Salesforce to Dynamics 365 CRM Migration

Salesforce to Dynamics 365 CRM Migration

Migrate with confidence to a healthcare-ready CRM built on the Microsoft Cloud

The Challenge

Healthcare organizations using Salesforce alongside Microsoft Cloud for Healthcare face duplicate systems, disconnected data, and higher maintenance costs. Healthcare leaders need a secure, structured path off Salesforce and onto Microsoft Dynamics 365 that minimizes risk and disruption.

The Solution

Quisitive helps healthcare organizations migrate securely from Salesforce to Microsoft Dynamics 365 to unify patient engagement, operations, and analytics. Our structured framework preserves data integrity, meets HIPAA requirements, and connects CRM workflows directly to Microsoft Teams, Power Platform, Azure, and Microsoft Cloud for Healthcare. We focus on:

> Preserving data integrity and history
> Aligning with Microsoft Cloud for Healthcare data models
> Integrating with Teams, Power Platform, Azure, and security services
> Meeting healthcare-grade security and compliance requirements

Key Benefits

>One platform for care and engagement – Consolidate CRM, collaboration, and analytics into the Microsoft ecosystem to reduce integration points and simplify operations.

> Improved data trust and visibility — Move from scattered records to a single source of truth across patient, referral, and partner data.

> Lower total cost of ownership – Retire duplicate CRM platforms, custom connectors, and third-party integration layers. Standardizing on Microsoft allows you to leverage existing enterprise agreements, shared security, and common admin and support skills instead of funding two ecosystems.

> AI and automation readiness – Align data and permissions for Copilot, Fabric, and predictive analytics. Microsoft research shows 70% of healthcare executives plan to scale AI within 12 months but cite disconnected systems as their main barrier (Microsoft AI in Healthcare Study, 2024).

> Faster time to value – With Quisitive's prebuilt healthcare data model and accelerators, migrations are typically completed in 4-8 weeks, accelerating ROI and minimizing disruption.