Planio to Microsoft Dynamics
migration service
Smooth , no special knowledge or programming required. A complete Planio to Microsoft Dynamics data migration tool.
Planio to Microsoft Dynamics
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
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.Next
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 departmentNext
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.Next
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.Next
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
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Prepare
Sign up and go to our migration wizard.
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Connect Planio
Opt and connect your Planio service desk with HDM.
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Connect Microsoft Dynamics
Give the right to access your Microsoft Dynamics account.
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Clarify your business needs
Let us know exactly what aspects of your migration you wish to modify
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Have your needs estimated
We shall research your application and send you with a price and a scope of work.
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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 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.
Have any questions?
Hear from our satisfied customers
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Having a smooth transition from Oracle Cloud to Zendesk. Amazing support and technical advice. Delivery was made according to the original project schedule. No extra charges than what was quoted. - The customer support team were kind, professional, and efficient throughout the entire process. We changed dates of our migration on them twice, and they rolled with the punches. Great customer service.
- Did exactly what they advertised. They imported over 160,000 tickets for us from Desk.com to Zendesk. Quick support, good value and fairly priced.
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.
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