Migrate Salesforce to Dynamics:1-Wk Implementation

Salesforce to Dynamics 365 Migration: a fast, low-risk path to modern, AI-powered CRM.

Microsoft Dynamics 365 is a leading platform for AI-powered sales automation, marketing, and customer service. TrellisPoint’s exclusive migration engine provides a proven, low-risk option for organizations looking to reduce Salesforce licensing costs while transitioning to a scalable, budget-friendly Microsoft Dynamics 365 CRM environment.

This one-week migration blueprint is designed to securely and efficiently migrate up to 100,000 critical records—including Accounts, Contacts, and related users—from Salesforce to Microsoft Dynamics 365. The engagement accelerates time to value while minimizing disruption to your business.

• Streamlined data mapping: Pre-configured data mappings reduce manual effort and significantly shorten migration timelines.
• Custom data matching: Precise field matching and creation of custom fields ensure accurate and complete data transfer.
• Data cleansing and optimization: Identify outdated or duplicate records, improve data quality, and prepare your CRM for automation and reporting.

Salesforce to Dynamics 365 Migration Roadmap

• Day 1 – Assessment & Data Collection
  • Assessment and planning workshop
  • Review Salesforce configuration and system details
  • Collect sample Account and Contact data
  • Audit active, retired, and deleted Salesforce users
• Days 2–4 – Dynamics 365 Cloud Deployment & Migration
  • Deploy out-of-the-box Microsoft Dynamics 365 cloud environment
  • Import historical Salesforce users into Dynamics 365
  • Assign licenses and standard sales security roles
  • Execute migration using TrellisPoint’s proprietary migration engine
• Day 5 – Review and Launch
  • Joint review and validation of migrated data
  • One-hour overview of the Microsoft Dynamics 365 user interface

All migrations are subject to assumptions regarding Salesforce data structure and access. TrellisPoint requires valid Salesforce.com API access and credentials to perform the migration.

Estimates for extending the migration to include additional entities, fields, configurations, or customizations are available upon request.