Upgrading To Dynamics CRM 2011? Don’t forget your data
February 16th, 2011 | 2011, Microsoft CRM, Technical | Comments Off
Now that Microsoft has released all the versions of Dynamics CRM a lot of clients will be considering their upgrade options.
Now whilst there is a whole wealth of information on the technical aspects of an upgrade I want to focus on a far more mundane aspect; the data in your systems.
Many of the systems that I come across have a long history. Usually starting out as a spreadsheet or Access Database and then migrating through products and versions.
With each change the previous data is diligently imported to the new format. What
rarely happens is that businesses take a step back and look at just how good that data is.
So this time, if you are upgrading it may well be worth looking at, not just the technical system aspects of the upgrade but the quality of the data you are bringing across.
There are a number of good companies that will work with you to not just clean and update your data but also extend the data. In this way you can actually increase the value of your data and really take advantage of the analysis, segmentation and actionable opportunities offered by Dynamics CRM.
Charlie



