End the On-Prem Headaches, Move to Dynamics 365 Sales Online
If your organization is still running an on-premises Dynamics 365 Sales environment, you're likely facing high maintenance costs, limited scalability, and outdated features. We guide you through a seamless migration to Dynamics 365 Sales Online, so your team gets the flexibility, security, and access to the latest innovations that cloud technology offers.
Why Migrate From On-Premises to Online Dynamics 365 Sales?
Migrating your Dynamics 365 Sales system from an on-premises setup to a cloud-based environment helps your business stay competitive and agile. Here's what the switch gets you.
The TrellisPoint On-Prem to Online Migration Process
A comprehensive, step-by-step migration process designed for a smooth transition with minimal disruption to your business operations.
A thorough assessment of your current on-premises Dynamics 365 Sales environment, so the migration plan fits your actual setup.
- Analyze Your Current Setup: a detailed review of your existing infrastructure, data, customizations, and integrations to understand your unique requirements and challenges.
- Identify Key Migration Needs: based on the assessment, we identify the critical areas to address during migration, including data integrity, system customizations, and third-party integrations.
- Develop a Customized Migration Plan: a tailored plan that outlines each step of the process, minimizing downtime and maximizing efficiency.
Data is at the heart of your business, so ensuring its accuracy and completeness is central to this step.
- Data Cleaning and Preparation: we work closely with your team to clean and prepare your data, ensuring it is accurate and ready for migration to the cloud.
- Data Mapping and Transformation: we map your existing data to the new online environment, transforming it as needed for compatibility and optimal performance.
- Secure Data Transfer: industry-leading tools and best practices to securely transfer your data, protecting sensitive information throughout the process.
Every business has unique needs, and your Dynamics 365 Sales environment is no different. We ensure your customizations and integrations transition seamlessly.
- Customization Migration: we review your existing workflows, forms, and plugins and ensure they are compatible with the online version of Dynamics 365 Sales.
- Integration with Other Systems: we manage the integration of your Dynamics 365 Sales system with other essential business systems and applications, for a smooth and unified technology stack.
Before going live, we conduct extensive testing to make sure your new online environment is functioning correctly and efficiently.
- System Testing: rigorous testing of the Dynamics 365 Sales online environment to ensure all features and functionality work as expected.
- User Acceptance Testing (UAT): we collaborate with your team to conduct UAT, letting key stakeholders validate that the system meets their requirements.
The final phase, where your new Dynamics 365 Sales Online environment becomes fully operational.
- Go-Live Planning and Execution: we plan the go-live event with your team, for a smooth transition with minimal disruption to business operations.
- Post-Migration Support: our commitment doesn't end at go-live. We provide ongoing support to address issues, optimize your new environment, and help your team get the full value out of Dynamics 365 Sales Online.
What Our Clients Say
We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company.
TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team.
Built on Partnership. Focused on Your Goals.
We start with the business result you are trying to achieve, then design the right 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
Moving off an on-premises Dynamics 365 Sales environment does not have to mean downtime or lost customizations. We provide the assessment, migration expertise, and post-go-live support to move you to the cloud with confidence.
- ✓ A tailored migration plan built around your current setup, not a generic checklist
- ✓ Secure, validated data migration with rigorous testing before go-live
- ✓ Ongoing support after go-live, not just through launch day
Go Deeper Before You Migrate
A few more reads from our Learn Center on moving Dynamics 365 to the cloud.
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D365 Sales On-Prem to Online Migration FAQ
Why move Dynamics 365 Sales from on-premises to online at all?
On-premises Dynamics 365 Sales environments typically mean higher maintenance costs, limited scalability, and slower access to new features. Moving online gives your team the flexibility, security, and access to the latest Microsoft innovations without managing the infrastructure yourself.
What are the 5 steps in your migration process?
Assessment & Planning, Data Migration, Customization & Integration, Testing & Validation, and Go-Live & Support. Each step is designed to catch issues before they become problems, so the actual cutover is low-drama rather than a high-risk weekend event.
Will our existing customizations and integrations survive the move?
Customization & Integration is its own dedicated step in our process specifically because on-premises instances often carry custom code, plugins, and integrations that need to be evaluated and, where needed, rebuilt for the online platform rather than assumed to carry over automatically.
How much downtime should we expect during go-live?
Downtime depends on the size and complexity of your environment. Because Testing & Validation happens as its own step before go-live, most issues are caught and resolved ahead of the cutover rather than discovered live, which keeps the actual go-live window short.
What kind of support do we get after we're live online?
Go-Live & Support is the final step in our process for a reason - TrellisPoint stays engaged after cutover to resolve issues and answer questions as your team gets used to the online environment, not just through the migration weekend itself.