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Migrate from Salesforce to Dynamics 365

This 1-week blueprint is designed to securely and efficiently migrate up to 100,000 of your critical Account, Contact, and related users from Salesforce to Dynamics 365. If your project is bigger than 100,000 Contacts, we are more than happy to help you it will just take longer than 1 week.

Mike Pointing D365 Sales

Painlessly migrate from Salesforce to Dynamics 365 in 1-week

Microsoft Dynamics 365 is the leading solution for AI-powered salesforce automation, marketing, and customer service. TrellisPoint’s exclusive migration engine provides a low-risk option for organizations seeking to lower technology costs by quickly migrating from pricey Salesforce subscriptions to a budget-friendly Dynamics 365 plan. 

Migration Roadmap

Day 1 Assessment & Data Collection

  • Provide Assessment Web meeting
  • Gather existing Salesforce system details
  • Collect sample data for out-of-the-box Account & Contact data fields to be migrated
  • Audit Salesforce database to identify current, retired and deleted users

Day 2-4 Cloud Deployment

  • Deploy an out-of-the-box Microsoft Dynamics 365 Cloud environment
  • Import all identified historical Salesforce.com users into Microsoft Dynamics 365
  • Assign licenses and existing Salesperson security role to Microsoft Dynamics 365 users
  • Perform data migration using TrellisPoint’s Migration Engine

Days 5 Review and Launch

  • Joint review of migrated data
  • Provide 1-hour Microsoft Dynamics 365 interface overview

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