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Nexer SalesForce to Dynamics 365 Migration Assessment
Nexer Group AB
We ensure a structured transition from Salesforce to Dynamics 365, with a thorough assessment, seamless migration, and process optimization to maximize the benefits of the new platform.
We ensure a structured transition from Salesforce to Dynamics 365, with a thorough assessment, seamless migration, and process optimization to maximize the benefits of the new platform.
Salesforce to Microsoft Dynamics 365 Migration
We provide a seamless migration from Salesforce to Microsoft Dynamics 365, ensuring minimal disruption and maximum efficiency.
Our services include: ✔ Comprehensive assessment of your current Salesforce environment ✔ Structured migration strategy tailored to your business needs ✔ Data mapping, cleansing, and secure transfer ✔ Process optimization and system integration ✔ User training and post-migration support
Assessment Details Day 1-2: Kick-off Meeting and Information Gathering Day 3-4: Requirements Analysis Day 5-6: Technical Evaluation Day 7-8: Workshops and Solution Architecture Day 9: AI and Automation with Microsoft Copilot Day 10: Review, Validation, and Final Presentation
Deliverables
✔ Detailed assessment report. ✔ Proposed Dynamics 365 architecture design. ✔ Migration and implementation roadmap. ✔ Best practice advisory for a seamless transition. ✔ AI and automation use cases with Copilot. ✔ Utilization plan for Dynamics Migration ✔ Tool to streamline data transfer.
Benefits
✔ Understand migration requirements and strategy clearly. ✔ Identify and manage risks proactively throughout the process. ✔ Plan for a seamless transition to Dynamics 365. ✔ Utilize advanced CRM features with AI and automation. ✔ Enhance business insights and customer experience. ✔ Achieve accurate and effective data migration with the Dynamics Migration Tool.
Ensure a smooth transition with our expertise, leveraging Dynamics 365’s full potential.
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