Migration from Salesforce to Dynamics 365—Everything you need to know

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To migrate from Salesforce to Microsoft Dynamics 365, you need to know a few essential things. Dynamics 365 is an incredibly robust platform that offers multiple benefits and functionalities that can help your business thrive, but you must have a clear understanding of the process before diving in.

Understand Your Business Needs

The first step in deciding whether to migrate from Salesforce to Dynamics 365 is understanding your business needs. For example, do you need greater scalability? Are you looking for better reporting capabilities? Knowing precisely what you need will help ensure that the migration process goes smoothly and that your new system meets all your expectations.

Gather Your Data

Once you've decided to make the switch, you'll need to gather all your data from Salesforce and prepare it for migration into Dynamics 365. It's important to collect as much data as possible so that the transition is seamless and your new system is up-to-date with current information.

This may require additional work, such as cleaning up duplicate records and empty fields or manually transferring certain pieces of information to eliminate inaccuracy. Identifying related fields in a datasheet makes organizing more manageable. However, if the new CRM has fields that the old database does not, you must populate it with data from numerous other fields.

Here is a checklist that may come in handy:
  • Know how your data is stored.
  • Precisely define the company policies, data standards, and quality requirements. Include data from various organizational departments to ensure the policies are understandable and inclusive of all operational facets.
  • Find the source of inaccurate data and forecast the impact it could cause.
Data preparation and migration

Data preparation involves two steps: Data cleansing and data grouping.

Data cleansing: This helps eliminate errors and incomplete records.

Data grouping: This process entails combining data of the same category in Salesforce and matching them with relevant Dynamics 365 fields.

Read also: Microsoft Dynamics 365 – Everything You Need to Know

Data migration from Salesforce to Dynamics 365 also comprises two significant steps.

Export:  Re-platforming, as migration is otherwise called, is simpler than implementing D365 from scratch as it only migrates and reuses existing data from your Salesforce platform to Dynamics 365.

Only selective data can be migrated from Salesforce to Dynamics 365. Other entities need to be separately added to the Dynamics 365 platform. In addition, the fields you want to export to your new CRM application need to be marked "visible."

Import: The Dynamics 365 data import template detects errors in the calculated fields and custom entities. Importing must be started two weeks before migrating to the new CRM to ensure an error-free process.

Final integrations

Party integrations are the most significant features that Salesforce and Dynamics 365 have in common. However, not all integrations made in Salesforce apply to Dynamics 365. You must choose which apps to carry to your new CRM venture migration. One of the primary benefits of Dynamics 365 is its seamless integration with the entire suite of Microsoft applications. A cohesive tool connection from applications such as Office Suite, Power BI, and Flow simplifies organizational growth and collaboration across teams.

Choose the Best Salesforce to Dynamics 365 Migration Provider

Migrating from one CRM platform to another is not always easy. That's why it's important to choose a solution provider who can assist with the process. DemandDynamics is a trusted Microsoft Gold partner that helps manufacturing organizations adopt new technology and enhance business success.

Industry-specific migration with DemandDynamics

DemandDynamics has a team of experts who can design and deliver custom solutions based on your business and goals. The best part is that we provide on-demand services, where you only pay for the service and time you use, unlike traditional subscription services.

Receive a one-on-one briefing with one of our experts to learn how to improve productivity in your company.

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