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Planio to Microsoft Dynamics
migration service

Smooth , no special knowledge or programming required. A complete Planio to Microsoft Dynamics data migration tool.

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Your best tool for Planio to Microsoft Dynamics data migration

No need to create a script, nor do you need a programmer. Just set up your platform to platform switch in a couple of simple steps.
Save on resources
Skip complex data audit and tool development processes. Simply 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 target platform and enjoy the magic happening.
Record completion
Transfer your help desk data in full to ensure that no ticket has lost vital customer service information.
Automated migration

Afraid that you’ll have to use advanced skills to migrate your info? Don’t be as we made sure that our tool interface simple to use as possible.

Attach the platforms, pick data, click ok, and the migration is ready!

Data dependency

Your customer info migrates unite and we mean it.

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

Data protected

Your customer data is safe and sound with us. Not even all our team members have access to your credentials or other information.

You may be certain with HDM no hacker attacks are possible.

You’re in charge

Take complete control of your information with our internal data mapper. Pick what goes where, set priorities, and even discard the stuff you need, all within Migration Wizard.

Step-by-step instructions

If this is your first migration, don’t worry. Useful and intuitive on-screen instructions will help you move your information accurately.

You don’t need to worry that you’ll be overwhelmed with terms and tech jargon.

Customer priority

As a migration service supplier, we aim to propose the best possible migration tool. However, our priority is customer support quality.

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


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

Castle gates

Strong safety of your data

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

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Intuitive data migration wizard

With Help Desk Migration it really is easy to transfer your customer care 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 custom fields , thus helping you to make sure that the data end up in the right places in Microsoft Dynamics.

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Sustained relation between object and people

When migrating your data from Planio to Microsoft Dynamics we keep 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 Planio to Microsoft Dynamics

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 Planio to Microsoft Dynamics work

  • Prepare

    Sign up and go to our migration wizard.

  • Connect Planio

    Opt and connect your Planio service desk with HDM.

  • Connect Microsoft Dynamics

    Give the right to access your Microsoft Dynamics account.

  • Clarify your business needs

    Let us know exactly what aspects of your migration you wish to modify

  • Have your needs estimated

    We shall research your application and send you with a price and a scope of work.

  • Migrate from Planio to Microsoft Dynamics everything

    Move 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 use, 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 satisfied customers

Migrate the data by yourself

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

Let a specialist run your Microsoft Dynamics import

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

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