Microsoft Dynamics to Salesforce Migration
If your org is spending more time working around Dynamics 365 than selling or supporting customers, we can help. At Valintry360, we move sales, service, and marketing data from Dynamics into Salesforce, rebuild the workflows you rely on, and guide a controlled go-live. Salesforce is often the better choice for automation, reporting, and customer insight. Book a Dynamics 365 to Salesforce Migration assessment with our team today.
Comprehensive Microsoft Dynamics to Salesforce Migration Services
We offer an end-to-end Microsoft Dynamics to Salesforce migration plan that reduces disruption and improves Salesforce value. Our services cover every part of a successful move:
- Audit Dynamics 365 entities, workflows, custom work, and key integrations.
- Interview stakeholders and map processes to shape the target Salesforce build.
- Identify risks early, document fixes, and set controls before moving any records.
- Extract, transform, and load accounts, contacts, leads, deals, cases, and products.
- Migrate activity history and email logs while keeping links between related records.
- Find duplicates, normalize fields, and align records to Salesforce data standards.
- Map custom objects and fields to match your workflows and reporting needs.
- Set up sales, service, experience, and marketing cloud features you plan to use.
- Rebuild automation with Salesforce Flow and Apex where advanced logic is required.
- Reconnect ERP, marketing, CPQ, and support systems, or replace outdated links.
- Design an API-first integration layer using MuleSoft, Boomi, or Salesforce tools.
- Test real-time sync jobs to confirm data stays consistent after go-live.
- Deliver role-based training for reps, managers, and admins with real scenarios.
- Create Lightning guides and quick references that match your org setup.
- Set up executive dashboards and adoption tracking to keep teams aligned on value.
- Offer 30, 60, and 90-day hypercare options for stability after launch.
- Assign admin coverage for fast triage, fixes, and user support requests.
- Run optimization reviews and adjust settings based on how teams use Salesforce.
Microsoft Dynamics 365 vs. Salesforce: A Head-to-Head Comparison
To plan a Microsoft Dynamics to Salesforce migration, you need a clear view of Microsoft Dynamics vs. Salesforce. Here is how both platforms compare on the areas that matter most for B2B revenue operations:
| Feature | Microsoft Dynamics 365 | Salesforce |
|---|---|---|
| Deployment Model | Cloud + On-Premise Hybrid (complex) | 100% Cloud-Native (seamless) |
| User Interface | Complex, MS Office-centric | Intuitive Lightning UI, fast adoption |
| AppExchange Ecosystem | Microsoft AppSource (limited CRM apps) | 8,000+ AppExchange solutions |
| AI & Automation | Copilot (maturing) | Einstein AI (industry-leading) |
| Reporting & Analytics | Power BI required separately | Native CRM Analytics built-in |
| Mobile Experience | Functional, MS app dependent | Best-in-class mobile CRM app |
| Integration Flexibility | Azure-centric architecture | Open APIs, 100+ native connectors |
| Implementation Speed | 12–24 months typical | 8–16 weeks with Valintry360 |
Integration Ecosystem: Connecting Salesforce to Your Tech Stack
A strong Microsoft Dynamics to Salesforce migration rebuilds your full ecosystem for seamless Salesforce operation. We reconnect or replace daily tools with expertise in Dynamics 365 to Salesforce transitions.
