A User Confronts the Challenges of Migrating from ACT! to Microsoft Dynamics CRM

The user at the CRM User Group session says she is struggling as she tries to migrate her real estate management company from ACT! contact management software to Microsoft Dynamics CRM.

At a recent session on Dynamics CRM implementation sponsored by the CRM User Group, she wondered how she will be able to get all the company’s accounts and sub-accounts—real estate firms, agents, buyers—into her new Dynamics CRM program.

According to Bill Walker of PYA Wise Software Solutions, a Dynamics CRM partner, “This is not a simple implementation. CRM is more complex than most ERPs.”

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About Jason Gumpert

As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. Jason has also held consulting positions at CSC Consulting and Monitor Group.

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