Dynamics 365 to Freshdesk data migration done automatedly
Encoded conversations, secured servers, modern authorization mechanisms
Automated process, no operations time-out, avoiding any workflow pauses
Deal charging to deliver a function + cost balance
Clients among many sectors trust our solution
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transition by evaluating Source data, operations, and apps. Review data cleansing and field matching to the Target. Set up a transition scenario, featuring the timeline and customer service reps coaching.
Security and Compliance Review
Make sure data adheres to security protocols. Grant permissions and access controls to secure the migration.
Migration
Data Mapping and Customization
Match records fields amid the Source and Target. Define pre-built custom settings from the menu or discuss particular personalization for the data transition.
Demo Migration
Run a test Demo to understand how the transition service operates. Review results and tweak settings as required.
Data Verification
Check all transmitted records in the Target is genuine, complete, and appropriately formatted.
Full Data Migration
Transfer all chosen records, encompassing tickets, contacts, attachments, and related information.
Delta Migration
Capture any fresh or updated records that altered during the Full data transfer.
Interval Migration*
Data movement can be halted and continued to accommodate your timeline, with zero interruption. You can pause up to five times for a duration of five days each, arranged by our sales crew during operating hours.
Post-Migration Phase
Go Live
Present the Target for all customer service agents. Disable the Source if necessary and preserve data backups.
What Kind of Records Can You Import from Dynamics 365 to Freshdesk ?
With Help Desk Migration service, you can conveniently import or export solid amount of various data types to or from Dynamics 365 to Freshdesk. Take a look the selection of record types you can import implementing automated tool without extra assistance from tech experts.
Do you look for certain Dynamics 365 to Freshdesk import or export demands?
Let's discuss your specific needs for a custom data import.
Dynamics 365 entities | Freshdesk entities | |
---|---|---|
Help desk | ||
Users | Agents | |
Accounts | Companies | |
Contacts | Contacts | |
Cases | Tickets | |
Knowledge Base | ||
Categories | Categories | |
Folders | Folders | |
Knowledge articles | Articles |
Why migrate with Help Desk Migration?
Zero downtime
Import records effortlessly - preserve workflows running smoothly and aid customers continuously.Increased efficiency
Quickly transfer data and configure standard and personalized fields with the smart Migration Wizard.Seamless ticket migration
The Migration Wizard shifts tickets and all associated data, ensuring the data structure intact on the Target.Expert support
Our support crew is equipped to help you using chat, email, or phone.Effective movement strategy
Our team will develop a detailed plan for data import, providing a smooth process and safe data.Pre-built options and customizations
Decide on automated options or ask for personalization, and we'll ensure your data is on point.
How Dynamics 365 to Freshdesk Data Migration Flows
Our automated migration app allows you import and export records in five simple actions. If you’re managing a elaborate data structure, feel free to choose our tailored route. We’re in place to meet your unique demands.
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
Grow Your Dynamics 365 to Freshdesk Migrate
with These Options
Acquire a seamless data transmition experience that corresponds your company’s preferences. The Help Desk Migration service brings functions to facilitate you to achieve your support service data movement in the automated and secure approach.
Apply a additional tag to the exported tickets
Are you going to run a current platform during data export? To reduce disorder, take advantage of extra tags to the migrated tickets to identify them from the remaining ones.
Demo with custom data: Handpick 20 entities for import
Don't waste your time on doubts. Ensure you understand completely what the entities look like after you’ve exported them. Our Demo with custom data lets you appoint 20 entities for a test migration.
Move newest data first
Opt for this option to move your newest records in a chronological flow, from newest to oldest. This out-of-the-box option is exclusive to Full Migrations.
Your Help Desk Data Migration is Secured at Each Phase
Help Desk Migration tool delivers endless import functions without compromising on security. We frequently audit all systems and make advancements, so that your business data is protected matching to the latest recommendations.
We employ a strict two-factor access policy
Help Desk Migration Wizard applies two-factor access. Moreover, users can only migrate Dynamics 365 records if they possess admin rights. Combined, these safeguards terminate the risk of data leakage.
We use Three-layer
Help Desk Migration enables 3 levels of records safety. At the physical level, we cover our data hosting facilities from logical and physical breach. At the application layer, we cease any forbidden access to your business records on our platform. And, last but not least, on the network layer, we secure our networks against cyber attacks.
We satisfy security principles
Our Help Desk Migration service accomplishes to upmost security levels, delivering maximum protection for your data. We are compliant with HIPAA, CCPA, PCI DSS Level 1, GDPR, and other major data safety standards. And our extended compliance set continues getting large.
What is the cost of your Dynamics 365 to Freshdesk data migration?
And now to the burning question. How much will it cost to switch from Dynamics 365 to Freshdesk? The cost will mostly build upon the records volume you want to migrate, the complexity of your demands, and the features you’ll select or customizations you’ll inquire. Start a Free Demo to test the Migration Wizard performance and learn how much your migration will cost.
Run a Demo to get the priceReviews encourages us upgrade our solution: Few thoughts from our customers
Find out the way to prepare for Freshdesk data migration
Prepare for Freshdesk data migration by checking an in-depth step-by-step guide
Packed Dynamics 365 to Freshdesk Import in Several Clicks
Import your records from Dynamics 365 to Freshdesk painlessly and without disrupting your top mission of setting right your clients’ inquiries.
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Want to get more? Our blog is constantly updating information on customer service enhancement and help desk data import and export. Explore it today!
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