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Salesforce to Dynamics 365 Migration

The strategic technology partner for scalable organisational growth.
Migration expertise

Move from Salesforce to Dynamics 365 with confidence

A Salesforce to Dynamics 365 migration is more than software switching. It’s a strategic move to improve business processes, streamline business operations, and align your CRM with your long-term business needs. With the right migration strategy, you can strengthen customer relationships, improve data quality, and create a connected Microsoft environment that supports future growth.

From migration planning and data mapping to CRM configuration, Microsoft ecosystem integration, testing, and user enablement, we manage every stage of the transition. With Zenzero as your migration partner, you’ll gain a secure, scalable Dynamics 365 platform that improves operational efficiency, enhances reporting, and gives your teams the insights they need to make better business decisions.

Business transformation

Why migrate from Salesforce to Dynamics 365?

Many businesses outgrow Salesforce as their customisations, custom entities, and third-party integrations increase. A move to Microsoft Dynamics 365 gives you:

  • Deep Microsoft integration and native integration with Microsoft products

  • Seamless connectivity across existing systems and other tools

  • Access to the Microsoft data migration framework

  • Stronger reporting and predictive analytics through Microsoft Power BI

  • Connectivity with the Power Platform and Business Central for finance and operations

  • A more cost-effective solution with extensive functionality, new features, and automation

This migration helps reduce costs, increase efficiency, and transform how your CRM supports your business units and users.

Business outcomes

What a successful migration delivers

A well-managed Salesforce to Microsoft Dynamics 365 migration delivers:

  • Clean, structured Salesforce data and customer data

  • Stronger data mapping and data management

  • Improved operational efficiency and business processes

  • Better alignment across existing systems, third party integrations, and business units

  • Access to predictive analytics, Power BI, and artificial intelligence

  • A new CRM with extensive functionality, new features, and automation

  • Cost-effective and scalable solution for long-term growth

 
CRM transformation

Move from Salesforce to Dynamics 365 with confidence

Unlock the full value of Microsoft Dynamics 365 with a migration tailored to your organisation. We help you move from Salesforce with minimal disruption, protecting your customer data, streamlining business processes, and ensuring your teams can continue working throughout the transition.

From migration planning and data mapping to CRM configuration, Microsoft ecosystem integration, testing, and user enablement, our consultants manage every stage of the migration. With Zenzero as your migration partner, you’ll gain a secure, scalable CRM platform that improves operational efficiency, enhances customer engagement, and provides the insights your teams need to make better business decisions.

Partnership

Why work with Zenzero?

Structured migration approach
  • Review your current CRM, Salesforce data, custom fields, custom entities, and business processes

  • Plan data mapping and integrating data into Dynamics 365 across all business units

  • Ensure careful planning for a smooth transition

Data cleansing & accuracy
  • Cleansing data and removing duplicate records

  • Test migration using sample data before full migration

  • Protect customer data and ensure data integrity

Deep Microsoft integration
  • Seamless integration with Microsoft tools, Power BI, Business Central, and Power Platform

  • Unlock predictive analytics, artificial intelligence, and automation

  • Increase operational efficiency across your business operations

Change management & user adoption
  • Structured user training and support for many users

  • Focus on user adoption from day one

  • Ensure teams can use the Salesforce interface replacement confidently and take full advantage of Dynamics 365 features

Our Dynamics 365 specialists help you migrate from Salesforce with confidence, protecting your data while building a connected CRM platform designed for long-term business growth.

Migration planning

Let's plan your migration properly

If you’re considering a move from Salesforce to Dynamics 365, start with a focused discussion. We’ll review your current CRM, assess your Salesforce data and customisations, and create a clear migration roadmap designed to protect customer data and minimise disruption.

No rushed data transfers. No lost records. No broken workflows. Just a structured migration built for efficiency, user adoption, and long-term growth. Speak to one of our experts today.

Say hello

Ready for
better outcomes?

Still have Qs?

Questions we
often get asked:

Will we lose any customer data during the migration?

No. Protecting customer data and Salesforce data is central to our approach. We use data cleansing, removing duplicates, and sample data testing to ensure data integrity and accuracy before full migration.

Can we migrate Salesforce customisations and automation?

Yes. We migrate custom entities, custom fields, and Salesforce customisations, as well as automation workflows, to ensure your new Dynamics 365 solution replicates and improves your business processes.

How do you ensure user adoption?

User adoption is key to a successful migration. We provide structured user training, change management support, and guidance for many users across business units to ensure your teams can confidently use Microsoft Dynamics 365 and new features.

What are the benefits of moving from Salesforce to Dynamics 365?

You gain deep Microsoft integration, access to Power BI for predictive analytics, a new CRM aligned to business needs, better operational efficiency, reduced reliance on third party integrations, and a cost-effective solution with extensive functionality.

Still have questions? Contact Us