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Lessons Learned: CRM
Data Migration Experiences: Part 1
In this 2-part series with Shakespearean twist, the Dynamics
365 Fast Track and Solution Architecture teams will take you on a journey
through the critical decision factors for data migration, typical challenges
and good practices to achieve a successful outcome. Both sessions are grounded
in real-world experiences gained from our engagement with Enterprise customers.
Emphasis will be placed on considering a migration to Dynamics 365 online.
Act 1 will set the scene, introducing aspects of why data
migration is necessary, common misconceptions observed in migration strategies
and how to design for a successful migration.
Act 2 will continue the story, highlighting typical
challenges and good practices to ensure a successful migration is achieved. But
will there be a happy ending?
Part 1 – To Migrate
or not to Migrate? That is the question
Migration isn’t always as simple a one-time, bulk load of
data. Global rollout programs typically require phased approaches and sometimes
result in data migration issues being identified too late. Today, data is
currency – but has your migration strategy considered potential negative
impacts to user adoption?
The goals of this session are:
Establish the reasons for data migration
Highlight important considerations and typical
To challenge your thinking and approaches to
what data is migrated and why
To provide you with the skills to define a
robust migration approach
Phil Hand works for Microsoft Corporation as a Solutions Architect in the Microsoft Dynamics CRM product group. Based in the UK, his role is to engage with Microsoft Dynamics CRM Enterprise customers across the EMEA region to ensure customer success and product evolution through customer insights.
Phil has worked for Microsoft for 12 years, holding roles in the Microsoft Dynamics CRM product group and also in Microsoft Consulting Services. Primarily field based, his focus has been on Microsoft Dynamics CRM since V3.0 and he has lead and supported numerous Enterprise customer implementations across Public Sector, Health, Financial Services and Insurance industries. Phil has authored several whitepapers and provided input to SDK tooling focused around Application Lifecycle Management of Microsoft Dynamics CRM solutions.
Prior to Microsoft, Phil spent 8 years as Head of Development for a niche Enterprise Performance Management vendor where he focused on implementing Business Intelligence and Balanced Scorecard solutions to major blue chip clients across the World.
Gonçalo Antunes works for Microsoft Corporation as a Program Manager in the Microsoft Dynamics 365 Product Group. Based in Lisbon, Portugal, his role is to engage with customers within the context of the Fasttrack for Dynamics 365 Program across the EMEA region to ensure they deploy their systems smoothly and successfuly.
Gonçalo has worked for for Microsoft for 8 years holding roles with the Support Organization and the Dynamics Product Group, focusing on CRM since version 3.0 and dealing with several Enterprise customer implementations. Gonçalo has also been an active speaker in several regional Dynamics events in the past years, such as Convergence EMEA.
Prior to Microsoft, Gonçalo had 7 years of consulting background in the IT industry in various Microsoft technologies.