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Microsoft Dynamics to CloudTASK
migration service

Smooth , no special know how or programming required. A complete Microsoft Dynamics to CloudTASK data migration software.

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Your best tool for Microsoft Dynamics to CloudTASK data migration

No need to write a code, nor do you need a programming team. Just perform your platform to platform migration in a couple of simple steps.
Save on resources
Avoid complex data audit and code development processes. Just decide on what data you need to move and start the transition immediately.
Simple transition process
No tech expertise required. Just choose what data will go to the new platform and enjoy the magic happening.
Record structure maintenance
Move your help desk info in full to make certain that no ticket is missing essential customer service details.
Effortless process

No need to worry about scripting or continuously control each piece of info transferred.

Just attach your source and target, choose what you want to migrate and allow the tool do the remainder.

Data maintenance

Your customer info comes complete and we mean it.

Each email, every ticket, and every customer profile will arrive filled with its attachments, contact connections, and interaction history.

Robust protection

Your customer data is behind impenetrable walls. Not even all our staff members have see your credentials or records.

You may rest assured that with HDM no data breaches will take place.

You control the process

Take complete control of your information with our in-app data mapping solution. Select what goes where, set priorities, and even discard the things you need, all with our Migration Wizard.

Guided migration

If this is your first migration, worry not. Useful and simplified on-screen instructions will help you move your information accurately.

There’s no need to concern that you’ll be overwhelmed with terms and tech jargon.

Customer priority

As a data import service supplier, we strive to offer the best possible migration tool. However, our priority is customer service.

Proven by our many five-star reviews on G2, we want you to have the best possible experience.


Reasons to use Help Desk Migration to migrate data from Microsoft Dynamics to CloudTASK

Castle gates

Strong privacy of your records

The migration is conducted over a protected connection, and all your credentials will immediately be deleted after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it really is simple to migrate your support service to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and even custom fields , thus helping you to ensure that the records end up in the right destinations in CloudTASK.

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Retained connectivity between object and people

When migrating your data from Microsoft Dynamics to CloudTASK we maintain all connections between tickets and their respective contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from Microsoft Dynamics to CloudTASK

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.

How does data migration from Microsoft Dynamics to CloudTASK work

  • Prepare

    Sign-up and go to our migration software.

  • Pick and connect your Microsoft Dynamics support desk with HDM.

  • Connect CloudTASK

    Grant the right to access your CloudTASK account.

  • Describe your business needs

    Let us know exactly what aspects of your migration you want to tweak

  • Get your requirements estimated

    We shall investigate your application and get back to you with a cost and a scope of work.

  • Migrate from Microsoft Dynamics to CloudTASK all data

    Migrate all your customer support information in a single push.

Your data is in good hands

We take the protection of your data seriously, so we apply, as well as develop our own, best practices and techniques to protect 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 satisfied clients

Migrate the data automatically

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

Let a specialist perform your CloudTASK import

Our staff would be more than happy to perform a personalized migration in case you have specific demands.
Get a price estimation

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