Expert Salesforce to Microsoft Dynamics 365 migration

Dynamics 365, Microsoft’s suite of business applications, combines customer relationship management (CRM) with enterprise resource planning (ERP), in one solution to manage all aspects of your business. It integrates various business processes such as sales, customer service, operations, and marketing. With Dynamics 365, you get advanced analytics, AI, and real-time insights to improve decision making, customer interactions, and operational excellence. Rand Group has a proven methodology for moving from Salesforce to Microsoft Dynamics 365.

Why migrate from Salesforce to Dynamics 365?

The decision to move from Salesforce CRM to Dynamics 365 is often driven by the need for a more unified and expansive business management solution. While Salesforce is a great starting point for smaller businesses, Dynamics 365 is designed to support scalability and the complexity of growing businesses or those deeply invested in the Microsoft ecosystem. While Salesforce can be a cost-effective solution for smaller businesses, it becomes less viable as a business grows and the costs increase with added features. On the other hand, Dynamics 365 is cost-effective for businesses of all sizes and is modular so you can pick and choose the solutions you need, scale as you grow, and integrate both CRM and ERP.

Rand Group is your partner to help you determine if Microsoft D365 will meet your current and future needs and move from Salesforce to Dynamics 365 with any customizations and integrations required. Our experienced team will guide you through the migration process and take care of any customizations or integrations needed to make the transition seamless.

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Seamless integration with the Microsoft stack

Dynamics 365 has unparalleled integration with the Microsoft stack, including Office 365, Power BI, and Azure services to create a cohesive technology ecosystem to make your work more efficient and streamlined.

Unlock additional functionality

Dynamics 365 offers more robust functionality, combining CRM with essential ERP functionality in one platform. This integrated approach gives you more features in one place to support your business needs and growth.

Optimized cost structure

Dynamics 365 has a transparent and flexible pricing model so it’s a cost-effective solution for businesses of all sizes. Unlike Salesforce where you need to pay for costly add-ons or higher-priced licensing fees for advanced features, Dynamics 365 is modular, so you only pay for what you need.

The definitive guide to Dynamics Sales licensing and pricing

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Salesforce to Dynamics 365 comparison and migration guide

Ready to elevate your business with Dynamics 365? Download our comprehensive Salesforce to Dynamics 365 Comparison and Migration Guide that offers an in-depth comparison between Salesforce and Dynamics 365. Gain insights into pricing, user experience, capabilities, and migration strategies to make an informed decision for your business.

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Unlock advanced features with D365 Sales

Many Salesforce users move to Dynamics 365 Sales for its features such as:

AI-powered insights: AI-based scoring models and data visualizations enable you to focus on the right customers and prioritize tasks.
Integration with Microsoft 365 apps: Minimize app switching with automatic updates in Microsoft 365 apps for a cohesive experience.
Comprehensive sales cycle management: From lead and opportunity management to sales execution and relationship selling, Dynamics 365 Sales has a suite of tools to streamline sales processes and drive revenue growth.
Automated sales guidance: Create sequences of sales actions for your team and automated sales guidance for consistency in sales processes.
LinkedIn integration: Use LinkedIn Sales Navigator to find leads, view LinkedIn information in Dynamics 365 Sales, and create contact records without interrupting workflows.
Sales performance insights: Access prebuilt dashboards for quick sales data, track performance against targets and pipeline risks to optimize sales strategies.

Boost data analytics in Dynamics 365 Sales and Dynamics 365 Marketing

Build an end-to-end sales management solution

Dynamics 365 is a full suite that combines both CRM and ERP modules, so you can build a complete end-to-end sales management solution. Within the CRM domain, Dynamics 365 has applications such as D365 Sales, D365 Customer Service, D365 Customer Insights (formerly D365 Marketing), and D365 Field Service, to enhance customer engagement and service delivery. On the ERP side, Dynamics 365 has solutions such as D365 Business Central, D365 Finance & Operations, and D365 Project Operations to manage financials, operations, and supply chain.

Rand Group has extensive experience helping clients choose and implement the right technology solutions for their business needs. Leveraging our deep knowledge of Dynamics 365, we will help you determine which Dynamics 365 solution or combination of solutions will meet your business requirements and goals.

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Evaluate Dynamics 365 Sales with a free assessment workshop

Explore the transformative power of Dynamics 365 Sales with our Needs Assessment Workshop. Discover how aligning technology investments with business objectives can drive success. Learn about the relevant capabilities of Dynamics 365 Sales and build a strategic plan that aligns your business outcomes with your vision. Our experts will evaluate your Salesforce system and illustrate how Dynamics 365 Sales can revolutionize your operations. For a limited time, you can receive this assessment at no cost to you.

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Unleash productivity with Dynamics 365 Copilot

Dynamics 365 Copilot makes you more productive within Dynamics 365. This AI assistant automates tasks, gives you suggestions, learns from your behaviors to streamline workflows, and boost productivity. Unlike Salesforce, Copilot is included in the Dynamics 365 subscription, so you don’t have to pay extra for this valuable tool. With Dynamics 365 Copilot you can:

Connect sales and marketing teams: Dynamics 365 Copilot brings real-time insights, predictive analytics, and personalized customer connections to sales and marketing teams to drive revenue and streamline workflows.
Transform Dynamics 365 solutions: Copilot integrates with multiple modules to turn mundane tasks into quick and intelligent processes across CRM, ERP, and other business apps.
Improve user experiences: Powered by GPT-3.5, Copilot brings natural language understanding and contextual awareness to user interactions, so technology is more accessible and enjoyable for all levels of users.
Efficiency across the board: By automating tasks, giving you suggestions, and adapting to your patterns, Copilot takes productivity to new heights so you can focus on strategy while mundane tasks are faster and smarter than ever.