Tech Implement Provides Data Migration Services to the Telecom Sector

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Summary

An IT company based in Beverly Hills, partnered with Tech Implement to assist a US-based telecom organization. The telecom organization recently acquired licenses for D365 Sales and Customer Service and needed to migrate extensive data from legacy systems (Pipedrive and Zendesk) into D365. The challenge involved not only transferring the data but also ensuring integration and differentiation between the migrated datasets.

Problem Statement

The telecom organization faced multiple challenges in its data migration process:

  • Migrating comprehensive data from Pipedrive (legacy CRM) and Zendesk (ticketing system) into D365 Sales and Customer Service.
  • Ensuring accurate mapping and linking of data fields during migration.
  • Handling data import errors effectively.
  • Differentiating data sources post-migration to enable clear identification of data origins.
  • Migrating data from D365 Sales and Customer Service Production to the Sandbox instance.

Solution Delivered

To address these challenges, Tech Implement employed a structured approach for data migration, ensuring accuracy and efficiency.

Solutions We Offered

Sales Management

Data Export from legacy Systems

Sales Management

Entity Template Preparation

Sales Management

Data Mapping and Linking

Sales Management

Data Import to
D365 Sales

Sales Management

Bugs FixingData Import to D365 Customer Service

Sales Management

Custom Views and Fields Creation

Sales Management

Migration Sandbox Instance

The key steps involved were:

  • All data from Pipedrive and Zendesk was exported in CSV format. This included customer records, tickets, and related entities.
  • Relevant entity templates were exported in Excel format, with data fields mapped according to their respective entities in D365.
  • Data from the legacy systems was carefully linked to the corresponding fields in the Excel templates. Each template was customized to match D365’s data structure for accurate import.
  • The prepared Excel templates for Pipedrive data were imported into D365 Sales. While some data encountered import errors, most data was successfully imported, and the client was promptly informed about any discrepancies.
  • Similarly, data from Zendesk was linked to its respective fields and imported into D365 Customer Service. Although there were issues with the Case entity import, Tech Implement maximized the data import and communicated effectively with the client to meet their expectations.
  • To address the client’s concern about differentiating data sources, custom views and fields were created in D365 Sales and Customer Service.
  • Using the same Excel technique, all data from the D365 Sales and Customer Service Production instance was migrated to the Sandbox instance.

Results

The data migration project led to significant improvements in data management and operational efficiency for the telecom organization.

Key outcomes included:

  • Comprehensive data from Pipedrive and Zendesk was successfully migrated to D365 Sales and Customer Service.
  • Careful mapping and linking ensured data integrity and minimized import errors.
  • Custom views and fields provided clear differentiation between data sources for better data management and analysis.
  • The data migration from the Production to the Sandbox instance was executed smoothly.
  • The migration facilitated data management processes which enables the client to use D365’s advanced features effectively.

Data Migration to D365 Sales and Customer Service

Tech Implement’s data migration services provided the telecom organization with a transition to D365 Sales and Customer Service. The solution not only addressed the complexities of migrating data from legacy systems but also ensured data differentiation and integrity