Salesforce to Microsoft Dynamics 365 Migration Services

Microsoft Dynamics 365 isn’t just another CRM—it’s a comprehensive, scalable business platform designed to adapt to your evolving needs. Here’s what makes it the ideal upgrade:

Integrated Ecosystem

Work smarter with native integrations to Microsoft Teams, Office 365, and more, creating a seamless environment where your tools work together effortlessly.

AI-Powered Insights

Leverage AI tools like Copilot to transform data into actionable insights, automating tasks and supporting smarter decision-making.

Cost Efficiency

Save on licensing costs while gaining a flexible, scalable platform that adapts to your business needs without compromise.

Custom Workflows

Tailor Dynamics 365 to fit your unique processes, from dashboards to automation, ensuring it perfectly for your team.

Discovery & Planning

We conduct a detailed audit of your Salesforce setup, identify your requirements, and map out the migration strategy tailored to your business goals.

Data Migration & Cleansing

We transfer your Salesforce data to Dynamics 365 with minimal risk, ensuring it’s accurate, secure, and optimised for future use.

System Configuration

Dynamics 365 is configured to match your existing workflows, while unlocking new efficiencies with customisable features and tools.

Integrations

We connect Dynamics 365 with the rest of your Microsoft ecosystem—Teams, SharePoint, Power BI, and more—for an integrated experience.

Training & Support

Your team is equipped with the knowledge and tools to hit the ground running, with ongoing support to ensure a smooth adoption.

Salesforce Migration: A Proven Approach for a Seamless Transition

We understand that migrating a CRM is a big decision, involving more than just transferring data—it’s about ensuring your business operations remain uninterrupted while setting up a foundation for future growth. That’s why our team has developed a comprehensive migration process that focuses on minimising disruptions, preserving data integrity, and optimising Dynamics 365 for your unique business needs.

With our proven approach, we don’t just migrate your system—we ensure that your workflows are streamlined, your team is supported, and your new CRM is ready to deliver results from day one.

Working With 365 Mechanix

When it comes to migrations, experience and precision are essential to success. A smooth transition requires not just technical expertise but also a deep understanding of your business goals and processes. That’s why businesses trust us to deliver migrations that are efficient, secure, and tailored to their needs.