Replace Infor CRM With Microsoft Dynamics 365
You should not have to live with slow speeds, limited features, poor connectivity, and expensive support just because switching CRMs feels risky. TrellisPoint's Infor CRM Migration Tool moves your existing Infor CRM (formerly Saleslogix) data, customizations, and workflows into Microsoft Dynamics 365 quickly and thoroughly.
TrellisPoint's Infor CRM Migration Tool
Our cost-effective solution quickly and easily migrates Infor CRM (formerly Saleslogix) to Microsoft Dynamics 365 Sales, Service, and the Power Platform, and our proven process provides the framework for your success.
Minimizes Manual Labor
Automated data mapping and transformation cut down on the manual re-entry that normally comes with switching CRMs.
Mitigates Data Losses
Built-in validation checks catch data issues before they reach Dynamics 365, protecting the records you've spent years building.
Part of a Customer-Centric Process
Every migration step is scoped around keeping your team productive and your customers unaffected, not just moving data for its own sake.
Why Dynamics 365
You Can Do More With Microsoft Dynamics 365
Not sure if you have the time and resources for a CRM migration? Our team handles the heavy lifting so your team can keep working.
Advanced Technology
Dynamics 365 keeps pace with AI, automation, and analytics capabilities that legacy CRMs like Infor were never built to support.
- Built-in Copilot and AI-assisted insights
- Regular feature updates, not a frozen legacy build
Seamless Integration
Native connections to Outlook, Teams, and the rest of Microsoft 365 mean your CRM data shows up where your team already works.
- Works alongside the Microsoft 365 apps your team already uses daily
- One login, one identity, across CRM and productivity tools
Scheduled Upgrades
Regular, predictable Microsoft-managed updates replace the disruptive, all-at-once upgrade cycles of an on-premises system.
- No more forced, multi-month re-implementation projects
- New features roll out automatically in the background
Support Ecosystem
A large partner and support network, including TrellisPoint, means help is always available long after go-live.
- A global network of Microsoft partners and specialists
- TrellisPoint stays on as your ongoing support partner after go-live
Real Results From a Real Migration
Switching to Microsoft Dynamics 365 streamlined the way approximately 200 members of Maritz Travel's staff do business. With more data available through a single system of truth, its sales associates can forecast leads and manage accounts more effectively than ever.
TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.
Business Results With D365 CRM
- ✓ Greater connectivity
- ✓ Reliable support
- ✓ Seamless upgrades
- ✓ Process efficiency
Built on Partnership. Focused on Your Goals.
We start with the business result you are trying to achieve, then design the right CRM migration path to get there. Our consultants work side-by-side with your teams, bringing structure, clarity, and accountability throughout the journey.
TrellisPoint Can Help
Replacing Infor CRM (formerly Saleslogix) does not have to mean losing your data, customizations, or momentum. We provide the migration tooling, a proven framework, and hands-on guidance to move you onto Dynamics 365 with minimal disruption.
- ✓ A purpose-built migration tool that minimizes manual work and data loss
- ✓ A phased rollout so your team keeps working while we migrate
- ✓ Training and support so Dynamics 365 sticks after go-live
Go Deeper Before You Migrate
A few more reads from our Learn Center on moving to Dynamics 365.
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Infor CRM Migration FAQ
How long does an Infor CRM (Saleslogix) to Dynamics 365 migration take?
Timelines depend on the size of your database, how customized your Infor CRM instance is, and how many users need to be trained. Most migrations move in phases so your sales and service teams keep working throughout, rather than a single high-risk cutover weekend.
What happens to our customizations and historical data?
TrellisPoint's Infor CRM Migration Tool is built specifically to carry over your existing data, customizations, and workflows rather than starting from a blank Dynamics 365 instance. Built-in validation checks catch data issues before they reach Dynamics 365, so historical records stay intact.
Will our sales team be able to keep working during the migration?
Yes. Our process is built to be customer-centric, which means every migration step is scoped around keeping your team productive throughout, not just moving data as quickly as possible. Maritz Travel's ~200-person staff continued working through their own migration to Dynamics 365.
Why move off Infor CRM (Saleslogix) at all?
Dynamics 365 keeps pace with AI, automation, and analytics capabilities that legacy CRMs like Infor were never built to support, connects natively with Outlook, Teams, and the rest of Microsoft 365, and replaces disruptive on-premises upgrade cycles with regular, predictable Microsoft-managed updates.
Do we need Dynamics 365 Sales, Customer Service, or both?
It depends on what Infor CRM is doing for you today. The migration tool moves data into Dynamics 365 Sales, Service, and the Power Platform, so we typically start by mapping your current Infor CRM usage to the closest Dynamics 365 modules before scoping the project.
What support do we get after go-live?
TrellisPoint stays on as your ongoing support partner after go-live, backed by a large Microsoft partner and support network, so help is available long after the migration itself is complete.