Dynamics 365 to CSV data migration done simply
Encoded communications, safe servers, advanced authorization mechanisms
Automated method, no time-out, no workflow drops
Fair pricing to guarantee a function + cost balance
Clients across many fields prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your transfer by determining Source records, operations, and integrations. Review data cleansing and field matching to the Target. Produce a transition approach, that consists of the outline and employee coaching.
Security and Compliance Review
Make sure data complies with security requirements. Set permissions and access controls to protect the movement.
Migration
Data Mapping and Customization
Match data fields among your Source and Target. Choose automated custom features from the menu or discuss particular tailoring for the data transfer.
Demo Migration
Carry out a trial Demo to check how the transfer service operates. Verify outcomes and adapt mapping as you wish.
Data Verification
Verify all migrated records in the Target is accurate, complete, and properly formatted.
Full Data Migration
Replicate all selected records, including tickets, contacts, attachments, and linked data.
Delta Migration
Catch any new or updated records that altered during the Full data migration.
Interval Migration*
Data transition can be paused and restarted to match your outline, with no downtime. You can pause up to five instances for a duration of five days each, arranged by our sales crew during business hours.
Post-Migration Phase
Go Live
Present the Target for all agents. Turn off the Source if necessary and ensure data backups.
What Types of Data Can You Import from Dynamics 365 to CSV ?
With Help Desk Migration Wizard, you can with ease import or export large amount of differing records entities to or from Dynamics 365 to CSV. Inspect the selection of data entities you can import using automated service without extra assistance from tech support team.
Do you need specific Dynamics 365 to CSV import needs?
Let us know about a nonstandard data migration.
| Dynamics 365 entities | CSV entities | |
|---|---|---|
| Help desk | ||
| Users | Agents | |
| Accounts | Companies | |
| Contacts | Contacts | |
| Cases | Tickets | |
| Knowledge Base | ||
| Categories | Categories | |
| Folders | Folders | |
| Knowledge articles | Articles | |
Why transfer with Help Desk Migration?
No downtime
Transfer data smoothly - keep workflows on track and serve customers seamlessly.Increased efficiency
Quickly migrate data and arrange standard and tailored fields with the out-of-box Migration Wizard.Seamless ticket transfer
The Migration Wizard migrates tickets and all related data, keeping the data structure unaffected on the Target.Expert support
Our support crew is prepared to navigate you via chat, email, or phone.Effective transfer framework
Managers will create a well-defined plan for data import, ensuring a smooth process and safe records.Custom options available
Select pre-built options or inquire about personalization, and we'll confirm your data is preserved.
How Dynamics 365 to CSV Data Migration Performs
Our automated migration app lets you import and export data in five simple steps. However, if you have specific requirements or a special data structure, feel free to choose a custom method.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Improve Your Dynamics 365 to CSV Move
with These Functionalities
Leverage a tailored data transfer experience that meets your company’s preferences. The Help Desk Migration service delivers functions to handle you to accomplish your support service data transfer in the most suitable manner.
Demo with custom data: Handpick 20 entities for migration
If you expect to look at how selected entities will look like in the desired help desk, run this free custom Demo and hand-pick 20 entities for a free test.
Move newest records first
Opt for this option to move your most recent records in a chronological flow, from newest to oldest. The option applies exclusively to Full Migration.
Don’t let data migration to lead away you from your work
Our automated migration tool provides a powerful tool, whether you’re migrating your customer service operations from Dynamics 365 to CSV. With just a few clicks, your support service platform will be ready to perform on a future solution — no need to accept any stoppage!
Data import with confidence
The Migration Wizard will handle your data security during all phases of the migration process. We provide highest business data safety using tried runthrough, with regulatory compliance, suitable server preserving, and constant security scans.
Use the migration service that clients praise
With a plenty of successful data import and exports under our belt, our migration service has earned numerous service-associated awards and gratifying feedback. On top of that, we keep improving. As long as our calling is to include nearly all of your data import inquirements, we remain developing our solution and frequently enhance it with fresh capacity.
Benefit from intuitive mapping to deal with your most complex needs
Free yourself from the long-lasting mission of adding not included data types or business data along Dynamics 365 to CSV migration. Help Desk Migration tool greenlights you map record fields and transform your data import. You preserve the structure of your records with minimum effort.
Select a convenient time for data import
Select the most convenient time to start the help desk data migration workflow. Moreover, Help Desk Migration Delta opportunity will allow you to migrate the freshly updated data entities once the historical business data was imported. Then, relax and allow our service handle the rest.
Contact to our reliable support agents
Don’t worry about experiencing tasks whilst performing your Supported Platform data import and export. Help Desk Migration support representatives is in place to assist you with any setbacks. With plenty of expertise importing data, our team are well-qualified to confirm a well-done migration of your records.
Your Help Desk Data Migration is Secured at Every Stage
Help Desk Migration tool comes with endless migration features without damaging on safety. We commit to the fresh requirements, make proper improvements, and consistently scan all facilities.
We employ a stringent two-factor authentication policy
Our Migration Wizard shields your data from unauthorized acquiring access with two-factor access. Besides, only your business reps with admin access rights can export your Dynamics 365 data. With these safety functions in order, you won’t have to worry about information leakage.
We apply 3-layer
We ensure three levels of business records security: physical (we protect our data hosting facilities against any intrusion), network (we secure our networks against digital attacks), and application (we take care of your data within our data importing service from illegal entry).
Compliance with industry-standard fundamentals
Help Desk Migration commits to top ranking security standards, providing maximum protection for your business data. We are compatible with HIPAA, CCPA, PCI DSS Level 1, GDPR, and other critical data safety standards. And our wast compliance list continues getting large.
What is the cost of your Dynamics 365 to CSV data migration?
And now to the burning question. How much will it cost to switch from Dynamics 365 to CSV? The price will mostly build upon the business data volume you need to migrate, the complexity of your demands, and the options you’ll use or customizations you’ll request. Start a Free Demo to check the Migration Wizard work and learn how much your data switch will cost.
Run a Demo to get the priceReviews inspires us elevate our solution: Several thoughts from Help Desk Migration clients
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
Find out the way to prepare for CSV data migration
Prepare for CSV data migration by checking an in-depth step-by-step guide
Packed Dynamics 365 to CSV Migration in a Couple Clicks
Import your data from Dynamics 365 to CSV without difficulty and without disarranging your utmost goal of settling your clients’ issues.
Find out more additional resources about data import
Want to learn more? Our resources is packed with information on customer service enhancement and help desk records import and export. Explore it today!
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