Dynamics 365 Migration Without the Horror Stories
Migrate to Dynamics 365 from Salesforce, Zoho, HubSpot, or legacy on-premise systems — CRM 2011–2016, NAV, AX — with zero data loss, preserved history, and a team that’s done it 40+ times. Your users switch systems; your business doesn’t skip a beat.
Migration Paths We Run Every Month
Salesforce → Dynamics 365
Objects mapped to Dataverse, full activity history preserved, Apex automations rebuilt in Power Automate — typically 30–50% license savings.
Zoho / HubSpot / Pipedrive → D365
Outgrown the starter CRM? Contacts, deals, pipelines, and email history brought across with structure your reps recognize on day one.
CRM On-Premise → Cloud
Dynamics CRM 2011/2013/2015/2016 to Dynamics 365 online — plugins audited, JavaScript modernized, infrastructure retired.
NAV → Business Central
C/AL customizations re-engineered as AL extensions, data upgraded, and your team retrained on the modern client. More on Business Central →
AX → Finance & Operations
AX 2009/2012 upgrades with code analysis and data upgrade automation — before extended support expires. More on F&O →
Spreadsheets & Access → D365
The bravest migration of all. We profile, deduplicate, and structure years of tribal-knowledge data into a real system.
What “Zero Data Loss” Actually Means Here
Most migration disasters aren’t lost records — they’re lost meaning. Our process protects both.
Our Migration Process
Source Audit & Data Profiling
Every entity, field, workflow, and integration catalogued; data quality scored so you decide what’s worth bringing.
Mapping & Target Design
Field-by-field mapping document — signed off by your team — plus automations redesigned for Power Platform.
Trial Migrations & Validation
Three full rehearsals into a sandbox; your power users validate real scenarios and reconciliation reports prove the counts.
Cutover Weekend
Final delta sync, integrations switched, old system to read-only. Monday morning: everyone works in Dynamics 365.
Hypercare & Decommission
Two weeks of on-call support, then a clean archive of the legacy system — and the license bill stops.
Migration Pricing
| Migration | Typical Scope | Timeline | Investment |
|---|---|---|---|
| Starter CRM → D365 | Zoho/HubSpot/Pipedrive, <100K records | 3–6 weeks | $6,000 – $15,000 |
| Salesforce → D365 | Full org with automations & integrations | 2–4 months | $20,000 – $60,000 |
| On-Premise CRM → Cloud | CRM 2011–2016 with custom code | 2–5 months | $25,000 – $70,000 |
| NAV/AX → BC/F&O | ERP upgrade with code re-engineering | 4–12 months | $40,000+ |
The 3 Migration Mistakes That Cause Disasters
Treating It as Copy-Paste
Salesforce opportunities with Apex triggers need thoughtful translation into Dataverse and Power Automate — not row transfers. Otherwise you get a system that’s technically migrated and practically broken.
Migrating Everything
Ten years of dead contacts cost effort, storage, and search noise forever. We set retention rules — full detail for 2–3 years, summarized history beyond — so the new system starts fast.
Skipping Rehearsals
The first trial run always surfaces surprises — encoding, orphans, undocumented fields. Finding them in a sandbox is a Tuesday; after cutover it’s a crisis. Three trial runs, every time.
Migration Stories From Clients
Eight years of Salesforce history moved over a weekend. Monday morning the team logged into Dynamics and every email thread was exactly where it should be.
The three trial runs felt excessive until run one found 40,000 orphaned activities we didn’t know we had. After cutover: zero surprises.
We left HubSpot when the contact-tier renewal quote arrived. The migration cost less than one year of the price increase.
Migration FAQs
How long does a Dynamics 365 migration take?
Starter CRM migrations: 3–6 weeks. Salesforce or on-premise Dynamics: 2–5 months. ERP migrations (NAV/AX): 4–12 months. The cutover itself is typically a single weekend.
Will we lose our email and activity history?
No — activities, emails, notes, and attachments migrate with their parent records and original timestamps. That history is usually the most valuable data you own; protecting it is the core of our process.
Can both systems run in parallel during migration?
Yes — your team keeps working in the old system until cutover weekend; a final delta sync catches everything changed since the last trial run. No freeze periods longer than a weekend.
Do you handle the implementation side too?
Yes — migration usually pairs with our Dynamics 365 implementation services, so the target system is configured to your processes before data lands in it.
Switch Systems, Keep Everything
Free migration assessment with field-level mapping preview and a fixed-price quote.