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Showing posts from August, 2017

Migrating from Parature to Microsoft Dynamics 365: Part 1

Breaking News: Microsoft has updated the release date of the Parature migration tool to the end of September 2017.

In spring 2017, Microsoft announced that it was phasing out its Parature cloud customer service offering in favor of Dynamics 365 for Customer Service, one of the Dynamics 365 apps based on what was previously called Dynamics CRM.  Parature customers and Microsoft partners were informed of this plan in August 2016 prior to the release of Dynamics 365.

Microsoft also announced a toolkit with tools for migrating accounts, files and other assets; templates for creating support portals and customer service workflows; and tutorials and documentation. As of this writing the toolkit is not available, but scheduled to be released at the end of September 2017.

In the absence of a migration tool, what are the steps to migrating from Parature to Dynamics 365?  What are your migration options?

First, you should catalog your Parature implementation to determine which features you wer…