Sales Transformation with AI: Accelerate Revenue with Dynamics 365 and Copilot

Accelerate your journey to Microsoft Dynamics 365 with Sikich’s unified migration assessment, designed for organizations currently using Salesforce or Microsoft Dynamics CRM (on-premises). This 2-week engagement combines Sikich’s proven AIM methodology with AI-powered insights to help you modernize your sales operations, reduce costs, and unlock the full potential of Microsoft’s cloud ecosystem.

Whether you're migrating from Salesforce or upgrading from legacy Dynamics CRM, this engagement delivers a tailored roadmap to transform your sales processes using Dynamics 365 Sales, Copilot, and the Power Platform.

🎯 Objectives • Evaluate current CRM architecture and business processes • Identify modernization opportunities using Dynamics 365 and Microsoft AI • Define a migration strategy that minimizes disruption and maximizes ROI • Align with Microsoft’s FY26 “Sales Transformation with AI” solution play 🧠 Assessment Components Functional Evaluation • Review sales workflows, automation, and reporting needs • Identify gaps and opportunities for AI-driven enhancements Technical Evaluation • Analyze current CRM architecture (Salesforce or Dynamics CRM) • Recommend modernization paths using Dynamics 365 Sales and Power Platform AI Readiness • Assess integration potential with Microsoft Copilot • Explore use cases for AI in sales forecasting, lead scoring, and customer insights Migration Blueprint • Define object mappings, data migration strategy, and business rule conversion • Outline licensing, timeline, and go-live plan 📦 Deliverables • Migration Assessment Report • Functional & Technical Fit/Gap Analysis • AI Enablement Plan • Recommendations & Next Steps 👥 Who Should Participate • Sales & Marketing Leaders • CRM Administrators • IT Architects • Transformation Executives