Dynamics 365
Power Platform
Dynamics
Cloud & ProductivitySalesforce to Dynamics 365 migration services
Rand Group provides Salesforce to Dynamics 365 migration services, from planning and data conversion to configuration, integrations, training, and support. We help you move to Microsoft Dynamics 365 with a focus on reliable customer data, business continuity, and practical AI capabilities. Build a CRM that supports how your team works today and gives you room to improve as your business grows.
Why migrate from Salesforce to Dynamics 365?
Moving from Salesforce to Dynamics 365 can make sense when your CRM no longer fits your processes, requires too much manual work, or leaves teams working with disconnected information. For businesses already using Microsoft technology, Dynamics 365 offers a way to connect customer management with familiar productivity tools, business applications, and AI capabilities. The goal is not simply to replace software, but to improve how your business sells, serves customers, and shares information.
Rand Group helps you determine what to keep, improve, or retire before the transition. We review your Salesforce environment and design a Dynamics 365 solution around your priorities, whether you need better sales visibility, simpler workflows, or stronger connections between departments. Your migration plan defines the scope, responsibilities, and steps needed to move forward with confidence.
Connect familiar Microsoft tools
Bring customer information closer to the tools your team uses, including Outlook, Microsoft Teams, and Power BI. Planned integrations help reduce duplicate work and make CRM information easier to access during everyday activities.
Put AI into everyday work
Use Copilot and AI agents to support tasks such as preparing for meetings, summarizing sales records, and researching leads. Build these capabilities into your CRM strategy with the right data, permissions, and oversight.
Align investment with business needs
Choose your Dynamics 365 applications and capabilities around the work your users need to perform. We help you evaluate licensing, integrations, storage, and AI requirements so you can plan beyond the initial software subscription.
White Paper
Salesforce to Dynamics 365 comparison and migration guide
Compare pricing, capabilities, and user experiences to understand what a move could mean for your business. Explore migration considerations that can help you plan your scope, prepare your team, and evaluate your investment.
Your Salesforce to Dynamics 365 migration, step by step
Rand Group didn’t just implement a system—they helped us rethink our business processes. The team went beyond a ‘canned solution’ and worked closely with us to develop practical, customized solutions. We now have real-time visibility into our financials and can make data-driven decisions with confidence.
Our Salesforce to Dynamics 365 migration services
Rand Group’s Salesforce to Dynamics 365 migration services cover more than data transfer. We help you improve processes, connect systems, and prepare your team to work in a CRM built around your business needs.
- Migration planning and scoping: Define the requirements, dependencies, and priorities for your move. We assess your Salesforce environment and recommend the Dynamics 365 applications and migration approach that fit your goals.
- Data migration and validation: Move accounts, contacts, leads, opportunities, activities, and custom records within your agreed scope. We clean, map, and validate the data to preserve relationships and support accuracy.
- CRM configuration and automation: Configure forms, fields, sales stages, and workflows around your business processes. We determine which Salesforce customizations can be replaced with standard Dynamics 365 features and which need to be redesigned.
- Integrations and connected reporting: Connect Dynamics 365 with your ERP, marketing, project management, and other business systems. We also address reporting requirements so teams retain access to essential information.
- AI readiness and enablement: Prepare your CRM for practical uses of Copilot, AI agents, and automation. We help identify opportunities, address data quality and permissions, and evaluate licensing and testing requirements.
- User training and support: Help sales teams, managers, and administrators adopt Dynamics 365 through role-based training. Go-live assistance and ongoing support help users adapt to new processes and get more value from their CRM.
Bring AI into your Salesforce migration plan
Microsoft’s Dynamics 365 Activate brings AI-assisted capabilities to migrations from Salesforce to Dynamics 365 Sales and Customer Service. The tool helps reduce manual work, simplify data mapping, and identify dependencies that need attention during the transition. These capabilities can help organizations plan and execute migrations more efficiently while reducing potential risks.
- Salesforce environment discovery: Analyze Salesforce objects, fields, relationships, workflows, and customizations to understand your existing environment and identify migration requirements.
- AI-assisted data mapping: Map Salesforce objects and fields to Microsoft Dataverse tables and columns, reducing manual preparation and helping establish the structure of your new CRM.
