SalesForce to Dynamics 365 Migration Assessment

Companies using SalesForce looking to migrate to Dynamics 365 to optimize costs, improve data integration, and leverage native integration with the Microsoft ecosystem.

Our SalesForce to Dynamics 365 migration solution offers a streamlined and efficient transition, reducing licensing costs and enhancing data visualization with Power BI. Native integration with LinkedIn and other Microsoft 365 tools provides a more robust and integrated CRM experience.

Supported Microsoft Products: Dynamics 365 (Sales, Marketing, Customer Insights, Customer Service, Field Service, Finance, Supply Chain Management, Business Central, Human Resources, Project Operations, Fraud Protection, Guides, Intelligent Order Management), Power BI, LinkedIn Sales Navigator, Azure IoT Central.

Other Supported Software: SalesForce (for data extraction and entity model).

Prerequisites and Requirements:

Access to SalesForce and Dynamics 365 instances. Appropriate permissions for data extraction and migration. Hosting environment configured for Dynamics 365 (cloud, on-premise, or hybrid).

Limitations, Conditions, or Exceptions:

Migration can be complex for organizations with extensive customizations in SalesForce. Availability of dedicated environments for migration may impact the timeline. Changes in the entity model during migration may require additional approvals and adjustments to the process.

Capabilities and Strengths:

Automated and precise migration of data and functionalities from SalesForce to Dynamics 365. Cost reduction in licensing and support. Enhanced data visualization and reporting with Power BI. Native integration with LinkedIn for lead nurturing. Continuous support and training to ensure end-user adoption and effectiveness.

Compatibility with Other Offers:

Fully compatible with the Microsoft ecosystem, including Azure and other Dynamics 365 solutions.