Cloud9 offer Migration services and expert advice for clients undertaking a migration from an existing CRM solution to Microsoft CRM Online. 60% of our CRM clients adopting CRM Online are undertaking a migration from an existing CRM solution such as CRM Dynamics on-premise V4, Salesforce, Act or Sage CRM. As Microsoft CRM OnLine offers very mature and flexible capability, we often find the best approach to is to view the migration as a new CRM implementation with a data migration.

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Our core driver with any project is to ensure CRM is simplified and aligned to the roles and relevant processes for the users to ensure great User Adoption. Our team have expert Data Migration skills to ensure a cost-effective migration from your existing solution. For more complex data migrations, we recommend the use of Scribe which our team have extensive experience with.


Cloud9 support many of our new Office 365 clients with the initial design and planning for implementing SharePoint. For 30% of our new SharePoint clients, they have chosen to Migrate to SharePoint as they are involved with an office move and they have plans to dispose of their office server and move all their data needs to the Cloud and set up a new intranet for collaboration for remote and office workers. Other clients are migrating from using solutions such as lotus Notes which require creation of new Applications in SharePoint.


Whatever your maturity and vision for use of SharePoint, we offer expert services on an hourly basis to support you with your planning, design and migration needs. Many of our clients, planning a migration to SharePoint for the first time, purchase a 7 hour block of time (£910 ex vat) and commence with a web-based 2 hour discovery and training session to support you in designing an architecture that is future proofed for your growing business. The remaining time is used flexibly for general advice and support or for our consulting involvement to support your more fully with your data migration.

Office 365 – Mailbox Migration

Cloud9 Insight offer a Mailbox Migration service for Exchange. As many of our clients lack the experience and expertise in undertaking a Mailbox migration they look to Cloud9 to ensure a smooth transition with minimum business disruption for users. We work with clients collaboratively to ensure effective planning for the migration, and execution to avoid any disruption to users.


Get Started

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We offer you free advice throughout your planning phases for the CRM Online implementation.

To book your Set-up training now simply send us your list of training requirements in priority order with suggested dates and times. To arrange a planning call with a consultant to discuss your project needs contact us click here