Planning and Executing a Successful Migration from Salesforce to Dynamics 365
- Prepare and Plan
During the preparation and planning phase, you must involve your key stakeholders early in the Project. You need to know how your team is using Salesforce. It is important to gather input from end users early in the change process so that you have a lower change management cost and better strategies as they start using Dynamics 365 Sales.
2. Evaluate the Data to be Migrated from Salesforce to Dynamics 365
If your team uses a standard out-of-the-box system and you need a high volume of records, then the data migration step will be simple. Suppose your team has modified the standard Salesforce configuration or customized system. In that case, then data mapping needs to be done, and migrating larger volumes of records and data out of Salesforce into Dynamics 365 will be challenging and require expertise.
3. Data Cleansing
During the data cleansing, you must make baseline rules for which data and records are still valuable. You have bad data. for example, you did not contact a customer in years, or the contact still needs to be updated. You can bring in contact records if it has data for the name, email, and phone fields and has been updated in the last two years. This is a standard general rule we follow.
4. Migration Timeline
The best thing to do is plan before your contract with Salesforce expires and you have some overlap between the two systems. Then you divide your data into three groups. The data you know you need to move, the data you know you do not need to move, and the data you are unsure about today, and you have some time to decide.
Final Decision about Microsoft Partner
Decide about the Microsoft Partner who works on this project and will partner with you to migrate from Salesforce to Dynamics 365.
As a trusted Microsoft partner and consultant, Web Synergies analyzes your business operating environment and implements the right Microsoft solution to boost your business value. We use Analytical frameworks to evaluate the impact of the factors affecting your company’s systems, technology, business process, and environment. With our deep domain expertise, Microsoft consultants engage effectively with our customers to share all the Microsoft offers in migrating from Salesforce to Dynamics 365 Sales business CRM business solution.
