CRM Migration Kickoff

10 Feb 2026, 10:0045m 0sPASTE

Complete

Speakers

Sarah Chen

180 words·5 segments

85%

Marcus Webb

160 words·3 segments

78%

Lisa Patel

90 words·2 segments

65%

David Kim

70 words·1 segments

45%

Sarah Chen0:00

Welcome everyone to the CRM migration kickoff. As you know, we are moving from our legacy CRM to Dynamics 365. The board has approved a budget of 450,000 pounds and we need to be live by end of Q3. Marcus, can you walk us through the technical approach?

Marcus Webb2:00

Thanks Sarah. We have assessed the legacy system and there are roughly 52,000 customer records to migrate. The good news is the data structure maps fairly well to Dynamics 365 entities. The main challenge is data quality — about 15% of records have incomplete address or contact fields. I recommend we do a data cleansing sprint before migration begins.

Sarah Chen4:00

Agreed. Lisa, from the user perspective, what are your concerns?

Lisa Patel4:20

My biggest worry is adoption. The sales team has been using the old system for eight years. We need a proper training programme, not just a one-hour webinar. I would suggest role-based training modules — different content for sales reps, support agents, and managers.

Marcus Webb6:20

On the integration side, we need the SAP connection working for order and invoice sync. I have spoken with the SAP team and they can provide APIs, but we may need some middleware depending on the data formats.

David Kim8:00

The 450K is firm. I need to see a detailed cost breakdown by end of this month. I also want monthly burn reports so we can track spend against the plan. If the SAP integration needs custom middleware, that could be a significant cost item — let us flag that early.

Marcus Webb10:00

I can have the first draft of the data migration plan and mapping document within three weeks. We will need Lisa team to validate the field mappings for customer-facing data.

Sarah Chen12:00

Excellent. So to summarise — Marcus will lead the data migration planning and SAP integration assessment, Lisa will own the training programme design, and I will report progress to the board monthly. Next meeting in two weeks.

Action

Run data cleansing sprint before migration begins

Approximately 15% of 52,000 records have incomplete fields that need cleansing before migration to Dynamics 365

Marcus Webb10:00

Confidence

92%

Agreement

Implement role-based training modules

Training will be tailored per role: sales reps, support agents, and managers rather than generic webinar

Lisa Patel10:00

Confidence

88%

Action

Provide detailed cost breakdown by end of February

David Kim requires cost breakdown and monthly burn reports to track budget spend against the 450K cap

David Kim10:00

Confidence

95%

Action

Data migration mapping document draft in three weeks

Marcus to produce first draft, Lisa team to validate field mappings within one week of receiving

Marcus Webb10:00

Confidence

90%

Escalation

Assess SAP middleware requirement within two weeks

SAP integration may need custom middleware depending on data format compatibility — flag as potential cost risk

Marcus Webb10:00

Confidence

85%