- SAP S/4HANA & Business One for two-way sync of accounts, orders, and invoices
- Oracle NetSuite for revenue, subscriptions, and lifecycle data sync into Salesforce
- Dynamics 365 Finance & Operations when ERP stays while Salesforce runs core CRM
- Sage Intacct & QuickBooks Enterprise to sync finance data and customer updates
- Marketo Engage for two-way lead sync and campaign alignment in Salesforce Campaigns
- HubSpot Marketing Hub for marketing data sync, or a full move to Salesforce tools
- Pardot / MCAE for Salesforce-based marketing automation and lead lifecycle tracking
- Mailchimp, Constant Contact, Iterable for email activity sync back to CRM records
- Zendesk for ticket history move plus two-way case sync with Salesforce Service Cloud
- Intercom for chat history mapping and record linking across accounts and contacts
- Freshdesk for full ticket migration plus live sync for day-to-day support work
- Knowledge base tools for article sync and search access inside Service workflows
- Microsoft Teams & Outlook for inbox sync, calendar capture, and CRM context in email
- Slack for deal alerts, approvals, and pipeline updates surfaced inside channels
- DocuSign & Adobe Sign for eSignature flows tied to quotes, deals, and approvals
- Zoom for meeting logs and recording links stored in Salesforce activity records
Our Proven 6-Phase Technical Migration Process
We run every Microsoft Dynamics to Salesforce migration through a clear, repeatable method built from 500+ projects. The goal is simple: move clean data, keep daily work running, and launch Salesforce with confidence.
Phase 1: Discovery & Scoping (Weeks 1-2)
We review your Dynamics 365 setup, data volume, custom entities, automation rules, and current integrations. Then we run working sessions with stakeholders to confirm scope, priorities, and success metrics.
Phase 2: Data Extraction, Profiling, and Cleanup Plan (Weeks 2-3)
We extract CRM objects using our ETL toolkit and profile the data to spot duplicates, missing values, and field issues. Next, we define cleanup rules before migrating from Microsoft Dynamics to Salesforce.
Phase 3: Salesforce Design and Build (Weeks 3-8)
We design the Salesforce data model, field mapping, security setup, and integration plan. Then we build the org with custom objects, layouts, validation rules, Flow automation, templates, reports, and dashboards.
Phase 4: Migration Runs and Validation (Weeks 6-9)
We run staged loads into Salesforce and validate results against Dynamics source records. We track exceptions, fix issues, and run a full rehearsal load about 72 hours before cutover for the migration from Dynamics 365 to Salesforce.
Phase 5: UAT and Training (Weeks 9-11)
Key users test real workflows across teams. We log issues, resolve them, and manage approvals. In parallel, we deliver role-based training so teams are ready for day one.
Phase 6: Go-Live and Hypercare (Week 12+)
We execute a planned cutover and support the launch with focused hypercare, typically 8am-8pm for 30 days. After that, we run check-ins at 60 and 90 days to refine what users need most.
Business Benefits of Migrating from Dynamics 365 to Salesforce
Our Microsoft Dynamics to Salesforce migration clients often see clear business gains within 90 days after the Dynamics 365 to Salesforce migration goes live. Here are the outcomes your organization can expect:
Industries We Serve: Sector-Specific Migration Expertise
Manufacturing &
Industrial
Financial Services & Insurance
Technology & SaaS
Healthcare &
Life Sciences
Professional Services
Retail & Distribution
Energy & Utilities
Nonprofit & Education
Why Choose Valintry360 as Your Salesforce Migration Partner
There are many Salesforce partners. Here is why B2B teams choose Valintry360 for business-critical Microsoft Dynamics to Salesforce migration projects:
Salesforce Certified Expertise
Our team maintains 180+ active Salesforce certifications across key cloud products. Each Dynamics 365 to Salesforce migration is led by a certified architect or senior consultant with direct Dynamics-to-Salesforce delivery experience.
Fixed-Fee Engagements
We do not bill by the hour. Every project is delivered on a fixed-fee scope with a detailed statement of work. You know the cost upfront, so budget planning stays clear from kickoff through go-live.
Proven Methodology
Our phased migration framework has been applied across 500+ engagements. We follow a repeatable process built around validation and control, which helps teams meet timelines with fewer surprises.
Long-Term Partnership
We are not a one-time migration shop. Many clients work with us after launch for Salesforce support, ongoing improvements, and new feature rollouts, so the platform keeps pace with business needs.
Make the Switch From Dynamics, Without the Stress
Start with a free migration assessment. We map your data, integrations, and risks, then share a clear plan for your Microsoft Dynamics to Salesforce migration. Talk with our migration team and get a realistic timeline, scope, and next steps.
