Microsoft Dynamics CRM Migration: Moving to Creatio or TWOZO

Why Migrate from Microsoft Dynamics

Businesses migrate from Microsoft Dynamics for various reasons: high licensing costs, complex customization requiring developers, limited workflow automation, poor user adoption, or desire for a modern no-code platform like Creatio.

Key Differences: Dynamics vs Creatio/TWOZO

Customization Approach

Microsoft Dynamics requires .NET developers for complex customizations. Creatio offers no-code workflow design. TWOZO focuses on configuration rather than customization.

User Interface

Creatio's Freedom UI and TWOZO's modern interface provide better mobile experience and faster user adoption compared to Dynamics' traditional interface.

Integration Complexity

While Dynamics integrates natively with Microsoft products, third-party integrations often require complex development. Creatio and TWOZO offer simpler REST API-based integrations.

Data Mapping Considerations

Entity Mapping

• Accounts → Accounts
• Contacts → Contacts
• Leads → Leads
• Opportunities → Opportunities
• Cases → Cases
• Activities → Activities

Custom Fields

Dynamics custom fields need careful mapping to Creatio or TWOZO fields. Some field types may require transformation or recreation in the target system.

Relationship Mapping

Dynamics relationship fields (lookup, customer, party list) need to be mapped to equivalent relationship types in the target CRM. This is often the most complex part of migration.

Workflow Migration

Dynamics workflows and plugins need to be recreated:

• Dynamics workflows → Creatio process designer or TWOZO automation rules
• Dynamics plugins → Creatio custom business logic (if needed)
• Dynamics business rules → Creatio validation rules or TWOZO field rules

Integration Migration

Rebuild integrations for the new platform:

• SharePoint/OneDrive → Creatio document management
• Exchange/Outlook → Email sync with new CRM
• Power BI → Creatio analytics or external BI
• Custom integrations → REST API rebuild

User Transition Planning

• Plan for interface retraining
• Map Dynamics navigation to new CRM navigation
• Provide side-by-side process guides
• Schedule hypercare support for first month

How AavishkarIT Helps

We provide Microsoft Dynamics migration services to both Creatio and TWOZO. Our process includes assessment, data mapping, workflow recreation, integration rebuild, and user transition support.