Move your CRM to Dynamics 365 without losing a quarter of history.
Renewal pressure, a sales team that lives in Outlook and Teams, and Copilot that only works on data Microsoft can see. If that's why you're looking at Dynamics 365, we run the migration — objects, activities, attachments, automations, and integrations — and the cutover so pipeline reviews happen on schedule.
The reasons are usually on the invoice and in the inbox.
Few companies leave a CRM because it stopped working. They leave because the renewal, the add-ons, and the admin overhead outgrew what the sales team actually uses.
Licensing cost and renewal pressure
Per-seat pricing plus add-ons for AI, integration, analytics, and sandboxes. Dynamics 365 Sales bundles most of that into the base license, and Microsoft 365 customers often already hold entitlements.
Sales lives in Outlook and Teams
Dynamics 365 records sit inside Outlook, Teams, and Excel without a plug-in that breaks every release. Adoption stops being a training program.
Copilot on the same data
Copilot for Sales summarizes accounts, drafts follow-ups, and prepares meetings from CRM plus email plus documents — only when they're on one platform.
CRM and ERP on one record
Dataverse links Sales, Customer Service, Business Central, and Finance. Quotes, orders, invoices, and credit status appear on the account without an integration middleware bill.
Admin overhead
One identity (Entra ID), one security model, one admin center. The Salesforce admin who spent half their week on profiles and permission sets gets that week back.
Every CRM we've replaced, and what its data becomes.
Salesforce is the most common, but the method is the same for any system with an export, an API, or a spreadsheet behind it.
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Spreadsheets and Access
- Objects and fields
- Dataverse tables and columns, with the standard Sales schema where it fits and custom tables where it doesn't.
- Opportunities and pipelines
- Opportunities, business process flows, and forecast configuration — stage history preserved as it happened.
- Activities and email history
- Timeline records: emails, calls, meetings, notes, tied to the right account, contact, and opportunity.
- Attachments and files
- SharePoint document locations linked to the record, so storage stops counting against CRM capacity.
- Custom objects
- Custom tables with relationships, forms, and views rebuilt in the model-driven app.
- Flows, workflow rules, Apex
- Power Automate cloud flows, business rules, and, where logic is heavy, plugins or Azure Functions.
- Reports and dashboards
- Dynamics views and charts for operational reporting; Power BI for anything cross-system.
- Integrations
- Dataverse connectors, Azure Integration Services, or dual-write to Finance and Business Central.
Seven steps, one of them is the cutover.
Most of the work happens before anyone logs in to the new system. By the time the cutover weekend arrives it has already been rehearsed twice.
- 01
Assess
Inventory objects, fields, record counts, automations, integrations, and who actually uses what. Output: a scope and a fixed price.
1–2 weeks1–2 weeks - 02
Map
Field-by-field mapping, picklist translation, ownership and territory rules, and a decision on every custom object: migrate, merge, or retire.
1–2 weeks1–2 weeks - 03
Migrate & reconcile
Load into a Dynamics sandbox with record counts, sums, and sample checks reconciled against the source. Repeat until the diff is zero.
2–4 weeks2–4 weeks - 04
Rebuild integrations
Marketing automation, ERP, e-commerce, telephony, e-signature. Rebuilt on Dataverse connectors or Azure with the same external IDs.
2–4 weeks2–4 weeks - 05
Parallel run & UAT
Sales managers work a week of real deals in both systems. Every defect gets a ticket, an owner, and a fix before we schedule cutover.
1–2 weeks1–2 weeks - 06
Cutover
Delta load of records changed since the last rehearsal, source system set to read-only, integrations switched, Outlook and Teams apps deployed.
One weekendOne weekend - 07
Adoption
Role-based training, champions in each sales team, and a two-week hypercare window with daily check-ins. Then a managed support plan.
2–4 weeks2–4 weeks
The data that disappears in a rushed migration.
A CSV export of accounts and contacts is not a migration. These are the parts that usually go missing, and how we keep them.
Email history
Threads synced from Outlook or captured by the CRM, restored to the right timeline with sender, date, and attachments.
Attachments and files
Files, notes with images, and content documents moved to SharePoint and linked back to the originating record.
Activity timeline
Calls, meetings, tasks, and stage changes in the order they happened, with the original user as the owner.
Marketing consent
Opt-in, opt-out, and lawful-basis fields carried into Customer Insights so you don't restart consent from zero.
External IDs
Source record IDs stored on every migrated row, so ERP, marketing, and telephony integrations keep matching.
Ownership and territories
Owners, teams, and territory assignments mapped to Dynamics security roles before a single record is loaded.
Where the platforms differ for a Microsoft 365 company.
Both are capable enterprise CRMs. The differences that matter show up in licensing structure, the Microsoft 365 experience, and what happens when you also run an ERP.
Licensing structure
Per-seat editions plus paid add-ons for AI, integration, analytics, and additional sandboxes.
Per-seat plans; Copilot for Sales, Power Automate use rights, and sandboxes included in Sales Enterprise. Attach pricing when combined with other Dynamics apps.
Outlook and Teams
Outlook integration and Teams app available; email capture depends on Einstein Activity Capture or a third-party sync.
Native: CRM records, tracking, and Copilot for Sales inside Outlook, Teams, and Excel with the same identity.
AI on your data
Agentforce and Einstein, priced separately, working on CRM data plus what you connect through Data Cloud.
Copilot across CRM, email, documents, and meetings via Microsoft Graph, governed by Microsoft 365 permissions.
CRM + ERP
Integration middleware or MuleSoft to reach the ERP.
Dataverse shares the customer record with Business Central.
Identity and security
Separate user directory, profiles, and permission sets, federated to your identity provider.
Entra ID, conditional access, Purview, and Dataverse security roles — one admin center.
Customization
Apex, Lightning components, Flow.
Power Apps, Power Automate, plugins, and Azure — the same skills your Microsoft 365 team already has.
Feature and licensing details change with each vendor release. The estimate we prepare uses list prices at the time of quoting and compares your actual renewal against Dynamics 365 licensing, including any Microsoft 365 entitlements you already hold.