5 Tools You Must Know About that Will Make Migrating to Dynamics CRM 2015 Effortless

* This article is part of a White Paper called  “The Migration Survival Guide for Microsoft Dynamics CRM 2015”

Apart from best practices, certain tools also assist in the migration process ultimately improving adoption rates across the board.

The following is a compilation for Dynamics CRM 2015.

1.     WalkMe

 WalkMe is a revolutionary tool that is capable of guiding CRM 2015 users to the right features and at the click of a button demonstrating how the advanced ones work.

Completely customizable, WalkMe allows administrators the option of setting up pre-made demonstrations (WalkThrus) and pre-populated tooltips which can be accessed either as part of the self-service learning experience or emailed through permalinks to encourage collaboration between users.

 2.     Screencastify plugin

 A tool that proves invaluable while judging the usage patterns and engagement of testers, Screencastify assists during the roll out phase of migration for Dynamics CRM 2015.

 It offers insights into what stumps the test users, what evokes better adoption and what can be further customized through detailed screen-captures.

Free and compact, this plugin is installed into the browsers of testers to identify, rectify and prevent the repetition of frustrating habits.

3.    Scribe 

Scribe is another useful tool that helps integrate MS products (like Azure and SharePoint) with Dynamics CRM 2015 to re-create customizations.

It also facilitates point to point data mapping for a quick and easy migration. Scribe can be set up to ‘trigger’ data migrations in response to real time events and is the perfect partner for Dynamics CRM 2015.

 4.    SSIS (SQL Server Integration Services)

Since a CRM migration has primarily to do with data, an SSIS package may be necessary when millions of data entries and fields have to be transferred from one platform to another.

Very similar to scribe in function, it boasts larger processing power and requires the assistance of a developer to deploy.

5.    Microsoft Lync  

An important and popular component of the Office 365 package, Lync is an instant messaging client that can be configured and set up to facilitate dialogues between users and consultants (mentors) in real time to provide assistance and expertise during roll-out and adoption.

Video conferencing and VoIP take the experience of being ‘coached’ or ‘instructed’ to the next level even if the mentor is at a different geographical location.

This article is part of a White Paper called  “The Migration Survival Guide for Microsoft Dynamics CRM 2015”

Claim your free copy by filling the form below.

The White Paper covers a range of topics including:

Chapter 1: Top 5 Challenges in Migrating to Dynamics CRM 2015.

Chapter 2:  Six Data Backed Tips to Make Users Love Dynamics CRM 2015.

Chapter 3: Five Tools You Must Know About that Will Make Migrating to Dynamics CRM 2015 Effortless.

Chapter 4: The Checklist to a Successful Dynamics CRM 2015 Adoption.

Michael Taylor
Michael is the Lead Author & Editor of DynaMe. DynaMe is a blog focused on cloud based Microsoft Dynamics.
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