Migrate Salesforce to Dynamics:1-Wk Implementation

Microsoft Dynamics 365 is the leading solution for AI-powered salesforce automation, marketing, and customer service. 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.

This 1-week blueprint is designed to securely and efficiently migrate up to 100,000 of your critical Account, Contact, and related users from Salesforce to Dynamics 365.

• Streamlined data-mapping
TrellisPoint’s exclusive migration engine utilizes extensive pre-configured data-mappings to reduce manual processes and cut migration time.

• Custom data matching
TrellisPoint ensures precise data transfer by matching and creating new, custom fields to guarantee all data is moved accurately.

• Custom Data cleansing
We’ll work with you to cleanse outdated data, enhance functionality, and create automated workflows tailored to your business processes.

Migration Roadmap

• Day 1 Assessment & Data Collection
  • Provide Assessment Web meeting
  • Gather existing Salesforce system details
  • Collect sample data for out-of-the-box Account & Contact data fields to be migrated
  • Audit Salesforce database to identify current, retired and deleted users
  
  
• Days 2-4 Cloud Deployment
• Deploy an out-of-the-box Microsoft Dynamics 365 Cloud environment
• Import all identified historical Salesforce.com users into Microsoft Dynamics 365
• Assign licenses and existing Salesperson security role to Microsoft Dynamics 365 users
• Perform data migration using TrellisPoint’s Migration Engine


• Days 5 Review and Launch
• Joint review of migrated data
• Provide 1-hour Microsoft Dynamics 365 interface overview

All migration is subject to certain assumptions about the data to be migrated from Salesforce.com to Microsoft Dynamics 365. To perform any migration, TrellisPoint must have login credentials and access to the Salesforce.com API.

Estimates for extending this implementation to include additional entities, fields, configurations, customization, etc. will be provided upon request.