SwiftShift: Re(AI)magining™ CRM Migration to Dynamics 365

A Generative AI-powered accelerator from Persistent and Microsoft

According to Harvard Business Review, one out of three CRM migrations fail due to complexities arising from missing technical and functional documentation, the undefined scope of migration, data quality and integration issues, and rampant customization of existing CRM systems.

Persistent partnered with Microsoft to co-create a GenAI-led migration accelerator that addresses documentation gaps, optimizes migration scope with business-critical functionalities, cleanses data, and upholds security best practices while optimizing existing customizations with a business-first lens.

SwiftShift delivers:

40% faster migration

50% reduction in migration costs

30% reduction in post-migration maintenance costs

High-quality and stable migration processes

Your Key to Successful Migrations to Microsoft Dynamics 365 CRM Suite

Documentation of the Existing CRM

SwiftShift delivers comprehensive documentation of critical components of an existing CRM application via GenAI, which is invaluable in scenarios where detailed CRM documentation is not available.

Migration of Required Objects and Attributes

Our offering gives CRM migration experts the ability to migrate only required objects and attributes from an existing CRM application, significantly reducing the chances of migrating redundant objects and attributes.

Evaluation & Optimization of Existing CRM Data

SwiftShift harnesses GenAI to thoroughly audit and evaluate the quality and complexity of existing CRM data, then recommends strategies to optimize CRM data, reducing data storage costs post-migration.

Data Privacy and Security

By utilizing GenAI, our offering keeps a stringent check on access rights during migration and actively limits access to sensitive data to only authorized personnel while ensuring compliance with applicable data protection laws.

Addressing Customization Migration Complexities

Our offering analyzes custom-built code libraries to comprehend the functionalities being delivered. It then recommends strategies to optimize the codebase before migration, reducing post-migration maintenance costs.