- Data migration and reconciliation: Transfer supported Salesforce records into Dynamics 365 and validate migrated data by comparing record counts and identifying discrepancies that need attention.
- Customization and dependency analysis: Identify Salesforce workflows, Apex code, and integrations that may need to be rebuilt or replaced in Dynamics 365. Evaluate dependencies early to support a more effective migration plan.
Limited Time Offer
Unlock savings on your Salesforce to Dynamics 365 migration
Planning to move from Salesforce to Microsoft Dynamics 365? Your migration may qualify for special incentives through Microsoft’s Conversion Bonus program. Rand Group can help you explore available incentives, determine eligibility, and identify opportunities to reduce your migration costs. Contact our team today to see if your project qualifies and take advantage of this limited-time opportunity.
Connect sales, service, finance, and operations
Moving from Salesforce to Dynamics 365 creates an opportunity to connect customer relationships with the rest of your business. Dynamics 365 Sales works with applications such as Dynamics 365 Customer Service, Dynamics 365 Business Central, Dynamics 365 Finance, and Dynamics 365 Supply Chain Management to support connected processes across departments.
- Sales and pipeline management: Manage leads, opportunities, accounts, and sales activities in Dynamics 365 Sales. Configure sales stages, sequences, and dashboards to improve pipeline visibility and guide selling activities.
- Sales-to-ERP integration: Connect Dynamics 365 Sales with your ERP to share customer, quote, order, and financial information. Reduce duplicate entry and improve coordination between sales, finance, and fulfillment teams.
- Connected customer service: Bring sales and service information together with Dynamics 365 Customer Service. Give teams access to relevant customer records, case histories, and interactions to support more informed service.
- Reporting and business insights: Combine CRM and operational data through Power BI and connected reporting tools. Track sales performance alongside financial and operational results for a more complete view of the business.
Put Copilot and AI agents to work in Dynamics 365
Migrating to Dynamics 365 gives your organization access to Microsoft’s growing ecosystem of Copilot capabilities and AI agents. These tools help sales and service teams automate routine work, uncover insights, and take action using business data. Rand Group helps you evaluate and implement capabilities that align with your processes.
- Copilot in Dynamics 365 Sales: Summarize leads and opportunities, prepare for customer meetings, draft emails, and get answers about sales records using natural language.
- Sales Qualification Agent: Research incoming leads, evaluate their fit against your target customer profile, and support outreach so representatives can focus on qualified opportunities.
- Sales Opportunity Agent: Research active opportunities, identify potential deal risks, and highlight promising opportunities that may need attention.
- Sales Research Agent: Ask complex questions about your sales pipeline using natural language. Analyze CRM data, explore trends, and uncover insights without manually building reports.
- Case Management Agent: Support customer service teams by gathering case information, suggesting updates, drafting customer responses, and automating qualifying follow-up activities.
Real clients
Real results
%
Reduction in manual data entry
%
Faster sales rep onboarding
Back-and-forth emails eliminated
Case Study
How Sapphire Gas Solutions replaced Salesforce with Dynamics 365 Sales
Sapphire Gas Solutions needed a CRM that better supported its project-driven business and connected sales with accounting. Rand Group replaced Salesforce with Dynamics 365 Sales, configured the system around Sapphire’s workflows, and integrated it with Dynamics 365 Business Central and project management tools. The connected environment reduced manual work, improved visibility, and made it easier for teams to share customer and project information.
Why partner with Rand Group for your Salesforce migration?
Microsoft Partner of the Year
Rand Group was named Microsoft Americas Channel Emerging Partner of the Year. Our experience across Dynamics 365, Power Platform, Azure, and Copilot helps us connect your CRM migration with broader business and technology priorities.
A partner for the long term
With a 90% client retention rate, Rand Group focuses on relationships that continue beyond deployment. Our team provides support, training, and guidance to help your Dynamics 365 environment keep pace with changing business needs.
End-to-end migration support
Rand Group has completed more than 3,000 successful engagements across its business and technology services. For your Salesforce migration, one team can coordinate planning, data, configuration, integrations, testing, and deployment to maintain continuity throughout the project.
