Services · Microsoft Dynamics 365 · CRM migration

Move to Dynamics 365 with your history intact.

Q: How long will sales be without a CRM?

Hours, not days. The old CRM is frozen, a final delta load runs, and the team starts in Dynamics the same day. The old system stays read only for reference.

Q: What happens to our Salesforce automations?

They are rebuilt in Dynamics, not copied. Flows and process builders are documented, and the ones still needed are rebuilt with Dynamics workflows or Power Automate. The ones nobody uses are retired.

Q: How do we know the data is right?

A reconciliation report, signed off by your team. Record counts per object, field by field samples and the duplicates merged are all reported and checked in the sandbox before cutover.

Q: Can you migrate from spreadsheets?

Yes, and it is often the cleanest start. We consolidate the sheets, deduplicate, standardise and model the data once, so the CRM is populated on day one.

Migration from Salesforce, Zoho, HubSpot, Pipedrive or spreadsheets into Dynamics 365, with every field mapped, duplicates resolved and activity history preserved, checked in a sandbox before anything goes live.

The migration is the part that decides whether the team trusts the new CRM. We treat it as the project, not as a step at the end of one.

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Built for: Sales and service teams moving off another CRM or a spreadsheet onto Dynamics 365.
Typical timeline: Four to eight weeks for most CRMs. Longer where there are custom objects or several years of attachments.
What you own: Your data in your tenant, with a field mapping document and a reconciliation report.
Rated: 4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

What you get

What a CRM migration covers.

Mapping, cleaning, loading and checking, with the team trained on their own records before the cutover. We deliver CRM migration for moves such as Salesforce to Dynamics 365, with every field mapped before anything is moved.

Explain your project

Field mapping
Every object and field in the source mapped to Dynamics, with custom fields modelled rather than dropped.
Nothing your team relied on disappears in the move.
Deduplication and cleaning
Duplicate accounts and contacts merged, formats standardised, dead records archived, before import.
The new CRM starts cleaner than the old one.
History and attachments
Activities, notes, emails and attachments migrated with their dates and owners.
A rep opens a customer and sees the last five years, not a blank page.
Sandbox load and reconciliation
Full load into a sandbox, record counts and sample checks reconciled against the source, signed off by your team.
You see your data in Dynamics before you commit to the switch.
Cutover plan
A dated plan for the freeze, the final delta load and the first day, with the old CRM kept read only.
No lost deals in the gap between systems.
Training on real records
Role based training on your migrated data, so the first thing a rep sees is a customer they know.
Adoption starts on day one because the system already looks like theirs.

Who this is for

Three migrations we see most often.

Every CRM stores things its own way. These are the common starting points and what each one needs. In a Salesforce to Dynamics 365 move, the data migration is rehearsed in a sandbox until the counts match.

From Salesforce

Custom objects, flows and years of history. Mapped object by object, with the automations rebuilt in Dynamics rather than copied.

Objects mapped, automations rebuilt.

From HubSpot, Zoho or Pipedrive

Simpler models with marketing data attached. The pipeline moves cleanly; marketing lists and sequences are rebuilt where Dynamics Marketing is in scope.

Pipeline first, marketing where needed.

From spreadsheets and inboxes

No single source. We consolidate, deduplicate and model the data once, and the team gets a CRM that is already populated.

Consolidated and deduplicated.

Four steps from the old CRM to a trusted new one.

01MapEvery object and field is mapped, custom fields are modelled, and the deduplication rules are agreed with the team.
02Clean and loadData is extracted, cleaned and loaded into a Dynamics sandbox with history and attachments.
03ReconcileCounts and samples are checked against the source and signed off by the people who know the data.
04Cut overA freeze, a final delta load and a first day with support in the room, with the old system read only for reference.

How we work together

Three ways to buy a CRM migration.

Usually fixed scope, because the source is known. A dedicated team suits a migration bundled with a wider implementation. Clients usually come to us for CRM migration when the data migration is the part nobody wants to own.

Fixed scope

A defined implementation with a deadline

We agree what the system has to do, write it down with a price and a date, and deliver exactly that. Changes are priced before they are made, not discovered on the invoice.

Written scope and acceptance criteria
Fixed price and delivery date
A sandbox you can open every week
30 days of fixes after go-live

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Dedicated team

An estate that keeps evolving

Named consultants and developers who work your hours, join your standups and stay on your tenant. You direct the backlog; we own the quality of what ships.

Senior consultants, not a rotating bench
Your tenant, your tools, your process
Monthly, cancel with 30 days notice
A lead who answers for the team

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Retainer

Something live that needs looking after

A monthly block of hours for improvements, release wave testing and the small requests that otherwise wait months. Unused hours carry for a quarter.

Agreed response times
Release waves tested in your sandbox first
A monthly report of what changed and why
Priority access to the same team that built it

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Technology

What we build this with.

Chosen to fit the problem and the team who will own it afterwards.

01Business platforms

Microsoft Dynamics 365
Business Central
Power Platform
Odoo

02Data and cloud

PostgreSQL
MySQL
MongoDB
AWS
Azure
Docker

Questions people ask before migrating a CRM.

Will we lose history or attachments?

No. Activities, notes, emails and files move with their dates and owners.

We migrate activity history and attachments as part of the scope, not as an optional extra, because a CRM without history is a CRM the team does not trust.

How long will sales be without a CRM?

What happens to our Salesforce automations?

How do we know the data is right?

Can you migrate from spreadsheets?

Services that usually go with this one.

Microsoft Dynamics 365 and CRMThe whole lane: Dynamics 365, Business Central and the Power Platform around them.Dynamics 365 consultantsSales, Customer Service and Marketing scoped to your pipeline.Sales automationRouting, follow-ups and stage rules that remove the admin.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews

Move to Dynamics 365 with your history intact.

What a CRM migration covers.

Field mapping

Deduplication and cleaning

History and attachments

Sandbox load and reconciliation

Cutover plan

Training on real records

Three migrations we see most often.

From Salesforce

From HubSpot, Zoho or Pipedrive

From spreadsheets and inboxes

Four steps from the old CRM to a trusted new one.

Three ways to buy a CRM migration.

Fixed scope

Dedicated team

Retainer

What we build this with.

Questions people ask before migrating a CRM.

Services that usually go with this one.

Tell us what the business needs. We will tell you what to build first.