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Microsoft Dynamics to CallTaker
migration service

Trouble-free , no special expertise or programming required. A complete Microsoft Dynamics to CallTaker data migration instrument.

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The best Microsoft Dynamics to CallTaker tool made for you

There’s no need to create a script, nor do you need a programming team. Just set up your platform to platform switch in a couple of simple steps.
Save on your time and money
Skip complex data audit and script development processes. Simply decide on the records you need to migrate and set off with the transition immediately.
Effortless migration
No special knowledge or skill required. Just pick what data will go to the target platform and see the miracle happening.
Data completion
Migrate your help desk info in full to make certain that no ticket has lost vital customer service information.
Automated tool

Worried that you’ll have to use advanced skills to migrate your info? Don’t be as we ensured that our tool interface user friendly as it can possibly be.

Connect the platforms, choose records, click ok, and you’re done!

Intact connections

Starting from the ticket requester to every comment author, your entire database will keep their initial data structure untouched.

You don’t have to worry that a part of the data will be missing and service quality will decrease. Everything will arrive where you expected.

Data safety is priority

Information is key which is why we created a system that will keep your information safe and sound.

Neither sophisticated electronic attacks nor physical disasters will affect your records in any way.

You’re in control

Manage your customer data with our in-app data mapping solution. Choose what goes where, set priorities, and even ditch the things you don’t like, all within Migration Wizard.

Guided migration

If you are new to data migrations, worry not. Helpful and insightful on-screen instructions will help you migrate your information accurately.

There’s no need to concern that you’ll be confused with a whole dictionary in tech jargon.

Customer service first

Except producing great customer service, we always aim to improve our customer service.

As a team, we want you to have the best possible service, which is why we are always putting so much effort to enhance the general experience.


Why you should use Help Desk Migration to switch from Microsoft Dynamics to CallTaker

Castle gates

Strong security of your records

The migration is completed by the machine over a secure connection, and all your credentials will immediately be removed after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it is easy to migrate your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Excellent data mapping

Our system allows mapping standard and even custom fields , thus helping you to be sure that the data end up in the right places in CallTaker.

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Maintained association between object and people

When migrating your records from Microsoft Dynamics to CallTaker we maintain all connections between tickets and their corresponding contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from Microsoft Dynamics to CallTaker

Help Desk Objects
  • Tickets

    with replies, notes and attachments

  • Contact
  • Companies
  • Agents
  • Agents Groups
Knowledge Base Objects
  • Articles

    with images and attachments

  • Categories
  • Folders
96% of users love our service

We’re recognized for best support,
usability, and high ROI
in cloud migration.

In what way does data migration from Microsoft Dynamics to CallTaker work

  • Get ready

    Sign-up and go to our migration wizard.

  • Connect Microsoft Dynamics

    Opt and connect your Microsoft Dynamics service desk with HDM.

  • Give access to your CallTaker account.

  • Describe your requirements

    Let us understand precisely what elements of your migration you need to adjust

  • Get your preferences estimated

    We'll investigate your case and send you with a cost and a scope of work.

  • Migrate from Microsoft Dynamics to CallTaker all data

    Transfer all your customer service information in a single push.

Your data is in good hands

We take the safety of your data seriously, so we utilize, as well as develop our own, best practices and approaches to secure it.


Price estimation

Don't know how to estimate the cost of data migration?
Just check out this video for a detailed guide.

Select your current Help Desk platform and the future one
Number of records in your current Help Desk
Help Desk Record — every single Agent, Group, Contact, Company and Ticket. If you have 10 Agents, 10 Contacts and 40 Tickets, then you have 60 help desk records.
Knowledge Base Record — every single Article, Category and Folder. If you have 5 Articles, 6 Categories and 4 Folders, then you have 15 knowledge base records.
Let's get connected
Select how you want to proceed
Option #1: fully automated process
Automated data migration
According to the platforms you've selected, you can migrate:
Option #2: Tailored to meet your needs
Customized data migration
Fulfill any specific requirements you have: filter data, migrate tickets the way you need, reassign agents and more.
What kind of customization do you need?
Please describe your needs as detailed as possible

Thanks for your request!

We'll get back to you as soon as we have the estimate ready.

Have any questions?

Hear from our happy clients

Migrate the records automatically

See for yourself that switching from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let an expert run your CallTaker import

Our team would be more than happy to run a personalized migration if you have particular demands.
Get a price estimation

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