Salesforce to Dynamics 365 (Assessment + Migration)

Agility and comprehensive customer insights are key to staying ahead in the market. Switching from Salesforce (SFDC) to Dynamics 365 Sales unlocks unparalleled benefits including integration with existing Microsoft products, advanced AI capabilities, and a flexible, user-friendly interface that empowers teams to achieve more. Dynamics 365 Sales does not only improve your operational efficiency, but it also offers a fluid experience that fits your business-specific needs so that no customer interaction is wasted. Move from Salesforce to Dynamics 365 Sales/Customer Service with a proven, low-risk program that protects your data, keeps your business rules intact, and unlocks Microsoft 365, Power Platform, and Copilot. Folio3 brings 15+ years of Microsoft delivery across CRM/ERP/Analytics with enterprise-grade discipline and measurable results.

Who it’s for Organizations on Salesforce that want to consolidate on Microsoft Cloud to lower costs, boost productivity with Outlook/Teams, and modernize sales/service reporting—without losing history or disrupting the business.

Why Dynamics 365 CRM

• One platform: CRM, collaboration, analytics, and AI in the same ecosystem.
• Work where you are: Deep Outlook/Teams integration; optional LinkedIn Sales Navigator.
• Insights & AI: Power BI and Customer Insights; Copilot-ready for summaries and automation.
• Flexible & secure: Power Platform for quick changes; Azure AD for sign-in and permissions.

Why Folio3

• Trusted Partner: 15+ years delivering complex Microsoft projects.
• Migration accelerators: Schema discovery, field-level tracking, de-duplication, and ready-made mapping templates for Accounts, Contacts, Leads, Opportunities, Activities, Cases, custom objects, and files.
• Business rules carried over: We rebuild Salesforce Flows/Process Builder/Apex using Power Automate and, where needed, Dynamics 365 plugins—preferring low-code for easier upkeep.
• Quality you can trust: Versioned mappings, multiple trial runs, automated data checks, role-based permissions, and a clear path from test to production.

Engagement options

1. Assessment (2 weeks, fixed-fee) Deliverables: migration blueprint, current→target data model, object/field mappings, business-rule conversion plan, integration inventory, go-live plan, user-testing approach, timeline, and estimate.

2. Migration (8–12 weeks typical) Phases: Prepare (environments, access, change process), Build (mappings, transformations, rule re-implementation, integrations), Migrate (trial runs + go-live), Validate (data checks/user testing/performance), Enable (training + hypercare).

Deliverables (project)

• Migration blueprint & target design
• Object/field mappings and transformation rules
• Data quality plan (de-dupe, standards, “keep the best/most recent” rules)
• Business-rule conversion catalog (Salesforce → Dynamics/Power Platform)
• Integration plan (Microsoft 365/Exchange/Teams, telephony, marketing, data warehouse)
• User-testing scripts, migration runbooks, acceptance criteria
• Go-live & rollback playbook
• Role-based training, knowledge transfer, 30-day hypercare