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Salesforce to Dynamics 365 Migration: A Step-by-Step Guide - Evolvous

Salesforce to Dynamics 365 Migration: A Step-by-Step Guide

Salesforce CRM is one of the popular CRM tools in the market today. However, in many scenarios, its functionalities might seem limited. Since the CRM tool is critical for the success of any modern-day business, you cannot afford to work with one that feels limited. In such cases, it is recommended to migrate Salesforce to Dynamics 365, as Microsoft Dynamics 365 is a much more efficient and integrated solution, playing a most positive role in boosting the productivity of your business. 

Salesforce to Dynamics 365 Migration - Evolvous

To discover more about our Dynamics 365 services and how they can help your business, click here 

Here are the steps that you need to take for Salesforce to Dynamics 365 Migration. 

A Step-by-Step Guide for Salesforce to Dynamics 365 Migration 

Migrating from Salesforce to Dynamics 365 involves careful planning and execution. The entire process can be broken down into the following stages. 

A Step by Step for Salesforce to Dynamics 365 Migration - Evolvous

STAGE 1: Assessment and Planning 

The first stage involves assessing your existing infrastructure and data assets to be migrated. Based on the assessment, you will need to plan for every subsequent stage of the process meticulously. Salesforce to Dynamics 365 migration will cause some disruption to your workflow. Careful planning will mitigate the disruption and ensure efficiency. 

Here are some of the tasks that should be executed at this stage. 

  • Understand your existing Salesforce setup, data schema and customizations. 
  • Identify which data, custom objects, and configuration need to be migrated. 
  • Work on data mapping. During data mapping, you need to understand the different Salesforce objects/fields and their corresponding entities/attributes in Dynamics 365. 
  • Plan on the timeline and the budget of the migration. 

STAGE 2: Data Extraction & Transformation 

Next, you would need to extract your CRM data from Salesforce followed by transformation before you load it into your Dynamics 365 environment. However, before you extract the data it is a good idea to ‘cleanse’ the data to get rid of any inconsistencies.  

At this stage, you will need to carry out the following actions: 

  • Data cleansing – which includes activities like removing duplicate entries, ensuring accuracy in naming of files. 
  • Actual extraction from Salesforce – Next, you will need to extract the data from your Salesforce environment. If you are using Salesforce Lightning or Classic, you can use Salesforce Data Loader to export records into CSV or other compatible formats. You can also use other 3rd party tools to extract data from the Salesforce environment. 
  • Transforming the data – Next, you will need to transform the extracted data to match the data model and the schema of Dynamics 365. The process often involves tasks like data normalization, standardization, and removal of any duplicate data. 

STAGE 3: Setting Up Dynamics 365 CRM 

At this stage, you will need to setup your Dynamics 365 CRM environment. To do that, you would need to decide on which specific Dynamics 365 product you will need. You will need to assess your requirements and then choose the right Dynamics 365 product based on your requirements. 

Get Help in Setting Up Dynamics 365 CRM: At Evolvous, our team of experienced Dynamics 365 consultants will help you choose the right Dynamics 365 product, set up the environment as per your requirement and help you migrate Salesforce to Dynamics 365. Contact us to find out more. 

STAGE 4: Data Loading 

Now, you would need to load the transformed data into your newly setup Dynamics 365 environment. To do this, you can use Import Data Wizard. 

The Import Data Wizard gives you an easy-to-use interface to upload data source files and import the data to your Dynamics 365 environment. With the Import Data Wizard, you can upload source files of varying formats like XML, CSV, TXT, .XLS. It can even be used to upload multiple files at once in compressed .zip formats. 

To meet your specific requirements, you can also use custom data migration tools. We can help you develop such custom tools to manage your migration more efficiently. 

STAGE 5: Custom Code & Integration 

Some of the custom scripts, triggers and workflows of Salesforce cannot be directly transferred to your Dynamics 365. In this case, you will need to re-implement any such custom codes and integrate them with your Dynamics 365 system. 

Similarly, you would need to integrate any third-party applications that you might be using previously with Salesforce, with your new Dynamics 365 environment.  

STAGE 6:  Testing 

Now that you have migrated the data, you will need to perform a thorough testing to ensure data accuracy and that all customization and integrations are working the way they should. 

Apart from that, it is also recommended that you form a ‘testing group’ with some of the users who will be using the system. Take their feedback and optimize the environment to ensure a smoother transition and the desired performance. 

STAGE 7:  User Adoption and Training 

It is also important that you impart adequate training to your team so that they can use the new Dynamics 365 environment productively. Ensure that you communicate all the changes in the operational procedures clearly so that they can maintain their productivity. 

STAGE 8: Monitoring and Optimization  

Once you have executed Salesforce to Dynamics 365 migration, you will need to constantly monitor the system for any operational bottlenecks and identify the areas for approvement. Based on the monitoring reports, you will need to optimize the system. 

Get the Complete Support for Salesforce to Dynamics 365 Migration 

When you are looking to migrate Salesforce to Dynamics 365, you need the assistance of an expert consultant. At Evolvous, you will get complete support for Salesforce to Dynamics 365 migration. From planning to execution, our team will be there with you at every step of the process, helping you to overcome challenges and reduce downtime by a significant margin. We would also offer user support and training. Contact our team of certified Microsoft consultants in Canada and manage Salesforce to Microsoft Dynamics 365 migration without any hassles.  

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