There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective. View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes: • Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration • Guidance on how to prepare your database for the move to 365 using Syncsort data quality • Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live • The value of providing your userbase a clean and refreshed starting point

1. Best Practices for Adopting
Microsoft Dynamics 365
Presented By:
Mark Krinhop, Director Business Development
Renato Leite, Dynamics 365 Technical Architect, Microsoft
Steve Shissler, Director Sales Engineering

2. Housekeeping
Webcast Audio
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please reach out to us using the chat window.
Questions Welcome
• Submit your questions at any time during the presentation
using the chat window.
• We will answer them during our Q&A session following the
presentation.
Recording and slides
• This webcast is being recorded. You will receive an
email following the webcast with a link to download
both the recording and the slides.

3. Introductions
Mark Krinhop
Business Development Director
Syncsort
Renato Leite
Dynamics 365 Technical Architect
Microsoft
Steve Shissler
Director Sales Engineering
Syncsort

4. Introductions
• Syncsort Company Profile, Microsoft partnership
What’s New in Dynamics 365
• New functionality pacing exciting improvements
• LinkedIn integration and much more
Preparing for an on Premise to Dynamics 365 Migration
• Batch processing
• Data normalization and optimization
• Address validation including post code
• Pricing
Q&A
Agenda

5. Introducing
Syncsort
>7,000 customers
84 of the Fortune 100
Customers in >100 countries
Headquarters: Pearl River, NY
U . S . L O C AT I O N S
• Burlington, MA; Irvine, CA;
Oakbrook Terrace, IL; Rochester, MN
G L O B A L P R E S E N C E
• U.K., France, Germany, Netherlands,
Israel, Hong Kong & Japan
Big Iron to Big Data is a fast-growing
market segment composed of solutions
that optimize traditional data systems
and deliver mission-critical data from
these systems to next-generation
analytic environments.
Global leader in
Big Iron to Big Data

6. Managed ISV
• Co-sell approved – One Channel Partner (OCP) Program
• Gold certified Cloud competency
• Data quality solution offer available in Microsoft App Source
• Global organization
• Experienced data quality experts, on shore employee professional services
• Partner member Microsoft Dynamics User Group
• Gold sponsor of Dynamics UG Summit US – Orlando 2019
Syncsort and Microsoft

7. What’s New in
Dynamics 365 Demo

8. Preparing for an on Premise
to Dynamics 365 Migration

9. Improve decision-making and
productivity
• Drive faster ROI across
marketing, service and sales
initiatives
• Let sales focus on selling – and
trust their pipeline reports
• Eliminate manual data clean-ups
• Make smarter decisions with
valid, verified and complete data
-- with NO duplicates
• Fuel AI-driven insights with data
you can trust
Build better relationships
with your customers
Data Quality is
Critical for
Customer
Engagement
• Personalize engagement and
establish a trusted relationship
with accurate, complete
customer data
• Provide exceptional service
with a single view of the
customer account and contact
• Send customers relevant
information based on their
interactions, products, role, etc.

10. Challenge:
Customer
Data is Highly
Perishable
70%of people change at least one
item on their business cards
each year
7-10%of consumers and businesses
relocate every year
4%Up to
of all customer data becomes
stale on a monthly basis, for
an annual rate of 25-50%

11. Trillium Quality
for Dynamics
Flexible, Consistent Data Quality Plug-in
for Dynamics 365 and Dynamics CRM
1. Cleanse existing data to get a fresh start
• Combining multiple CRMs, SFAs
• Migrating from Dynamics CRM to Dynamics 365
• Clean up data problems accumulated over years
2. Validate data before importing it
• Uploading batches of leads/contacts from events, campaigns,
third parties, etc – only import valid, clean, new data – avoid
duplication
3. Validate data as it’s entered
• As new contact or lead are entered – wants to validate
contact information, match to existing leads/
contacts, merge fields into a master record

