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General Published on: Thu Apr 27 2023

Microsoft Dynamics to Salesforce Migration

Microsoft Dynamics Vs Salesforce

Microsoft Dynamics 365 is a comprehensive solution that many firms utilize to eliminate silos, align processes, and create an ecosystem that is scalable and highly adaptive. While Microsoft Dynamics 365 has many benefits, it also requires some training and can be expensive. The mobile app is buggy, lacks capabilities, and has small data storage restrictions, which raises the overall cost of ownership. Salesforce and Microsoft Dynamics 365 are two CRM software industry behemoths. Each CRM offers reputable CRM software with features such as lead ranking, sales tracking, customer case management, and more. The choice between Salesforce and Microsoft Dynamics 365 ultimately depends on the particular use case of the company. 

Businesses have always searched for appropriate Salesforce CRM technologies and Cloud Lending Salesforce solutions that might effectively streamline the entire sales process. One such technology is the Salesforce program, which Gartner recognized as the best CRM tool.

In general, it's believed that Salesforce has an advantage in customizing your out-of-the-box CRM for particular company models and industries. This is mainly because Salesforce has its partner program, integrated platforms, and more than 3,000 apps. Useful if your internal developers wish to create unique Salesforce solutions. 

In this article, let's dive deeper into the complete characteristics of Microsoft Dynamics and Salesforce, and importance or need of Microsoft Dynamics to salesforce migration, and the entire processes involved in migrating from Microsoft Dynamics to Salesforce.

Key Benefits of Migrating from Microsoft Dynamics To Salesforce 

  • Provides enhanced product functionalities
  • Gives Cloud Operating Platform
  • Brings back the lost confidence in previously using CRM
  • Capable of providing third-party integrations

Major Advantages Of Migration to Salesforce 

Salesforce provides outstanding CRM for all business services. It uses chatter to captivate clients on social media and in everyday life. The salesmen communicate with and maintain relationships with their customers through this bench.

This cloud-based CRM bench offers a platform called Force.com. The engineers carry out the coding and programming operations on this platform. Human resource managers must work on another project because it is a subject of concern.

Your company may make a profit if you stick to your plan and use the Salesforce CRM application. It has also shown that it is the greatest and most user-friendly CRM application available. The convenience of increasing client relationships and fostering long-lasting business relationships with them.

Any company can monitor the various promotional events planned by rivals and other firms using the Salesforce CRM platform.

With the aid of the cloud, it is organized, enabling your company to connect with any system and draw clients from all over the world. It has established itself as the top CRM management bench to date.

Salesforce is an entirely locomotive that lets users follow their customers everywhere. Salesforce indicates every single customer update without exception. Data from the customer is connected to you, greatly enhancing your effort and connectivity. It is a gift for managing clients and a stepping stone for customer volume. 

Microsoft Dynamics to Salesforce Migration - Steps you need to know

Any CRM migration path is distinct, so it's best to get professional assistance to ensure everything is on the list. From the perspective of an expert, consultants might provide some strategies that will be better from the business and technical sides. Alternatively, incorporate into your plan any details that escaped your attention during conversations or that you couldn't think of. 

With this, you'll be able to create a practical plan that can be put into action on paper and in actual scenarios. 

A typical migration strategy from Dynamics to Salesforce will resemble this:

  • Determine which data you wish to move. Choose the objects you want to move.
  • For the data, make templates. 
  • Fill in your template fields. Before entering your data into the template, review it.
  • Prepare the target organization.
  • Verify The data.

1. Identify the migration objectives and problems that the new platform should address

You must define objectives your previous CRM couldn't help you with but that your new CRM can help you reach if you want to get the most out of your migration effort. Identify the areas where the problem can be solved using tools and automation and where the business strategy has to be improved. 

Work with other teams to create a list of general requirements for the CRM system, considering all relevant factors. 

2. Interact with the Experts Team In Salesforce Migration Domain

Salesforce implementation partners with extensive real-world knowledge can advise you more effectively than anyone on replicating and improving your processes using pre-built or bespoke features. Alternatively, they will find flaws in your procedures and streamline the migration process.

A CRM migration expert, such as Hexaview Technologies, Inc., will provide a better migration strategy while considering your company's unique characteristics. We'll assist you in choosing the top Salesforce solutions and products.

