Our support team will be temporarily unavailable on March 8, 2021, due to the public holiday. If needed, please check our help center or fill in the contact form, and we will get back to you on the following day.

Microsoft Dynamics to ConnectWise
migration service

Trouble-free , no special knowledge or programming required. A complete Microsoft Dynamics to ConnectWise data migration tool.

More details

The best Microsoft Dynamics to ConnectWise tool made for you

There’s no need to create a script, nor do you need a programming team. Just perform your platform to platform migration in a couple of simple steps.
Save on your time and money
Skip complex data audit and tool development processes. Just decide on what data you need to move and set off with the transition when comfortable.
Easy migration
No specific knowledge or skill required. Just select what data will go to the new platform and enjoy the magic happening.
Data completion
Transfer your help desk records in full to make certain that no ticket is missing critical customer service details.
Automated tool

Scared that you’ll have to use special skills to move your info? Worry not as we made sure that our tool interface is as easy to use as it can possibly be.

Connect the platforms, pick records, click ok, and the migration is ready!

Intact connections

From sender information to phone number connection, your entire database will keep their prior connections intact.

You don’t have to worry that some info will be missing and service quality will decrease. Everything will arrive where you left it.

Security is priority

You data is everything which is why we developed a method that will keep your data untouched.

Neither sophisticated electronic attacks nor physical disasters will affect your records anyhow.

You’re in control

Take complete control of your customer data with our internal data mapper. Select what goes where, set priorities, and even discard the things you don’t like, all within Migration Wizard.

Step-by-step instructions

If this is your first migration, there’s no need to be concerned. Helpful and simplified on-screen instructions will help you migrate your information accurately.

You don’t need to worry that you’ll be confused with a whole dictionary in tech jargon.

Customer service first

Apart from producing great customer support services, we always aim to develop our customer service.

As a company, we want you to enjoy best possible service, which is why we are continuously putting so much effort to enhance the core experience.


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

Castle gates

Strong safety of your information

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

Next

Automatic data migration wizard

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

Next

Wizard window
Mapping fields window

Excellent data mapping

Our system allows mapping standard as well as custom fields , thus helping you to make sure that the records end up in the right destinations in ConnectWise.

Next

Sustained connectivity between object and people

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

Next

Relations illustration

What you may migrate from Microsoft Dynamics to ConnectWise

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 ConnectWise work

  • Get ready

    Start off by preparing Agent profiles and all necessary custom fields in your new help desk. Now, get started on migrating your data from Microsoft Dynamics to ConnectWise.

  • Connect Microsoft Dynamics

    Fill out the form with requested credentials to make it possible for our data migration tool to access data from your current help desk.

  • Connect ConnectWise

    Repeat the same action to integrate our service with the new help desk and thereby make it possible to import the data.

  • Select objects

    Choose the information you need to migrate and set the ticket fields mapping, so the records could be moved in line with your needs

  • Migrate limited amount of data

    Try out our Free Demo Migration to see how the information migrate. You will be able to browse 20 tickets in the new help desk in a few minutes!

  • Migrate to ConnectWise all data

    Once everything's tested out, determine a quiet time with the least load on the support staff and start migrating from Microsoft Dynamics to ConnectWise.

Your data is in good hands

We take the safety of your data seriously, so we use, 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 happy buyers

Migrate the records all by yourself

See on your own that transferring from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let an expert run your ConnectWise import

Our team would be more than happy to run a personalized migration in case you have special demands.
Get a price estimation

Blog Articles You Might Find Useful

10 Data Migration Mistakes You Should Totally Avoid

We’ve done hundreds of migrations over the past couple of years and we know what issues many people tend to repeat. Hence why we decided…

5 Steps to Realizing You Need to Migrate Your Help Desk

Help desk software has always been a valuable tool for any business aiming to maintain a high customer satisfaction rate. However, as the customer base…

Outsource Data Migration or Not? — That Is the Question

We’ve been doing data migrations since 2016. Typically, companies tend to look for ways to outsource their data migration needs to someone who is more…

Book a Call
cancel
%s
— %s