Salesforce to Dynamics 365 Sales Migration
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Migrate from Salesforce to Dynamics 365 Sales with Confidence
Migrating from Salesforce to Microsoft Dynamics 365 Sales can unlock better integration with your Microsoft ecosystem, drive cost efficiency, and give you more control over your CRM strategy. But migration isn’t easy — and without the right expertise, it can lead to costly disruptions.
Common Salesforce to Dynamics Migration Challenges:
- Data loss, duplication, or inconsistency during migration
- Complex mapping between Salesforce and Dynamics entities
- Loss of historical activity, notes, attachments, and customizations
- Downtime that impacts sales productivity and customer relationships
- Security, compliance, and governance risks during the transfer
At Netwoven, we understand that your CRM system is the heart of your customer engagement. That’s why our Salesforce to Dynamics 365 Sales Migration Services are built to ensure a secure, accurate, and seamless transition — with minimal disruption to your business.
Whether you're looking for better integration with Microsoft 365, enhanced AI-driven insights, or a more cost-effective solution, our structured migration process ensures a smooth transition while minimizing business disruptions.
Netwoven delivers a proven, end-to-end Salesforce to Dynamics 365 Sales migration experience that ensures zero disruption, maximum value, and a clear path to AI-powered sales transformation.
Salesforce to Dynamics 365 Sales Migration Benefits
Unified Microsoft Ecosystem
Unified Microsoft Ecosystem
- Connect effortlessly across Microsoft 365, Teams, Outlook, Power Platform, SharePoint, and Azure.
- Achieve a 360° customer view and boost team collaboration from day one.
Lower Costs & Licensing Flexibility
Lower Costs & Licensing Flexibility
- Cut your CRM spend with Microsoft's flexible licensing and lower total cost of ownership compared to Salesforce.
- Eliminate unnecessary third-party tools with native Microsoft capabilities.
AI-Driven Sales Excellence
AI-Driven Sales Excellence
- Leverage out-of-the-box AI Sales Agents and Personalized AI Agents for real-time intelligence to automate tasks, personalize outreach, and forecast accurately.
- Empower your sellers to focus on relationships, not record-keeping.
Configurable & Scalable CRM
Configurable & Scalable CRM
- Customize dashboards, workflows, and automation without heavy development.
- Scale your CRM to meet business needs—today and tomorrow.
- Quickly deploy adaptive, intelligent CRM workflows with Power Platform and Copilot Studio, all without heavy development.
Enterprise-Grade Security & Compliance
Enterprise-Grade Security & Compliance
- Built on Microsoft’s secure cloud infrastructure with support for GDPR, HIPAA, and role-based access control.
Salesforce to Dynamics 365 Sales Migration Process
Assessment & Planning
- Evaluate Salesforce schema, objects, dependencies, and data quality
- Map Salesforce data to the Common Data Model (CDM)
- Define goals and align migration strategy with your business roadmap
Data Migration & Transformation
- Extract, cleanse, and transform CRM data
- Preserve relationships, custom fields, and historical context
- Migrate clean, deduplicated data into Dynamics 365
Activity & Historical Data Migration
- Migrate emails, notes, attachments, and activity timelines
- Archive non-critical content with secure role-based access
Testing & Validation
- Dual environment testing to ensure pre-production data accuracy and integrity
- Functional UAT (User Acceptance Testing) and issue management tracking
Post-Migration Optimization
- AI-powered onboarding with Microsoft Copilot
- User training and adoption programs
- Ongoing support and workflow enhancements
Why Choose Netwoven?
Netwoven isn't just a migration partner... we’re your catalyst for CRM transformation.
As a trusted Microsoft Solutions Partner, we help forward-thinking organizations move beyond Salesforce to unlock the full potential of Dynamics 365 Sales.
With deep expertise, strategic vision, and proven results, we ensure your CRM becomes a growth engine—not just a system.
- 1Proven Migration ExpertiseWith over two decades of experience, Netwoven has successfully executed numerous complex CRM migrations, ensuring minimal disruption and maximum data integrity.
- 2Deep Microsoft PartnershipAs a recognized Microsoft Solutions Partner, Netwoven stays abreast of the latest Dynamics 365 advancements, providing clients with cutting-edge solutions and support.
- 3Proven Migration ApproachNetwoven offers end-to-end migration services, from initial assessment and planning to execution and post-migration support, ensuring a seamless transition to Dynamics 365 Sales.
- 4Customized SolutionsUnderstanding that each business is unique, Netwoven tailors migration strategies to align with specific organizational needs, optimizing CRM functionalities and user adoption.
- 5Integration with Microsoft EcosystemPost-migration, Netwoven facilitates seamless integration with other Microsoft 365 applications, enhancing collaboration and productivity across the organization.
- 6Continuous Support and TrainingBeyond migration, Netwoven provides ongoing support and training to ensure teams are proficient with Dynamics 365 Sales, maximizing return on investment.
Talk with an Expert
Find out how we can help you with your organization’s digital transformation journey.
