Full Dynamics 365 setup, with your history intact.
We configure Dynamics 365 from the ground up and migrate your legacy CRM data into it — so the system is ready to work in from day one, not a blank slate you have to rebuild around.
Setup
Dynamics 365 configured around how your business actually sells and supports customers — not the out-of-the-box defaults.
- Entity and field configuration matched to your sales process
- Security roles and team structure set up correctly from the start
- Views, dashboards and forms built around how your team works
Migration
Legacy data — most commonly from a Maximizer extraction — mapped into Dynamics 365 without silent data loss.
- Contacts, accounts and opportunities mapped to Dynamics 365 entities
- History and activity timelines preserved, not flattened into notes
- Documents and attachments migrated and linked to the right record
Coming from Maximizer
If you're moving off Maximizer, migration starts with a proper Maximizer data extraction — contacts, opportunities, history, user-defined fields and documents pulled out and validated first. That extraction feeds directly into the Dynamics 365 setup below, so nothing gets re-keyed by hand.
1
Extraction pass, fully validated
1
Dynamics 365 environment, configured to spec
0
Records re-keyed by hand
Plan your Maximizer to Dynamics 365 move
Tell us where you're starting from and we'll scope the extraction and the Dynamics 365 setup together.