Salesforce to Dynamics 365 Migration
Move from Salesforce to Microsoft Dynamics 365 with zero data loss, minimal downtime, and a team that has done it before — often at a lower total cost of ownership.
Can you migrate from Salesforce to Dynamics 365 without losing data?
Yes. A structured Salesforce-to-Dynamics 365 migration moves your accounts, contacts, opportunities, activities, attachments, and history into Dataverse with full validation and reconciliation. With careful planning and a staged cutover, businesses switch with no data loss and minimal disruption.
Why businesses migrate from Salesforce to Dynamics 365
Most moves are driven by cost, the Microsoft ecosystem, and a desire to unify CRM with the rest of the business.
Rising Licensing Costs
Salesforce renewal and add-on costs that climb year after year.
Microsoft 365 Disconnect
Living in Outlook, Teams, and Excel but bolting CRM on from the outside.
Expensive Customisation
Heavy reliance on costly admins, consultants, and AppExchange add-ons.
Fragmented Analytics
Paying extra for reporting that Power BI does natively in the Microsoft stack.
AI & Copilot Ambitions
Wanting Microsoft Copilot and AI built across CRM, Office, and data.
One-Vendor Simplicity
Preferring a single Microsoft relationship for CRM, ERP, and productivity.
What you gain by moving to Dynamics 365
The advantages businesses consistently see after switching from Salesforce.
Where your Salesforce processes land in Dynamics 365
Every Salesforce cloud has a natural home in the Dynamics 365 and Power Platform family.
Our Salesforce migration methodology
A structured, low-risk path that protects your data and your business.
Assessment & Mapping
We audit your Salesforce org, objects, and customisations and map them to Dynamics 365.
Solution Design
We design the target Dynamics 365 model, security, and integrations.
Migration & Build
We migrate data with validation and rebuild your processes and automations.
Validation, Training & Go-Live
We reconcile data, train users, and cut over with minimal downtime.
Why choose PraviMinds for your Salesforce migration
We make switching CRM platforms a controlled, predictable project — not a leap of faith.
Migration Specialists
We have moved teams between CRM platforms — we know where the risks hide.
Zero Data Loss
Validated, reconciled migration so nothing important goes missing.
Honest, Vendor-Neutral
We tell you the real trade-offs, not just a sales pitch.
Senior, Certified Engineers
Built by senior Microsoft consultants with 8+ years average experience.
Minimal Downtime
Carefully staged cutovers that keep your business running.
Fixed, Transparent Pricing
Clear scopes and quotes up front, with no padded hours.
Salesforce Migration FAQs
What data can be migrated from Salesforce to Dynamics 365?
Standard and custom objects — accounts, contacts, leads, opportunities, cases, activities, notes, attachments, and history — can all be migrated. We map each Salesforce object and field to its Dynamics 365 equivalent and validate the results.
How long does a Salesforce to Dynamics 365 migration take?
It depends on data volume and the number of customisations and integrations. A straightforward sales migration can take a few weeks; complex multi-cloud orgs take longer. We scope every project up front so timelines are clear.
Will my Salesforce customisations and automations carry over?
They are rebuilt, not copied. We recreate your custom objects, flows, and validation rules using Dynamics 365 forms, business rules, and Power Automate so behaviour is preserved.
Is Dynamics 365 cheaper than Salesforce?
It often has a lower total cost of ownership, especially for Microsoft 365 customers, because reporting (Power BI) and productivity tools are already in the ecosystem. We model your specific licensing so you can compare accurately.
Can we run Salesforce and Dynamics 365 in parallel during the switch?
Yes. We can run a phased migration with both systems live and synchronised for a transition period to reduce risk.
Planning a move off Salesforce?
Talk to our migration specialists about a safe, low-risk switch to Dynamics 365.