Painlessly migrate from Salesforce to Dynamics 365 Microsoft Dynamics 365. TrellisPoint’s exclusive migration engine provides a low-risk option for organizations seeking to lower technology costs by quickly migrating from pricey Salesforce subscriptions to a budget-friendly Dynamics 365 plan. Here’s how: Assessment & Data Collection – Provide an assessment web meeting, gather Salesforce system details, collect sample data for Account & Contact fields, and audit the Salesforce database for current, retired, and deleted users. Cloud Deployment – Deploy a Microsoft Dynamics 365 Cloud environment, import historical Salesforce users, assign licenses and security roles, and perform data migration using TrellisPoint’s Migration Engine. Review & Launch – Joint review of migrated data and a 1-hour Dynamics 365 interface overview. Key Benefits: Optimized Data Mapping: TrellisPoint’s migration engine utilizes extensive pre-configured data mappings to reduce manual processes and cut migration time. Custom Data Matching: We ensure precise data transfer by matching and creating new custom fields to guarantee all data is moved accurately. Custom Data Cleansing: We work with you to cleanse outdated data, improve functionality, and create automated workflows tailored to your business processes. With TrellisPoint’s Migration Engine, the process is seamless, low-risk, and cost-effective. Ready to make the switch? https://lnkd.in/dsn2mHyx #Salesforce #Microsoft #Dynamics365 #CRM #Migration
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Salesforce to Dynamics 365 migration involves careful planning, data migration, and system configuration. Key advantages include better integration with #Microsoft tools, cost-effectiveness, and enhanced customization. #salesforce #dynamics365 #migration https://lnkd.in/dabEQKy6 👇 👇
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🚀 A data migration to Microsoft Dynamics 365 will help your organization boost operational efficiency and gain a competitive edge. Don't let this journey intimidate you — with the right partner and approach, you'll reap significant benefits. Start planning today to unlock the full potential of Dynamics 365. #dynamics365 #microsoftpartner #crm
Dynamics 365 Data Migration: A Step-by-Step Guide
https://waypathconsulting.com
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Migrating data from legacy systems to Microsoft Dynamics 365 is a game-changer for enhancing CRM capabilities! Here's where adopting a systematic approach will ensure a seamless transition, minimize downtime, and maximize performance. Let's outline some key steps for success: selecting relevant historical data, optimizing data, developing a comprehensive plan, assembling a competent team, maintaining thorough documentation, and reviewing and validating data. It also explains the Big Bang and Trickle migration methods and how to choose the right one for your needs. But that's not it, learn how partnering with experts like Demand Dynamics can simplify the migration process with their flexible pay-as-you-use model for migrations, implementations, consulting, and support. Read the full article: https://lnkd.in/dESGaBdu #DataMigration #CRM #MicrosoftDynamics365 #BusinessTransformation #CustomerExperience #DigitalTransformation #VE3 #ve3Global
Data Migration Blueprint: From Legacy Systems to Dynamics 365
https://www.ve3.global
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🤔 Thinking about your increasing Salesforce costs? Here's Why and How to Switch from Salesforce to Dynamics365? 🔁 🔹 WHY? According to Nucleus Research, 51% of Salesforce customers are considering switching due to comparatively high licensing costs: https://lnkd.in/eUwMktPq 💰 Here's a reference point on pricing and related savings that you can expect from a switch to Dynamics365: - Salesforce core CRM + advanced features + Generative AI features: 💲 390+ - Dynamics 365 Sales Premium SKU (limited offer): 💲 100 - Net savings on licenses: 💲 74% 🔹HOW? 📊 It may seem complicated but it's more straightforward than it appears: - Utilize a Salesforce sandbox to prepare the environments - Leverage predefined data transformation packages for accelerated data entity load from Salesforce to Dataverse while preserving integrity and history. - Re-platform custom developments using Power Platform. - Re-imagine your 3rd-party middleware for data synchronization with Microsoft Power Automate, Azure Logic Apps, or Azure Data Factory (as needed). - Migrate BI and reporting templates from Tableau to Microsoft PowerBI. 🔄 Savings on licensing costs are significant and often enough to fund the migration project and introduce new services to users, such as: - Native Office integration (Outlook, Excel, Word), Teams integration, SharePoint integration - Out-of-the-box Copilot for Sales, services, field services, etc. - Easier customization and management 📞 Curious to learn more? Get in touch: We'll demonstrate how we've successfully executed this with other clients and what the ROI looks like. https://lnkd.in/etRwMuqu
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Regional Director, Sales and Alliances at Neudesic. Customer Obsessed, Driving Business Value Through Digital Transformation
🤔 Thinking about your increasing Salesforce costs? Here's Why and How to Switch from Salesforce to Dynamics365? 🔁
