrated and to which fields they belong. Or in case of additional demands for your transition, you can ask an customization.
Test the Import
When you’re set, it’s time for a free trial. The free trial enables you do a migration process and check a small number of records for integrity and success. Plus, you are able to start it as many times as you need.
Transferring to Service Cloud
After conducting a free test, it’s time to transfer your data. To make things easier, choose a time when your support crew is the least busy and initiate the data transfer .
Hear from our satisfied customers
The service was excellent, the pricing and process were clear. Support was excellent! Even though it took us two months to pull the trigger, support was always there to help us out.
The product and service are fantastic. Even if you are a beginner, they would help you. We transfer our data from Jira Service Desk to Salesforce Service Cloud easily. Support Team held our hand during the whole process.
Automatic Import Tool
You can request a free demonstration of our import tool serviceability. You’ll see the entire procedure, get a feel of the wizard, and see the data that’s imported. Migrate your records right now!
Migrate to Salesforce with our Experts
Still feel nervous about doing things on your own? Our specialists are always online to aid you. We can give you a price today!