Microsoft Dynamics CRM Migration System

What will OnTrack do for my company?

1. Migrate your organization from a Microsoft Dynamics CRM on-premises installation to Microsoft Dynamics 365 in the cloud quickly and easily.

2. Help you get up-and-running in your new cloud system in the shortest time possible.

3. Ensure your migration to the cloud returns maximum benefit.

No Stress

Our team has completed hundreds of successful projects for businesses like yours. Your migration will succeed, and we back that up with a 100% money-back guarantee!

No Strain

Our team handles the migration, upgrade, and implementation, and then takes the lead on training your team. We do all the heavy lifting so your team doesn’t have to!

No Surprises

Our fixed-fee, fully-scoped, flexible migration, upgrade, and training plans ensure you get exactly what you need at exactly the price you agreed to from the start! 

The OnTrack Difference

The OnTrack CRM Migration System is a fixed-fee, time-tested, structured methodology backed by a 100% money-back guarantee

We get you and your team (and all your information!) into your new Dynamics 365 cloud environment quickly, easily, and with little-to-no interruption to your business. 

Once your new environment is live, our team of experts and our one-of-a-kind training materials protects your investment and maximizes your benefits by getting your team comfortable with Dynamics 365 as soon as possible.

Get Help Faster

OnTrack takes advantage of Microsoft Teams to provide a quick and direct line between your company and our staff, including:

  • Direct @ messaging with our staff.
  • Drag-and-drop file sharing.
  • Mobile-friendly app.

Build Your Expertise

Take part in scheduled conference calls with our expert staff who will transfer their expertise to you and your team.

With GoToMeeting, our staff can pilot your system remotely for easy training, configuration, collaboration, and technical support.

Train at Your Pace

With our online video training series, you can start learning how to use your new cloud CRM system right away, at your own pace, with:

  • Quick and easy instructions.
  • Training for administrators, sales, customer service, and marketing.

Seven Simple Steps to Success

We break up your migration, onboarding, and training into easy-to-follow steps designed to get you and your team using CRM in your live environment in just weeks.

Step 1: We work with you to determine your needs & plan your migration.

Your migration is unique, so the first step is to determine what you need and scope your project accordingly.

To see a full list of available options for your migration project, click here.

Step 2: We receive & connect a copy of your database to the new environment.

We can take a copy of the source database from you or your hosting provider through sFTP or your preferred transport mechanism.

Once we have a copy of your database, we will restore it in our environment, then connect and validate it against the destination environment(s).

This allows your users to keep working in your old system uninterrupted!

Step 3: We make any technical upgrades needed to enable your migration.

Dynamics CRM users running Version 4, 2011, 2013, 2014, 2015, or 2016 installations of Microsoft Dynamics CRM will need to upgrade their system in order to migrate to the cloud.

If you require a technical upgrade, we will upgrade your source database and provide an entity model solution in the destination environment you provide.

This allows you to skip the usual upgrade steps entirely and jump straight from your on-prem installation to Dynamics 365!

This process usually takes 2 to 3 days, but if you’ve requested a functional upgrade as well, it may take a little longer.

Don’t worry though, users are still on the old system until we’re done!

Step 4: We create destination user accounts & link them to your existing data.

Once we have access to your destination environment, we’ll map all users in the database you’ve provided to us with either licensed destination users, or to ‘stub users’ created to enable the data migration to complete.

We’ll provide you with a dashboard to help you complete the user mapping, and then time your migration to complete as soon as you’ve finalized that mapping.

This will allow you to ensure your data transfers correctly and at the most convenient time possible for your organization.

Step 5: We can provide a full test migration to ensure your confidence in the system.

Although we don’t need to test the migration to validate the process, many users like to see a completed system in advance of a switchover.

We’re happy to offer an end-to-end test migration on request in order to ensure that you are confident in your new environment.

Step 6: We perform your migration during off hours to minimize interruptions to your business.

The final data migration will usually complete within a weekend, with users stopping their activity on your old CRM system on a Friday evening, and logging in on a Monday morning to see their new environment with all (and we mean all!) their data.

This may involve 2 steps for larger databases: if we complete a delta process, we’ll take one database and migrate most of the data, then a second database at the switchover weekend.

In either case, we’ll migrate your data to your new production environment as seamlessly as possible, causing little-to-no interruption to your business


Step 7: We configure your system and train your team in your new environment.

Our OnTrack CRM Success System is structured for a fast 5-8 week completion, which means you spend less time training and more time selling.

With OnTrack, you know exactly who should be doing what at all times to keep your adoption moving, and can take advantage of easy training hub navigation and accessible experts and tools to make the process as quick and as simple as possible.


Our Money-Back Guarantee

You deserve the best service, and we are committed to providing it.

Rest easy knowing that at any time during the period of service or up to 45 days after, you can take advantage of our money-back guarantee.

If you feel that you have not received the full value of the services as promised, contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.

This guarantee covers all OnTrack services and fees, and excludes all software fees.

Are you ready to get on track with Microsoft Dynamics 365 in the Cloud?

Complete the form below, and our friendly staff will respond promptly to discuss your migration!