Migrating from Salesforce to Dynamics 365 CRM migration is to move/carry/transport your customer relationship management data, processes, and personalization from Salesforce to Microsoft Dynamics 365. Switching to these means not only that the flow of your business stays the same, but also that the CRM features get improved, which are more tailored to your business.
By deciding to change the current situation from Salesforce to Dynamics 365 CRM, companies will gain access to Microsoft's integrated ecosystem, which includes such services as Office 365, Power BI, and Azure cloud services. To put it simply, sales, service, and marketing automation will be combined into one platform.
We are the one-stop shop for all types of Salesforce to Microsoft Dynamics migration services. Data migration, customization, and training that we provide as separate services, together, are the enablers of the immediate and efficient uptake of the Dynamics 365 CRM benefits.
Get StartedThe main fall-specific challenges that switching to Dynamics 365 CRM from Salesforce causes are the key factors for the success of the transition process:
Find out moreThe most important thing to be done in the transfer of data is to be accurate and complete to avoid the disruption of the operation.
The different ways of customizations in Salesforce and Dynamics 365 necessitate cautious steps in the mapping process.
Working with the load of third-party apps and services during a switch makes the process very complicated.
Employee training and implementation of change management are crucial steps in the post-migration period to make users accept it.
Making the switch from Salesforce CRM to Dynamics 365 CRM migration unlocks numerous advantages for your business:
We deliver tailored end-to-end solutions for the data migration from Salesforce CRM to Dynamics 365 that suit your business:
Assessment & Planning
The analysis of your Salesforce environment in detail to come up with a migration plan that fits your business.
Data Migration & Validation
A complete and secure data transfer from the CRM system, ensuring data integrity throughout the process.
Customization & Configuration
The migration and the optimization of your workflows, dashboards, and entities into Dynamics 365.
Integration Setup
The easy integration between Salesforce and Dynamics 365 CRM, along with other third-party tools and Microsoft applications.
User Training & Support
The initial training session and the continuous support are provided to ensure that the users are familiarized with the system.
Post-Migration Support
The regular checking and adjustment of the Dynamics 365 CRM system for high performance.
Our reliable Salesforce to Dynamics 365 CRM migration process is guaranteed to deliver less downtime and higher returns:
An in-depth examination of your current Salesforce configuration and the requirements of your business, followed by data mapping and cleaning to ensure a smooth changeover to Dynamics 365.
A pilot migration is conducted to validate the operations, identify gaps, and solve any issues before the actual work is done.
The changeover to the complete one is carried out along with the transfer of data, system customization, and the integration of the tools that are already in place.
User training for smooth uptake, the new system is launched, and support for the Salesforce to Dynamics 365 migration is always available.
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Every migration journey comes with questions, and we’re here to make the answers simple, clear, and actionable. These are the main questions that businesses ask us regularly.
Find out moreTime to move data is dependent on the complexity of the process and is usually between 4 and 12 weeks. This period also includes planning and training.
Certainly, the technical staff of our company adopt secure methods and takes all the necessary precautions to avoid any losses in your data during its transfer from one place to another.
Our service that is related to the transition from Salesforce to Dynamics 365 CRM allows you to remake and supplement your current integration without interruption in the flow of data.
We are always available to provide assistance and advice during the transition period from Salesforce to Dynamics 36,5 as well as the period after the implementation of your new CRM.
Of course, user training that is tailored specifically for your organization is a part of our service that is related to the migration from Salesforce to Microsoft Dynamics.
We serve the needs of a wide variety of industries such as retail, finance, manufacturing, healthcare, and more.
Techcronus Inc.
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