Connect With Us

Content Hub

Get in Touch

Our Presence



Salesforce to Microsoft Dynamic CRM

Migration From Salesforce To Dynamics 365 CRM

6 FEB 2018

Salesforce to Microsoft Dynamic CRM

The Client

The client is one of the leading IT consulting companies in the USA.

The Need

The client was leveraging Salesforce as their CRM solution and wanted to migrate from Salesforce to Dynamics 365 CRM (D365 Sales) for seamless integration with Microsoft stack, avoid hidden costs, and high license costs. Following were the needs of the client:

  • To replace the existing CRM system to address their needs and improve coordination of the overall sales, marketing, and customer service efforts.
  • To bring across all the data that was present in the existing Salesforce system to Dynamics 365 CRM without data loss and without interrupting their current work while the migration is in progress.

The Solution

Star Knowledge’s team of Dynamics 365 CRM consultants implemented Microsoft Dynamics 365 Sales for the client and migrated the data from Salesforce to D365 without interrupting their current work, any downtime, and data loss.

Results & benefits obtained

Following were the benefits obtained after implementation of Microsoft Dynamics CRM solution:

  1. The successful migration of accounts, contacts, notes, activities, and attachments from Salesforce CRM and we provided our client with a concrete, familiar CRM foundation.
  2. Microsoft Dynamics CRM provides a complete view of the customer for sales, marketing, and other activities, personal view as per users affectedly improved customer satisfaction.
  3. MS CRM Advanced Find searching ability allows CRM users to effortlessly query any information stored in Microsoft Dynamics 365 CRM and also add any related columns as per user needs in the search result.
  4. Communication is enhanced throughout the organization and improved access to the information and Data

Star Knowledge is a Microsoft Partner with over a decade of experience in delivering custom business solutions around Microsoft technologies. Our Microsoft consultants carry years of experience in Dynamics 365 customer engagement and D365 Sales (CRM) consulting services. When you’re looking to hire consultants for deployment or migration to Dynamics 365, Star Knowledge can help you in your unique business needs.

Our Recent Posts

APLUS to Office365
Migration of Aplus to Office365

Client A Pharmaceutical company in Silicon Valley USA having about 4500 employees’ around multiple time zones was using APLUS….

Office 365 Migration Services
Best Practices for Office 365 Migration

There is a huge debate across the globe on what could be the definition of the fourth revolution. From what I have been seeing for the last….

Office 365
How to Motivate and Improve Employee Engagement Using Office 365

There’s a lot of good work being done within organizations to enhance staff engagement and to help employees be more productive….

No Comments

Post A Comment