We will redesign and translate the business processes to Salesforce to support your current business processes with optimized functionality. Our experts will evaluate your data and develop a checklist for data cleaning, enrichment, and mapping. Also, we'll make customization suggestions and estimate the project's cost and time frame. 

3. Figuring out a Budget Corresponding to the Time

Your requirements and expectations mostly determine the cost and duration of the CRM transfer project. In the following sections, we'll give a high-level breakdown of what goes into the cost of a Dynamics to Salesforce transfer. 

However, speaking personally with a few Salesforce professionals is preferable to acquire a precise quote and describe your requirements and issues. You can schedule a complimentary conversation with one of our experts to go over all the details of your particular project.

Other budgeting factors include

  • Expenses of consulting: Hourly rates are the norm for consultants. The business determines the cost of the hourly rate.
  • Data Migration: The amount, quality, and timeliness of data migration from another system into Salesforce vary.
  • Integration/Customization: Costs will vary according to the customization and optimization the customer wants or needs. Lower costs and easier user adoption are benefits of a staggered implementation.
  • User training: It's crucial to put your users through Salesforce training to ensure adoption. Poor user adoption can result in time and money lost and, occasionally, Salesforce abandonment.

4. Enhance, Clean, and Deduplicate your Data

According to Gartner's research, bad data quality results in financial losses of up to $9.7 million and lost opportunities.

Start evaluating data consistency and correctness if you've been using your Dynamics solution for a while and have different data entry sources. Create rules to stop duplicate data from entering your system, execute data health checks, and evaluate the organization's condition. 

5. Improve, purge, and Eliminate Duplicate data

According to Gartner's research, poor data quality causes lost opportunities and financial costs of up to $9.7 million.

 If you've been using your Dynamics solution for a while and you have a variety of data entry sources, start assessing the consistency and accuracy of your data. Establish policies to prevent duplicate data from entering your system, conduct data health checks, and assess the organization's state.

6. Assess the Mission's Success

Choose one data subset and test one group at a time to test your data migration. To test whether the routing is accurate, start with a small data set and then transfer it to a larger one.

 Review the specifics of your CRM migration. After you are happy with the outcome, begin combining data blocks simultaneously. If you don't find any mistakes, you can migrate as many records as necessary to finish them by the deadline. 

7. Configure Salesforce to Meet Your Specific Requirements

 Start modifying the solution's default functionality after all data alterations are complete. Salesforce can be set up by producing new:

 Fields, Reports, Objects, and Validation Rules, Also, you may install simple AppExchange apps, set default email templates, customize your UI (user interface), and more.

8. Check the Organization's Security

The extent of the data leakage calamity appears astounding given that your organization is continually changing, has increasingly complex data flows among your divisions, and integrates third-party technologies. As one of the top and most flexible CRM system providers, Salesforce allows you to audit your platform to find any security flaws that might have gone overlooked. These problems are compiled in a report that can be used to pinpoint potential concerns that can be further addressed on a case-by-case basis. 

9. Finish the migration and test each deployment

 Before deploying a ready CRM solution to the production environment, you must test the key Salesforce deployment components. Verify that everything was properly migrated, that all allocated data fields are visible and fillable, that email addresses are assigned to the appropriate contacts, that two-way email sync functions as intended, etc. It will ensure that your CRM and all of the members of your team and partners are completely in sync.

10. Educate administrators and end users

 The Microsoft Dynamics to Salesforce migration and deployment strategy must include training. Training and support ensure that your users are familiar with the platform's functionalities and at ease using it. Additionally, user training ensures that your business will accept the new CRM much faster. Additionally, it makes sure that your team uses Salesforce correctly going forward. 


As we discuss in this blog, transferring system data from one platform to another may be important. Salesforce is a rich environment that runs in the cloud and has several built-in advantages, like dependable security, customization, and the ability for rapid application development. 

It's time to get in touch with Hexaview Technologies and its talented team if you're searching for the best salesforce development business to receive enhanced salesforce development services. Hexaview Technologies consistently delivers a measurable return on investments (ROI) by implementing cutting-edge AI technology.

Hexaview Technologies

Hexaview Technologies is a Digital Transformation Firm providing high-end products and solutions to clients who include leading players in the worldwide technology industry. We specialize in designing, developing, and implementing complex data and software solutions that leverage the most advanced technology infrastructure to your critical business needs. Our niche spans technology pillars like” – Salesforce, Cloud, AI, NLP, ML, and more.