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Microsoft Dynamics to WalkMe
migration service

Trouble-free , no special expertise or coding required. A complete Microsoft Dynamics to WalkMe data migration software.

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The best Microsoft Dynamics to WalkMe 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 the system analysis and code development processes. Simply decide on the records you need to move and set off with the transition immediately.
Simple migration
No tech knowledge or skill needed. Just choose what data will go to the target platform and see the magic happening.
Data completion
Move your help desk data in full to make certain that no ticket has lost critical customer service details.
Automated tool

Afraid that you’ll need advanced skills to migrate your info? Worry not as we ensured that our tool interface accessible as it can possibly be.

Link the help desks, choose data, click ok, and the migration is ready!

Data dependency

Your information migrates unite and we mean it.

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

Data protected

Your information is safe and sound with us. Not even all our employees have see your passwords or other information.

You may be sure that with HDM no data breaches will take place.

Record mapping

Pick records that will be migrated by using our built-in data viewer.

From contacts to tickets to help center solutions, it will be possible to select just about everything you might ever need.

Simple & effective

In just a few buttons to press it will be possible to choose the data arrangement, when it starts, and how.

Our developers took customer experience as a priority and made sure that it will be possible to to take the full advantage of the tool easily.

Customer service as priority

As a migration service provider, we strive to deliver the best possible migration tool. Nevertheless, our prime concern is customer support quality.

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


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

Castle gates

Strong privacy of your data

The migration is performed 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 support 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 custom fields , thus letting you ensure that the data end up in the right destinations in WalkMe.

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When migrating your records from Microsoft Dynamics to WalkMe we keep all relations 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 WalkMe

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 WalkMe work

  • Get ready

    Sign up and go to our migration service.

  • Connect Microsoft Dynamics

    Opt and connect your Microsoft Dynamics support desk with HDM.

  • Give the right to access your WalkMe account.

  • Outline your needs

    Let us know exactly what parts of your migration you wish to fine-tune

  • Get your requirements estimated

    We shall analyze your application and get back to you with a the overall cost and a scope of tasks.

  • Migrate from Microsoft Dynamics to WalkMe everything

    Migrate all your customer support records 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 strategies 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 customers

Migrate the records by yourself

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

Let an expert run your WalkMe import

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

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