🤔 Thinking about your increasing Salesforce costs? Here's Why and How to Switch from Salesforce to Dynamics365? 🔁 🔹 WHY? According to Nucleus Research, 51% of Salesforce customers are considering switching due to comparatively high licensing costs: https://lnkd.in/eUwMktPq 💰 Here's a reference point on pricing and related savings that you can expect from a switch to Dynamics365: - Salesforce core CRM + advanced features + Generative AI features: 💲 390+ - Dynamics 365 Sales Premium SKU (limited offer): 💲 100 - Net savings on licenses: 💲 74% 🔹HOW? 📊 It may seem complicated but it's more straightforward than it appears: - Utilize a Salesforce sandbox to prepare the environments - Leverage predefined data transformation packages for accelerated data entity load from Salesforce to Dataverse while preserving integrity and history. - Re-platform custom developments using Power Platform. - Re-imagine your 3rd-party middleware for data synchronization with Microsoft Power Automate, Azure Logic Apps, or Azure Data Factory (as needed). - Migrate BI and reporting templates from Tableau to Microsoft PowerBI. 🔄 Savings on licensing costs are significant and often enough to fund the migration project and introduce new services to users, such as: - Native Office integration (Outlook, Excel, Word), Teams integration, SharePoint integration - Out-of-the-box Copilot for Sales, services, field services, etc. - Easier customization and management 📞 Curious to learn more? Get in touch: We'll demonstrate how we've successfully executed this with other clients and what the ROI looks like. https://lnkd.in/etRwMuqu
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In the competitive world of ERP and CRM solutions, Microsoft Dynamics stands out against rivals like Salesforce, SAP, and Oracle. Here’s why Microsoft is at the top: Seamless Integration: Dynamics 365 works effortlessly with Microsoft products like Azure and Office 365, creating a unified ecosystem. Flexibility and Scalability: With a modular approach, businesses can customize their solutions and scale as needed. User-Friendly Interface: The intuitive design allows for quick adoption and high user satisfaction. AI and Analytics: Advanced AI features provide actionable insights, helping businesses make informed decisions. Strong Community: A vast network of partners and developers ensures robust support and ongoing innovation. Security and Compliance: Microsoft’s commitment to data security and regulatory compliance gives businesses peace of mind. While competitors offer valuable solutions, Microsoft Dynamics remains the go-to choice for organisations prioritising digital transformation. #cconsultingltd #MicrosoftDynamics #ERP #CRM #DigitalTransformation #Innovation #BusinessGrowth
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ENHANCE YOUR DYNAMICS 365 EXPERIENCE WITH THE RIGHT INTEGRATIONS! /// Elevating your business operations through Microsoft Dynamics 365 is more efficient when you integrate the right platforms. Our latest blog highlights effective integration strategies that can help you maximise efficiency: - Importance of integrating Microsoft Dynamics 365 with other platforms - Factors to consider when choosing platforms for integration - Top platforms for integrating with Microsoft Dynamics 365 🔗 Unlock the full potential of Dynamics 365 by exploring our comprehensive guide: https://vist.ly/34czh Take your business to the next level with strategic integrations today! #MicrosoftDynamics365 #BusinessIntegration #CRM #eCommerce #HRSoftware
Top Platforms to Integrate with Microsoft Dynamics 365
https://www.carbonandfinch.com
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#salesforce #snowflake This is a great read from @Ross Belmont With our updated SQL Adapter in Salesforce Connect, you can now deploy workflows and solutions in #CRM leveraging data from Snowflake without writing any code. - Use of Salesforce platform tools: Users interact with Snowflake data directly within the Lightning UI on desktop and mobile, allowing them to view and edit data related to their customers. You can build Flows, Reports, and more using Snowflake data — just like native Salesforce objects. This is all achievable without code, minimizing work for your IT team. - Avoiding ETL: Real-time calls to Snowflake’s SQL API avoid the downsides of copying or syncing records to duplicate storage in Salesforce. Avoid ETL hassles like sync failures and batch job management, and manage storage spend downwards. Improved security: Salesforce Connect does not copy, sync, cache, or log your data — ever.
Bring Snowflake Data In Seamlessly with Salesforce Connect
salesforce.smh.re
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Tired of waiting for new users to appear in Microsoft Dynamics 365? Our latest post explains how to instantly push in users to Dynamics 365. https://lnkd.in/gEcZDmQh #BTGRocks #CRM #Dynamics365 #MicrosoftDynamicsCRM #PowerPlatform
Dynamics 365 - Instantly Push New Users into Dynamics | Dynamics 365 | Beringer Technology Group
beringer.net
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🔍 Considering a move from Salesforce to Dynamics 365? Wondering where to start and how to navigate the transition seamlessly? Look no further! Our comprehensive guide has got you covered. From planning your migration strategy to executing the switch with Microsoft's support, we'll walk you through every step of the process. 🔄🎛 Get ready to unlock the full potential of Dynamics 365 and take your business to new heights! Let's make your migration experience smooth, efficient, and successful. Don't miss out on this opportunity to revolutionize your business operations! 🚀 https://bit.ly/4czPZTP #Salesforce #Dynamics365 #MigrationGuide #Microsoft #Australia #BusinessTransformation #CRM #BusinessApps #DigitalTransformation #Productivity #Collaboration #Innovation #ConsultingServices #Automation #CorporateSuccess #BusinessGrowth #BusinessTransformation #Sydney #EmpowerYourIdeas #ConsultingExcellence #Exhortek #TechnicalConsultants #WorkflowOptimization #SmallBusinessSolutions #EnterpriseTech
Migrating from Salesforce to Dynamics 365 with Microsoft - A Comprehensive Guide
exhortek.com.au