CRM, ERP, and AI expertise
Your CRM does not operate in isolation. Our consultants and developers understand how customer processes connect with finance, operations, reporting, and AI, helping you make design decisions that support the business beyond the initial migration.
Frequently Asked Questions (FAQs)
How does Dynamics 365 Sales compare to Salesforce?
Both Dynamics 365 Sales and Salesforce provide CRM tools for managing leads, opportunities, customer relationships, and sales performance. Dynamics 365 offers close integration with Microsoft 365, Power Platform, and other Dynamics 365 applications, while Salesforce offers extensive customization and third-party applications. The right choice depends on your business processes, technology environment, and budget.
To learn more, read our blog on Microsoft Dynamics vs. Salesforce.
What is included in Salesforce to Dynamics 365 migration services?
Salesforce to Dynamics 365 migration services include system assessment, data migration, CRM configuration, integrations, testing, training, and go-live support. Rand Group also helps evaluate existing Salesforce customizations, redesign workflows, and prepare your organization for AI and automation. Services are tailored to your environment, business requirements, and migration goals.
How long does a Salesforce to Dynamics 365 migration take?
A Salesforce to Dynamics 365 migration typically takes several weeks to several months, depending on project complexity. The timeline is affected by data volume, custom objects, workflows, integrations, and testing requirements. Organizations with clean data and standard CRM processes can often migrate faster than those with extensive customizations. Rand Group develops a project-specific timeline during the planning phase.
How much does it cost to migrate from Salesforce to Dynamics 365?
Salesforce to Dynamics 365 migration costs vary based on data complexity, customizations, integrations, licensing, and implementation requirements. A straightforward CRM migration generally costs less than a project requiring extensive development or multiple system integrations. Rand Group evaluates your existing environment to develop a project estimate and can help determine whether Microsoft migration incentives are available.
What Salesforce data can be migrated to Dynamics 365?
Salesforce data such as accounts, contacts, leads, opportunities, activities, and custom records can be migrated to Dynamics 365. Historical records, notes, attachments, and related data may also be transferred, depending on technical requirements. Rand Group helps determine which information should move, how relationships should be preserved, and whether older records should be archived instead.
Can Salesforce custom objects, workflows, and integrations be migrated to Dynamics 365?
Yes, Salesforce custom objects, workflows, and integrations can often be recreated or redesigned in Dynamics 365, but they do not always transfer directly. Custom fields and objects must be mapped to Microsoft Dataverse, while Salesforce Flow automations and Apex code may require rebuilding. Rand Group evaluates these components to identify the best approach and avoid carrying unnecessary complexity into the new CRM.
Can we continue using Salesforce during the migration without disrupting operations?
Yes, organizations can typically continue using Salesforce during migration planning, configuration, and testing. A final cutover window may be needed to transfer recent changes and validate data before users switch to Dynamics 365. Rand Group coordinates the transition, testing, and user preparation to minimize downtime, prevent data loss, and reduce disruption to daily sales and customer service activities.
Can AI automate the migration from Salesforce to Dynamics 365?
AI can automate parts of a Salesforce to Dynamics 365 migration, including environment discovery, data mapping, and migration validation. Microsoft’s Dynamics 365 Activate helps analyze Salesforce environments and identify dependencies that require attention. However, custom workflows, integrations, testing, and business process decisions still require human oversight. Rand Group combines AI-assisted tools with migration expertise to support a more efficient transition.
Related Insights
Salesforce to Microsoft Dynamics 365 migration: What it costs, how long it takes, and what to migrate
Considering a move from Salesforce to Dynamics 365? Explore what data to migrate, how different migration strategies compare, and what to expect for costs and timelines. Learn the key steps, common challenges, and best practices for a successful transition to Dynamics 365 Sales.
Microsoft Dynamics 365 Sales vs. Salesforce: Which CRM is right for your business?
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Rand Group recognized as a best Microsoft Dynamics 365 CRM partner for 2026
CRM Software Blog has named Rand Group to its 2026 Best Microsoft Dynamics 365 CRM Partner List. The editorial selection recognizes our 23 years of CRM experience and the results we deliver for clients across Dynamics 365 Sales, Customer Service, and Field Service.