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Salesforce to Microsoft Dynamics 365 Sales Migration Service

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Migrate from Salesforce to Dynamics 365 Sales with TrellisPoint

Are you ready to move from an expensive Salesforce subscription to a more cost-effective, robust Microsoft Dynamics 365 Sales system with native integrations to Office 365 and Outlook?

TrellisPoint is here to help. With extensive experience in both Salesforce and Microsoft Dynamics 365, we provide a streamlined migration service that ensures a smooth and efficient transition.

 

The TrellisPoint Salesforce to Dynamics 365 Migration Process

Our proven, step-by-step process, ensures that your data, customizations, and workflows are accurately transferred, while providing comprehensive support to make the transition smooth and stress-free. From initial assessment to final deployment, we guide you every step of the way to ensure your team is fully equipped to succeed in your new Dynamics 365 environment.

 

If You're Already Using Some Microsoft Products

If your business is already using Microsoft tools like Outlook, Teams, Word, Excel, PowerPoint, and Power BI, choosing a CRM that seamlessly integrates with these applications can significantly enhance your workflow and productivity. Microsoft Dynamics 365 Sales is designed to work natively within the Microsoft ecosystem, making it the perfect CRM solution for companies that rely on Microsoft products daily.

By selecting Dynamics 365 Sales, you can ensure a smooth transition and immediate familiarity for your team. Here’s why choosing Dynamics 365 Sales is a smart move for businesses already invested in Microsoft:

 

1. Integration

Dynamics 365 Sales integrates effortlessly with Microsoft Office 365, Teams, SharePoint, and Power BI. This integration enables your team to access customer data directly from the tools they use every day, without the need to switch between different platforms. For example, sales teams can track emails, meetings, and customer interactions directly within Outlook, while managers can use Excel and Power BI for advanced reporting and data analysis.

integration
 

2. Unified User Experience

Because Dynamics 365 Sales operates within the Microsoft environment, your team will already be familiar with the interface and functionality. This consistency reduces the learning curve and allows for quicker adoption, ensuring that your CRM implementation is smooth and efficient.

unified
 

3. Collaboration

With Dynamics 365 Sales, collaboration becomes easier and more effective. Teams can use Microsoft Teams for real-time communication and document sharing, while Dynamics 365 Sales provides a centralized view of customer interactions and sales activities. This integration facilitates better coordination and faster decision-making across departments.

collaboration
 

4. Productivity

Dynamics 365 Sales leverages the power of Microsoft’s productivity tools, allowing your team to work more efficiently. Features like AI-driven insights and automated workflows help streamline sales processes, reduce administrative tasks, and keep your sales pipeline moving smoothly. By staying within the Microsoft ecosystem, your team can focus on what they do best—selling and building strong customer relationships.

productivity

3 Key Factors to Consider When Migrating from Salesforce to Dynamics 365 Sales & How TrellisPoint Can Help

Choosing the right path for your CRM migration is crucial, and TrellisPoint is here to guide you through every step. When migrating from Salesforce to Dynamics 365 Sales, there are several important factors to consider to ensure a smooth transition. Here are 3 key areas where TrellisPoint can provide expert guidance and support to help you navigate the migration process with confidence:

Customization and Configuration Differences

1. Customization & Configuration Differences

Salesforce and Dynamics 365 Sales have different customization and configuration capabilities. Understanding these differences and mapping your existing Salesforce customizations to Dynamics 365 is crucial to maintain business processes and workflows.

How TrellisPoint Can Help:
Our team of experts will work closely with you to analyze your current Salesforce customizations and configurations. We then map these to equivalent or improved functionalities in Dynamics 365 Sales, ensuring your workflows remain intact or are enhanced post-migration. TrellisPoint can also customize Dynamics 365 Sales to fit your unique business needs, providing a seamless transition.

Data Integrity & Migration Accuracy

2. Data Integrity & Migration Accuracy

When migrating from Salesforce to Dynamics 365 Sales, ensuring data integrity and accuracy is critical. Data corruption or loss during migration can lead to significant operational disruptions and impact business continuity.

How TrellisPoint Can Help:
TrellisPoint uses a proven migration methodology that includes thorough data auditing and mapping before migration. We ensure all data fields are accurately matched and transferred, and we perform comprehensive data validation checks to maintain the integrity and accuracy of your data throughout the process.

User Training & Adoption Migrating to a n

3. User Training & Adoption

Migrating to a new CRM platform requires change management and user training to ensure a smooth transition and quick adoption. Without proper training, users might find it challenging to adapt to the new system, leading to decreased productivity.

How TrellisPoint Can Help:
TrellisPoint provides comprehensive user training sessions tailored to your team’s specific needs. We offer hands-on training, user guides, and ongoing support to ensure your team is comfortable with Dynamics 365 Sales and can quickly adapt to its features. This focus on user adoption helps minimize downtime and maximizes productivity from day one.

Microsoft Dynamics 365 Sales & Salesforce Comparison

Microsoft Dynamics 365 Sales Salesforce
Features & Benefits
Integration with Microsoft Tools
Direct integration with Microsoft Office 365, Teams, Outlook, Excel, PowerPoint, and Power BI.
Requires additional plugins or third-party apps for full integration with Microsoft tools.
AI Features
Built-in AI features with Dynamics 365 AI and Copilot, providing predictive analytics and actionable insights.
AI-driven insights with Salesforce Einstein, available at higher pricing tiers with additional licensing costs.
User Interface
Very similar to other Microsoft interfaces, reducing the learning curve and facilitating quicker user adoption.
Unique interface that may require additional training for teams not familiar with Salesforce.
Security & Compliance
Built on Microsoft’s trusted cloud infrastructure with robust security and compliance features tailored for global standards.
Strong security features and compliance support, primarily cloud-based.
Cost Structure
Transparent pricing with multiple editions to fit various needs, often more cost-effective for Microsoft-centric organizations.
Broad range of pricing options; costs can escalate with the addition of third-party apps and higher-tier plans.
 

Salesforce to Dynamics 365 Sales migration FAQ

“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. They took my proven methodology and business processes and created a product that enables me to scale, drives operational efficiency and delivers more value-added services to my clients.”

Erin Figer | Alliance Strategist | Core Consulting LLC

TrellisPoint Can Help!

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