Optimizing your Microsoft Dynamics CRM/365 ecosystem: Migrate, integrate, or consolidate?

You're a Microsoft Dynamics CRM/365 administrator. Like many businesses, your company has other applications running alongside your Dynamics instance such as a marketing automation system. You know that optimizing the performance of all your systems, as a unified engine, is key to user productivity and business growth. You also need to ensure your company has trusted datasets to power business analytics and unified views of your customers.

So the question becomes: What's the right approach for Dynamics and its system siblings? Do you migrate, integrate, or consolidate? Let's walk through key considerations for each option.

Migration

Migrating applications and their data to Microsoft Dynamics would allow the latter to take over a wide range of business functions, including:

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About Zak Pines

Zak Pines is the Moneyball Marketer, a data-driven marketing leader closely aligned across departments around driving revenue growth. Zak is the VP, Marketing for Bedrock Data, and has worked in marketing technology and business analytics for over two decades.

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