12. Trillium Quality
for Dynamics
Flexible, Consistent Data Quality Plug-in
for Dynamics 365 and Dynamics CRM
1. Cleanse existing data to get a fresh start
• Combining multiple CRMs, SFAs
• Migrating from Dynamics CRM to Dynamics 365
• Clean up data problems accumulated over years
2. Validate data before importing it
• Uploading batches of leads/contacts from events, campaigns,
third parties, etc – only import valid, clean, new data – avoid
duplication
3. Validate data as it’s entered
• As new contact or lead are entered – wants to validate
contact information, match to existing leads/
contacts, merge fields into a master record

13. • Fix problems you didn’t know you had –
before they have a negative impact on
your business.
• Find issues that have been building up for
years.
• Resolve problems from mergers and
migrations from older systems.
• Automatically generate clean and
matched record results (Accounts,
Contacts and Leads).
• Duplicates are displayed and can be
reviewed before batch merging is
performed.
Cleanse Existing Data for a Fresh Start

14. Migrate to Dynamics 365 with Confidence
Prepare for success with Dynamics 365
• Cleanse your Dynamics CRM data – eliminate
duplicates and normalize data
• Migrate only clean, de-duplicated data to
Dynamics 365
• Ensure the best user experience on your new
platform
Optimize your Dynamics 365 experience after
migration
• Use the Trillium Quality for Dynamics plug-in to
keep your database clean with real-time data
quality
• Support AI-driven insights based on clean,
accurate and valid data

15. Use our Lead Analysis tool to
evaluate new data prior to import:
• Analyze a lead data source against
existing database
• Review analysis results showing
which leads are duplicates, potential
duplicates or new, on an easy visual
“red-yellow-green” basis.
• Establish valid patterns for matches
• Select, confirm and import only lead
data deemed acceptable
• Import directly in Leads or Contacts
Upload Only New Data... and Nothing Else

16. Ensure new data is valid as its
entered:
• Enter Contacts or Leads as normal
• Pop-up validation of Address
(optionally email & phone)
• Match to existing Contacts and Leads
(cross-entity) with cross-population
of validated fields
• Option to merge between Leads and
Contacts
• Choose which fields to be merged
into the surviving master record
Apply Data Quality to Data Entry in Real-Time

17. Challenge
• Provide better customer service by creating
a single company-wide portal.
• 10’s of millions of records scattered across
12 separate systems. Duplicates, old data,
incomplete data, misspellings, data in wrong
fields, ...
Solution
• Trillium Quality validated relationships
between customer and policy data and
removed duplicates.
• Trillium Quality for Dynamics does real-time
checks right in Dynamics. ~ 3000 records
added or changed daily.
Benefits
• Rapid time to value – Trillium Quality for
Dynamics, operational within a day.
“A giant step forward in interacting
with customers more efficiently, more
intimately and with increased
confidence. That’s exactly what DELA’s
Customer Oriented Working program
aims to achieve.”
“Having the ability to perform
powerful data quality processes in
the background within Dynamics
means we have an elegant and
simple way of achieving our vision for
a single customer view. Without this
integration we would have been side-
tracked by a far more complicated
architecture.”
- Raymond Aerts, Project Manager, DELA
Cooperative
Gets
Customer
Oriented

18. Challenges
Duplicates, inconsistent formats, and
missing data hurt customer service,
marketing and regulatory compliance:
• Unable to find customer contacts
• Inbound calls not recognized
• Customer account on website and
CRM data out-of-sync
• Difficult to meet privacy regulations,
GDPR compliance
• Marketing can’t execute effective
targeted campaigns
• Data can’t be validated at the point
of entry
Solution
Trillium Quality for Dynamics
• Cleaned up existing data:
• Data cleansed, matched and
merged in place
• 18% duplicates identified and
corrected
• Defined data standards on the
contact form
• Ensure high data quality moving
forward:
• Data quality checks against
standards when data is updated
or added to the CRM
• Duplicates detected and matched
during real-time data entry
Overview
European electronics retailer uses
Microsoft Dynamics to record all sales
and customers to better serve their
customers.
But incomplete and duplicate data, and
inconsistent formats made its CRM
ineffective.
• 5.3 M contacts
• 68 stores plus online store
• 250 employees with direct access to
CRM

19. Q & A
www.syncsort.com
Mark Krinhop
Business Development Director, Syncsort
Mark.Krinhop@syncsort.com
612-210-1100
Discovery call followed by personalized demo
Subscription based pricing