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.
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.
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Streamlined Data Mapping
TrellisPoint’s exclusive migration engine utilizes extensive pre-configured data-mappings to reduce manual processes and cut migration time.
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Custom Data Matching
TrellisPoint ensures precise data transfer by matching and creating new, custom fields to guarantee all data is moved accurately.
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Data Cleansing
We’ll work with you to cleanse outdated data, enhance functionality, and create automated workflows tailored to your business processes.
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
Frequently Asked Questions
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How long does the migration process take?
The migration process is designed to be completed in 1 week, ensuring a fast and secure transfer of your critical Account, Contact, and related data from Salesforce to Dynamics 365. This is subject to change depending on the scope of the project.
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How is data accuracy ensured during migration?
TrellisPoint uses custom data-matching techniques to create new fields as needed, ensuring all data is transferred accurately from Salesforce to Dynamics 365.
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How does Dynamics 365 integrate with other Microsoft products?
Dynamics 365 integrates seamlessly with other Microsoft services, including Office 365, SharePoint, and Power BI. This enhances productivity and collaboration within your organization.
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Why should I switch from Salesforce to Dynamics 365?
Switching to Dynamics 365 allows you to lower your technology costs while gaining access to Microsoft’s AI-powered tools for sales automation, marketing, and customer service. It also offers tighter integration with other Microsoft products you may already be using.
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Will TrellisPoint help with data cleansing during the migration?
Yes, TrellisPoint will assist with cleansing outdated data during the migration process to enhance your business’s functionality and ensure smooth integration into Dynamics 365. -
What kind of support will I receive during the migration?
TrellisPoint will provide ongoing support throughout the migration process, including data assessment, cloud deployment, and a review of the migrated data, along with an overview of the Dynamics 365 interface.