Week 1: Planning and Preparation 

• Conduct a thorough assessment of your Sage CRM environment and identify data to be migrated. 
• Establish a clear migration strategy and timeline, considering business priorities and dependencies. 
• Define data mapping rules to ensure accurate and consistent data transfer. 

Week 2: Data Extraction and Transformation 

• Extract data from Sage CRM using appropriate tools and methodologies. 
• Perform data cleansing and transformation to ensure compatibility with Dynamics 365 Sales. 
• Validate the transformed data for integrity and accuracy. 

Week 3: Dynamics 365 Sales Setup and Configuration 

• Configure Dynamics 365 Sales to match your business processes and requirements. 
• Set up security roles and access permissions for users. 
• Customize the user interface to enhance usability and user experience. 

Week 4: Data Migration and Validation 

• Migrate the transformed data from Sage CRM to Dynamics 365 Sales. 
• Verify the accuracy and completeness of migrated data. 
• Perform data integrity checks to ensure data consistency. 

Week 5: Go-Live and Post-Migration Activities 

• Complete the transition to Dynamics 365 Sales and decommission Sage CRM. 
• Monitor system performance and address any issues that arise. 
• Gather user feedback and make necessary adjustments to the system. 

Deliverables: 

1. A fully migrated and configured Dynamics 365 Sales environment. 
2. Documented data mapping rules and data transformation procedures.