Migrating from Salesforce to Dynamics

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Posted on by Community Member

Hello,

I would like to migrate from Salesforce EE to Dynamics Sales & Service, how to do it? my software knowledge is basic, and I cannot find in my country specialist to assist me as none of the people I have met knows to do it. All the consultants I have met offered me trial & error which is not acceptable from the business point of view.

Thank you for responding.

Isaac

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TheMarkChristie 10,328 Moderator on at

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There is a good guide/ebook from PowerObjects on this matter

www.powerobjects.com/.../Switcher_ebook-FINAL.pdf

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Thanks, it's looks frightening.

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TheMarkChristie 10,328 Moderator on at

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My person approach on migration is to break it down into 2 areas

1) Data - make sure you understand the in the current system and what I would look like in the new one

2) Functionality/Terminology - Check to see if everything that is currently available in Salesforce is there in Dynamics and that you try and use the same terms for each e.g a Customer is Salesforce is an Account in Dynamics (make sure you train that out correctly)

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Aric Levin - MVP 30,190 Moderator on at

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You can use SSIS (SQL Server Integration Server) with Kingswaysoft to establish connectivity to both Salesforce.com and Dynamics CRM Online environment, and perform read/create/update operations against both environments as necessary.

Check out Kingswaysoft list of products at:

www.kingswaysoft.com/products

Not sure if there are any available tools that would do this without some level of your own integration.

Hope this helps.

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Hi, Isaac!

As an option, instead of a manual data entry, you can use an automated service Data2CRM to perform a Salesforce to MS Dynamics migration. The tool uses a hands-off approach alongside with the ability to map the modules and users you want to transfer as well as a free Demo.

Hope my comment will help you!

With respect,

Yulia

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Ak Negi 320 on at

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you can use scribe software to migrate data from saleforce to dynamics.

https://www.scribesoft.com

Thanks

Arun singh Negi

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You can migrate your Salesforce data to Dynamics CRM in few clicks with the help of Skyvia. It`s cloud-based service for no coding data integration.

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