https://store-images.s-microsoft.com/image/apps.50201.99ffd1a4-1469-4a4e-8c59-c57635ca6157.e5c159ef-0864-45da-af99-475c0c5c834b.66c31309-9121-40a6-967b-c6d2a3b446b1

Salesforce to Dynamics 365 Migration - 4 Week Migration

Insight

De-risk your data migration to Dynamics 365 and unlock the value of your data by combining with Teams, Outlook, and Co-pilot.

Are you considering migrating to Dynamics 365 Sales, but unsure of the risk of migrating all your critical customer, lead, pipeline, and forecast data to a new platform? Migrations can be complex, and the risk of losing data can impact the ability of your sales team to close deals, and the confidence in your IT team to deliver new and robust IT systems that can enable the business. Insight is here to assist you.

Why Insight? Insight's solution is a proven systematic accelerator to migrating your business data from Salesforce to Dynamics 365 Sales.

  • The process starts with Insight demonstrating its predefined templates and Migrate Accelerator which extracts your out-of-the-box Salesforce data, transforms it to the equivalent Dynamics 365 data model, and seamlessly creates the data in Dynamics 365.
  • The Insight Accelerator covers all native Salesforce entities, ensuring none of your valuable business data is left behind.
  • We create a detailed mapping from Salesforce to Dynamics 365 for your custom data by accelerating your use of Dynamics 365, using a collaborative approach, and taking a look at custom fields and entities within your Salesforce solution.
  • Within 4 weeks, Insight’s approach will help you to de-risk the migration of your critical business data from Salesforce to Dynamics 365 Sales, empowering you to unlock the value of your Microsoft investment with D365 Sales. Additionally, when combined with Co-pilot, Teams, and Outlook, it has the potential to turbo-charge your business.
  • What we do: Over the course of just 4 weeks, we will work with you to:

    • 1.Migrate all out-of-the-box Salesforce sales entities and fields from Salesforce to Dynamics 365.
    • 2.Analyse any custom fields and entities within Salesforce, configure the equivalent entities and fields within Dynamics 365, and create a mapping from source to destination.
    • 3.Extend the Insight Migrate accelerator to migrate the custom entities and fields from Salesforce to Dynamics 365.
    • 4.Provide a data mapping, migration report, and analysis with a tailored Dynamics 365 Sales demo using your custom data.

    Pricing and availability are custom to each engagement and dependent on the scope and complexity of the migration.

    At a glance

    https://store-images.s-microsoft.com/image/apps.4780.99ffd1a4-1469-4a4e-8c59-c57635ca6157.e5c159ef-0864-45da-af99-475c0c5c834b.039cd513-5fa0-49fe-afe3-8b35d0e580a0