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Microsoft Dynamics to HelpSite
migration service

Effortless , no special knowledge or programming required. A complete Microsoft Dynamics to HelpSite data migration software.

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Your best tool for Microsoft Dynamics to HelpSite data migration

No need to create a script, nor do you need a programming team. Just perform your platform to platform migration in a couple of easy steps.
Save on resources
Skip complex data audit and code development processes. Just decide on customer info you need to transfer and start the transition when comfortable.
Effortless migration
No special knowledge or skill required. Just choose what data will go to the new platform and observe the wonders happening.
Record completion
Migrate your help desk info in full to make certain that no ticket is missing critical customer support information.
Simple and easy process

You don’t have to bother about coding or continuously control each record moved.

Just attach both platforms, tick what you want to take to a new database and allow the system do the remainder.

Starting from the ticket requester to every comment author, all you records will keep their initial data structure maintained.

You don’t have to worry that a part of the records will be lost and service quality will degrade. Everything will be waiting for you how you expected.

Data safety is paramount

Information is key which is why we designed a method that will keep your customer records intact.

Neither hackers will have access to your accounts nor physical disasters will touch your data in any way.

Record mapping

Pick records that will be moved by using our pre-installed data viewer.

From contacts to tickets to knowledge base articles, you will be able to pick anything you might actually need.

Guided migration

If you are new to data migrations, don’t worry. Useful and simplified on-screen prompts will help you set up an accurate data import.

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

Customer service first

Outside of providing great customer service, we always want to improve our customer service.

As a team, we want you to experience friendly and helpful service, which is why we are continuously making great strides to enhance the general experience.


Reasons to use Help Desk Migration to switch from Microsoft Dynamics to HelpSite

Castle gates

Strong security of your records

The migration is done over a secure 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's easy to migrate your support service to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Advanced data mapping

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

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Maintained association between object and people

When migrating your data from Microsoft Dynamics to HelpSite 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 HelpSite

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 HelpSite work

  • Prepare

    Sign-up and go to our migration software.

  • Pick and link your Microsoft Dynamics service desk with HDM.

  • Connect HelpSite

    Grant access to your HelpSite account.

  • Clarify your business needs

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

  • Get your needs estimated

    We will research your application and get back to you with a total price and a scope of tasks.

  • Migrate from Microsoft Dynamics to HelpSite all data

    Transfer all your customer support information in a single push.

Your data is in good hands

We take the security 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 satisfied clients

Migrate the data 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 a professional run your HelpSite import

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

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