Microsoft Dynamics 365 Migration

Definity First

Our migration services make transitioning to Dynamics 365 from your CRM seamless and uninterrupted. By migrating, you unlock advanced features like automation, analytics, and collaboration.

Duration: 4-6 weeks

Cloud solutions are transforming the way organizations operate and offer numerous benefits. Successful companies have growth strategies that prioritize flexibility, scalability, and collaboration.

Our migration services help you transition from your CRM to Dynamics 365. We understand the importance of maintaining business continuity and thus ensure that the migration process is hassle-free with minimal downtime.

Migrating to Dynamics 365 unlocks the platform's full potential and upgrades your business. You'll gain access to advanced features like automation, advanced analytics, and enhanced collaboration, allowing you to optimize your business processes and streamline workflows.

Our process involves three main steps:

  • Connect: We engage with your organization's team members to gain insights into their business objectives, areas for improvement, and end goals to determine the most appropriate migration strategy.
  • Analyze: Our team comprehensively analyzes your current IT landscape and solution to identify the most effective approach for migrating to the Microsoft platform. We evaluate compatibility, data integrity, and system performance to ensure a seamless migration.
  • Assess: We provide detailed insights into licensing and costs associated with upgrading to Dynamics 365, helping you to make informed decisions on the most cost-effective migration strategy.


  • Provide a full scope of implementation, schedule, resources, and budget.
  • Initial data migration from existing CRM to Dynamics of up to 5 entities/tables, such as contacts, leads, opportunities, etc.
  • Setup of up to 30 users (in up to 3 different roles)
  • Configure up to 2 Out of Box (OOTB) business workflows.
  • Configure up to 10 OOTB business rules.
  • Configure up to 5 Power BI custom reports and up to 2 custom dashboards.
  • Up to 50 custom fields or form customizations.
  • Functional training: 2 sessions of 1 hr. each.
  • Technical training: 1 session of 1.5 hr.
  • Supplemental 3rd part components and integrations options
  • Data migration requirements.
  • Post Go-Live Strategy.
  • Power BI and Reporting.
  • You will be up and running in 4-5 weeks.

Why Definity First? As a leading Microsoft Partner with over 19 years of experience, we have extensive expertise in leveraging Microsoft's suite of business solutions to revolutionize business operations. Our specialization in Dynamics 365 makes us uniquely equipped to transform your business operations, and our Discovery Session offers valuable insights to help your business achieve new levels of success. By partnering with Definity First for your Dynamics 365 implementation, you can be confident that you are working with a team of experts dedicated to your success.

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