From Salesforce to Microsoft CRM Migration on Dynamics 365 - Briefing by Cluster Reply

Accelerate your organization’s CRM transformation with Cluster Reply’s Salesforce-to-Microsoft Dynamics 365 Migration Strategic Briefing — a focused 2–4 hour online session designed to help organizations understand how to successfully transition from Salesforce to Microsoft Dynamics 365, while clarifying priorities, risks, and opportunities.

During this expert-led briefing, our specialists illustrate Cluster Reply’s proven migration methodology — through discovery to design, build, test, launch and support — and real-world case histories, integration approaches, and best practices that reduce complexity and maximize value. The session also explores the business drivers behind CRM modernization, including cost optimization, improved user experience, performance gains and ecosystem integration.

As part of the the briefing, we conduct a structured Current-State Assessment to gather information about the customer’s existing Salesforce implementation: active functionalities, pain points, integration needs, data management challenges, and strategic objectives. This early assessment forms the basis for understanding the real scope, effort, and opportunities of a potential migration.

By the end of the session, participants gain a clear and realistic view of how a migration could be executed, what value Microsoft Dynamics 365 platform can unlock, and and the steps required to move forward with confidence.

Deliverable

At the conclusion of the briefing, the customer receives a structured Executive Deck including:

• An overview of Cluster Reply’s migration capabilities across methodology, data, integration, and adoption
• A synthesis of the customer’s current-state analysis (pains, gaps, opportunities)
• Initial migration considerations and readiness insights
• High-level next steps and recommended roadmap

This deliverable enables stakeholders to make informed decisions and assess the feasibility, timing and benefits of a transition from Salesforce to Microsoft Dynamics 365.