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What Is Salesforce to Dynamics 365 Migration?
Salesforce to Dynamics 365 migration is the process of moving relevant CRM data, processes, integrations, customizations, and users from Salesforce to Microsoft Dynamics 365.
A successful migration also determines what should be retained, redesigned, replaced, archived, or retired instead of recreating the existing Salesforce environment on another platform.
When Does Moving from Salesforce to Dynamics 365 Make Sense?
Your Microsoft estate has grown
Teams already rely on Microsoft 365, Teams, Power Platform, Azure, Power BI, or Fabric and want CRM to work more closely with that ecosystem.
CRM costs and complexity keep growing
Licenses, add-ons, integrations, customizations, and administration are increasing the total cost of Salesforce.
CRM and business processes remain disconnected
Sales, service, ERP, collaboration, and reporting still depend on manual handoffs or duplicate data.
Your CRM is hard to change
Years of custom objects, workflows, integrations, and extensions make Salesforce harder to adapt.
You want a stronger foundation for AI and automation
Dynamics 365, Dataverse, Power Platform, Copilot, and Microsoft’s data and AI ecosystem can support new automation and seller-assistance opportunities.
Your Salesforce renewal is approaching
A renewal is a natural point to compare the value of staying with Salesforce versus moving.
Salesforce vs. Microsoft Dynamics 365: Is Moving the Right Decision?
Microsoft ecosystem fit
How extensively do you use Microsoft 365, Teams, Power Platform, Azure, Fabric, or Power BI?
TCO
What are you spending across Salesforce licenses, add-ons, administration, integrations, reporting, and support?
Customizations and integrations
Which objects, workflows, Apex components, applications, and connections remain essential?
Data and reporting
How should Dynamics 365, Dataverse, Power BI, and Fabric support future analytics?
AI and automation
Where could Copilot, agents, and Power Automate simplify CRM work?
Build the Business Case Before You Migrate
Compare today’s Salesforce costs with the future-state Dynamics 365 model.
Licensing
Review CRM licenses, add-ons, and Microsoft capabilities already available.
Applications
Identify third-party apps that can be consolidated, replaced, or retired.
Integrations
Assess middleware, APIs, and integration costs across the CRM landscape.
Administration
Compare CRM administration, customization maintenance, and support requirements.
Data & Analytics
Evaluate reporting, analytics, and data-platform dependencies.
Migration
Include implementation, migration, testing, training, and adoption.
Automation & AI
Consider future automation, Copilot, and AI requirements.
TCO
Measure current-state versus future-state cost, complexity, and business value.
Salesforce to Dynamics 365 Migration Services
Assessment & Architecture
Assess the Salesforce estate, data, processes, customizations, integrations, security, and reporting requirements.
Data Migration & Transformation
Profile, cleanse, map, transform, migrate, and validate Salesforce data for Dynamics 365 and Dataverse.
CRM Configuration & Process Redesign
Configure Dynamics 365 around future processes rather than recreating Salesforce.
Customization & Integration Migration
Assess custom objects, workflows, Apex, APIs, and third-party applications to determine what should be rebuilt, replaced, or retired.
Testing, Cutover & Adoption
Validate data, security, processes, and integrations before go-live and prepare users for the transition.
Support & Optimization
Stabilize the environment and improve adoption, automation, analytics, and AI capabilities over time.
How We Migrate Salesforce to Dynamics 365
Assess
Understand the environment, business requirements, data, integrations, and dependencies.
Design
Define the target architecture, processes, security, integrations, and migration strategy.
Rationalize
Clean data and decide what to retain, redesign, replace, archive, or retire.
Build & Migrate
Configure Dynamics 365, rebuild required processes, and migrate approved data.
Validate & Launch
Test end-to-end processes, integrations, security, reporting, and data.
Adopt & Optimize
Support users, stabilize the environment, and continuously improve the platform.
Unlock More from the Microsoft Ecosystem
Extend Dynamics 365 beyond CRM with connected productivity, automation, data, and AI.
Reduce Salesforce to Dynamics 365 Migration Risk
Data integrity
Validate records, relationships, history, and critical information.
Business continuity
Plan cutover around processes that cannot stop.
Customization risk
Identify dependencies and avoid recreating unnecessary complexity.
Integration continuity
Test ERP, marketing, CPQ, reporting, data, and third-party integrations.
User adoption
Prepare users for new processes so the move delivers business value.
Salesforce to Dynamics 365 Migration Assessment
We Assess
- Data, customizations, workflows, and integrations
- Sales and service processes
- Security, reporting, and CRM costs
- Microsoft, Copilot, and AI opportunities
You Receive
- Salesforce-to-Dynamics fit assessment
- Retain, redesign, replace, and retire recommendations
- Target architecture and migration scope
- Key risks and TCO considerations
- Prioritized roadmap, effort, and timeline
Why Korcomptenz for Salesforce to Dynamics 365 Migration?
Microsoft Expertise Across the Stack
Connect Dynamics 365 with Power Platform, Microsoft 365, Azure, data, analytics, automation, and AI.
Business-Led Migration
Start with the processes, outcomes, and user requirements the future CRM needs to support.
End-to-End Delivery
Move from assessment and architecture through migration, testing, go-live, optimization, and ongoing support.
Complex Integration Experience
Address CRM alongside ERP, data, reporting, customer applications, and other enterprise systems.
Frequently Asked Questions
Yes. Accounts, contacts, leads, opportunities, activities, cases, custom objects, and relevant historical data can be migrated based on business requirements.
Microsoft provides cloud migration capabilities for supported Dynamics GP environments, subject to technical prerequisites. Your GP environment and requirements should be assessed before selecting the migration approach.
Standard and custom data can potentially be migrated, including accounts, contacts, opportunities, activities, cases, products, custom objects, and historical records.
They should first be assessed. Some can be recreated or redesigned in Dynamics 365 and Power Platform, while others may no longer be needed.
Yes. Sales data, pipeline, opportunities, activities, automation, and reporting can form part of the migration.
Timelines depend on data, customizations, integrations, applications, processes, testing, and target scope. An assessment should establish an indicative roadmap.
A well-planned migration uses profiling, mapping, trial migrations, reconciliation, validation, backups, and controlled cutover to protect required data.
No. Older, duplicated, low-value, or unnecessary information can often be archived or retired.
Yes, but each integration should be assessed. Some can be reconnected while others may be redesigned using Dataverse, Power Platform, Azure, or another architecture.
Cost depends on data, customizations, integrations, licensing, testing, change management, and target-environment complexity.
