Dynamics 365 to Help Scout data migration made simple
Encrypted communications, secure servers, newest authorization mechanisms
Automated method, never get downtime, no workflow pauses
Bargain pricing to ensure an opportunity + cost balance
Customers across various areas rely upon us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your replication by assessing Source records, operations, and apps. Evaluate data cleaning and field matching to the Target. Make a replication strategy, that consists of the agenda and employee coaching.
Security and Compliance Review
Ensure data complies with security standards. Set permissions and access controls to secure the transfer.
Migration
Data Mapping and Customization
Map data fields between your Source and Target. Choose pre-built custom options from the set or discuss unique tailored adjustments for the data transfer.
Demo Migration
Do a trial Demo to see how the transmit service works. Check results and adapt mapping as necessary.
Data Verification
Review all replicated data in the Target is accurate, complete, and appropriately structured.
Full Data Migration
Move all selected data, containing tickets, contacts, attachments, and closely connected information.
Delta Migration
Catch any new or updated data that tweaked during the Full data transfer.
Interval Migration*
Data transfer can be paused and resumed to align with your timeline, with zero interruption. You can stop up to five times for a duration of five days each, organized by our sales crew during business hours.
Post-Migration Phase
Go Live
Launch the Target for all support reps. Decommission the Source if required and store data backups.
What Types of Data Can You Migrate from Dynamics 365 to Help Scout ?
With our Migration Wizard, you can easily import and export large volumes of varied data entities to or from Dynamics 365 to Help Scout. Check out the list of entities you can import applying automation by yourself from tech service reps.
Do you require nonstandard Dynamics 365 to Help Scout migration needs?
Let's discuss your specific needs for a unique data import.
Dynamics 365 objects | Help Scout objects | |
---|---|---|
Help desk | ||
Users | Users | |
Accounts | Companies | |
Contacts | Customers | |
Cases | Conversations | |
Knowledge Base | ||
Categories | Collections | |
Folders | Categories | |
Knowledge articles | Articles |
Why transfer with Help Desk Migration?
No downtime
Shift data seamlessly - keep workflows intact and help customers without delays.Enhanced efficiency
Effortlessly migrate data and map predefined and personalized fields with the secure Migration Wizard.Streamlined ticket movement
The Migration Wizard moves tickets and all related records, keeping the data structure unalterred on the Target.Dedicated support service
Our support team is set to assist you via chat, email, or phone.Comprehensive replication planning
Managers will create a clear plan for data import, ensuring a smooth process and secure data.Custom options available
Pick pre-built options or request specific adjustments, and we'll verify your data is precise.
How Does Dynamics 365 to Help Scout Data Migration Go?
You can perform data import in a few simple actions, using our automated migration tool. If you’re dealing with a elaborate data structure, feel free to go with our adjusted way. We’re ready to meet your distinct needs.
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
Enhance Your Dynamics 365 to Help Scout Move
with These Functions
Get a tailored data replication experience that aligns your company’s requirements. The Help Desk Migration service offers functionalities to handle you to complete your support service data migration in the painless approach.
Add a new tag to the migrated tickets
Apply tags to the migrated tickets — in such a manner, you won’t blend them with those existing. You may further group the tickets by qualifying tags like ‘lost,’ ‘closed,’ or ‘stop replying.’
Demo with custom data: Select 20 entities for migration
Don’t take any chances. Make sure you know fully what the entities look like after you’ve exported them. Help Desk Migration’s Demo with custom data greenlights you choose 20 entities for a test migration.
Migrate newest records first
Choose this castomization to move your most recent records in a chronological order, from newest to oldest. The option applies only to Full Migration.
Your Help Desk Data Migration is Protected at Every Step
Using Help Desk Migration tool, you’ll never have to worry about security of critical data. We regularly analyse all systems and make updates, so that your data is protected matching to the latest standards.
We use a stringent 2FA authentication policy
Our Migration Wizard secured your information from illegal acquiring access with two-factor authentication. Moreover, your business reps can only migrate Dynamics 365 data if they possess admin rights. With these security features in place, you don't worry about data leakage.
We apply 3-layer
Help Desk Migration provides three layers of data safety. At the physical level, we shield our data hosting equipment from any breach. At the application level, we forbid any unlawful entry to your records on our platform. And, finally, on the network level, we protect our networks against digital attacks.
We follow industry-standard regulations
We secure your business records based on all required security fundamentals. Help Desk Migration service has an extensive portfolio of compliance, and we are enlarging it. At the moment, we are compatible with GDPR, CCPA, HIPAA, PCI (Level 1), and other data security levels.
How much does Dynamics 365 to Help Scout data migration cost?
How much will you need to invest in the switch from Dynamics 365 to Help Scout? The price will largely lean on the records volume you want to move, the complexity of your specifications, and the options you’ll choose or custom work you’ll request. Start a Free Demo to test the Migration Wizard work and figure out how much your migration will cost.
Run a Demo to get the priceFeedback inspires us advance our tool: Few thoughts from our customers
Find out the way to prepare for Help Scout data migration
Prepare for Help Scout data migration by checking an in-depth step-by-step guide
Full Dynamics 365 to Help Scout Migration in a Few Clicks
Import your business records from Dynamics 365 to Help Scout without difficulty with no disarranging from what really matters — sorting out your customers’ requests. Our service manages all the work behind the scenes when you simply enjoy running customer service your new platform.
Find out more additional resources about data migration
Willing to know more about help desk platforms migration and customer service enhancement? Surf our resources.
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