Migrate from Salesforce to Dynamics 365 Sales
Move from an expensive Salesforce subscription to a more cost-effective Dynamics 365 Sales system with native integrations to Office 365 and Outlook, without losing your data, customizations, or workflows along the way.
The TrellisPoint Salesforce to Dynamics 365 Migration Process
Our proven, step-by-step process ensures your data, customizations, and workflows are accurately transferred, with comprehensive support to make the transition smooth from initial assessment to final deployment.
A thorough assessment of your current Salesforce environment, so the migration plan fits your actual setup, not a generic checklist.
- 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 that need to be addressed during the migration, including data integrity, system customizations, and third-party integrations.
- Develop a Customized Migration Plan: a tailored migration 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 D365 Sales.
- Data Mapping and Transformation: we map your existing data to the new D365 Sales 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 Salesforce environment is no different. We ensure your customizations and integrations transition seamlessly.
- Customization Migration: we analyze your current Salesforce customizations and configurations, then map these to equivalent or improved functionality in 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 environment is functioning correctly and efficiently.
- System Testing: rigorous testing of the new Dynamics 365 Sales 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 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.
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. Dynamics 365 Sales is designed to work natively within the Microsoft ecosystem, making it a strong fit for companies that rely on Microsoft products daily.
3 Key Factors to Consider When Migrating from Salesforce to Dynamics 365 Sales
Choosing the right path for your CRM migration is crucial. Here are 3 key areas where TrellisPoint provides expert guidance so you can navigate the migration process with confidence.
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 analyzes your current Salesforce customizations and maps them to equivalent or improved functionality in Dynamics 365 Sales, ensuring your workflows stay intact or come out better post-migration.
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
A proven migration methodology that includes thorough data auditing and mapping before migration, plus comprehensive validation checks to maintain data integrity throughout the process.
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
Comprehensive user training sessions tailored to your team's needs, with hands-on training, user guides, and ongoing support to minimize downtime and maximize productivity from day one.
Microsoft Dynamics 365 Sales & Salesforce Comparison
| Microsoft Dynamics 365 Sales | Salesforce | |
|---|---|---|
| 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. |
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.
Salesforce to Dynamics 365 Sales Migration FAQ
Why should I migrate from Salesforce to Dynamics 365 Sales?
Migrating to Dynamics 365 Sales offers several advantages, including cost savings, seamless integration with Microsoft tools like Office 365 and Outlook, and a more flexible licensing model. Dynamics 365 also provides robust security features, customization options, and enhanced support for your sales processes.
Will there be any data loss during the migration?
TrellisPoint employs a meticulous data migration methodology to ensure that all data is accurately transferred from Salesforce to Dynamics 365 Sales. We perform thorough data validation checks before and after migration to prevent any data loss, ensuring a seamless transition.
Can Dynamics 365 Sales be customized to match my existing Salesforce configurations?
Yes, Dynamics 365 Sales is highly customizable. TrellisPoint's team of experts will work closely with you to analyze your current Salesforce customizations and configurations, then replicate or enhance these functionalities in Dynamics 365 Sales to match your unique business requirements.
How does Dynamics 365 Sales integrate with my existing Microsoft tools and other systems?
Dynamics 365 Sales integrates seamlessly with Microsoft tools like Office 365, Outlook, and Teams, as well as other business applications. TrellisPoint will ensure that all necessary integrations are configured properly, enabling a smooth and efficient workflow across your entire organization.
What is the cost of migrating from Salesforce to Dynamics 365 Sales?
The cost of migration depends on various factors, including the amount of data to be transferred, the number of customizations required, and any additional services needed. TrellisPoint offers competitive pricing and will provide a detailed estimate based on your specific needs and scope of the project.
What makes TrellisPoint's migration process unique?
TrellisPoint's migration process is unique due to our extensive experience with both Salesforce and Dynamics 365, our detailed planning and execution, and our commitment to minimizing disruption to your business operations. We use a proven methodology that includes thorough assessments, data validation, and tailored training, ensuring a seamless and successful transition.
How secure is my data during the migration process?
TrellisPoint places the highest priority on data security during migration. We use secure transfer methods and adhere to strict data protection protocols to ensure that your data remains safe and confidential throughout the process.
Ready to Leave Salesforce Behind?
Tell us about your current Salesforce setup and we'll walk you through what a TrellisPoint-led migration to Dynamics 365 Sales looks like for your team.
- ✓ A thorough assessment of your current Salesforce environment
- ✓ A migration plan built around your data, customizations, and workflows
- ✓ Ongoing support through go-live and beyond