AI-Powered Migration From Salesforce to Dynamics 365

The migration timeline varies based on the complexity of your Salesforce implementation and the volume of data. A standard migration typically takes 8-12 weeks, including discovery, planning, data migration, testing, and deployment phases.

No, our migration process is designed to ensure complete data integrity. We perform extensive validation checks to ensure all your Salesforce data is correctly migrated to Dynamics 365. We also maintain your historical data and relationships between records.

Dynamics 365's AI capabilities can automate many tasks that previously required human intervention. This includes data entry (70% reduction), customer support (60% of routine inquiries), sales administration (40% reduction), and reporting/analytics. Our clients typically see a 30-50% reduction in CRM administrative staff after implementing these AI capabilities.

Dynamics 365 includes Microsoft Copilot integration across Sales, Service, and Marketing. Sales Copilot provides AI-generated email drafts, meeting summaries, and opportunity insights directly in Outlook and Teams. Customer Service Copilot drafts contextual responses and suggests knowledge articles. Marketing Copilot generates content and provides AI-powered customer journey suggestions. While Salesforce offers Einstein AI, Dynamics 365's integration with Microsoft's AI ecosystem provides more comprehensive capabilities at a lower cost, without requiring expensive add-ons.

Organizations typically save 30-40% on licensing costs when migrating from Salesforce to Dynamics 365. For example, Dynamics 365 Sales Enterprise costs about $105 vs. Salesforce Sales Cloud Enterprise at $165 (36% lower). When combined with workforce reduction through AI automation (potentially 30-50% of CRM administrative staff), the ROI becomes even more compelling, often paying for the migration within 12-18 months.

Security is our top priority. All data transfers are encrypted using industry-standard protocols. We use secure authentication methods, respect your existing security models, and never store your sensitive data. Our solution complies with major security standards including SOC 2, GDPR, and HIPAA.

Our migration solution fully supports custom objects and fields from Salesforce. We analyze your custom schema and map it to appropriate entities in Dynamics 365, either using standard entities with customizations or creating new custom entities as needed.

We use a phased migration approach designed to minimize disruption to your business operations. We can implement a parallel run period where both systems operate simultaneously until the migration is complete and validated, ensuring a smooth transition.

Dynamics 365 is natively integrated with the entire Microsoft ecosystem. Users can view and edit CRM data directly in Outlook, Excel, Word, and SharePoint without extra connectors. D365 and Teams are tightly coupled, allowing anyone to view and collaborate on CRM records from within Teams chats or channels. Because Microsoft owns LinkedIn, D365 has built-in LinkedIn Sales Navigator support. This seamless integration increases productivity and eliminates the need for third-party connectors that Salesforce requires.

Dynamics 365 offers more flexible licensing options than Salesforce. D365 has module-based licensing so you can license only the CRM components you need. It also offers Team Member licenses for light users at approximately 10% the cost of a full license, ideal for executives or occasional users. For organizations already using Microsoft 365 or Azure, combining D365 can simplify procurement and sometimes provide volume discounts. This flexibility typically results in 30-40% lower licensing costs compared to equivalent Salesforce editions.

Yes, comprehensive training is a key part of our migration service. We provide role-based training for your team to ensure they can effectively use Dynamics 365 and leverage its AI capabilities. This includes training on Copilot, virtual agents, and automation tools to maximize workforce efficiency.

After a successful migration and transition period, you can reduce or eliminate your Salesforce licenses, potentially resulting in significant cost savings. We'll help you plan this transition to ensure you maintain access to historical data as needed.