Why Is Dynamics 365 Better?
What to Consider Before Migrating Your Data
How to Migrate Your Data From Salesforce to Dynamics 365
Integrate it to Other Platforms for Ease of Use
Leave Your Data Migration to an Expert
You were unable to keep up with the flow of leads. You did not know what your sales department is up to. Or your reporting process took too much time and effort. So, you decided to use a CRM like Salesforce.
Salesforce is famous for a reason. As a business owner, you want to gather information about every individual account, task, and contact. Salesforce will be a perfect choice to consider. It tracks all details you need in real-time, helping you make a quick and reliable decision.
With full access to customer information, you can thoroughly make plans to achieve better results. Salesforce also allows organizations to create reminders on calendars. So, it will be easy to follow up with upper management, account managers, customers, and other concerned parties.
Salesforce can also lead to time management, team collaboration, and 24/7 information accessibility, making it one of the sought-after platforms to try for businesses of all sizes and niches.
But the CRM lacks customer support, requires user permissions, compromises data integrity, and lacks usable dashboards or reports. Salesforce is also challenging to navigate and operate. Plus, it is not as intuitive as companies imagine.
Why Is Dynamics 365 Better?
Are you searching for a better alternative? It is time to migrate your data to Dynamics 365. But what makes it different from Salesforce?
–Dynamics 365 provides add-on functionality without additional costs. Its Microsoft Dynamics Cortana Intelligence, for example, can be enjoyed without extra charges.
Salesforce, however, sells other CRM functionalities at an additional cost. So, no wonder businesses have started switching to Dynamics 365.
–Easy and effortless integration with other Microsoft products. Managing potential leads in the sales funnel is tricky. So, businesses do not deserve a CRM integration that takes a lot of effort. Dynamics 365 is different. It is easy to incorporate into Word, Outlook, Office 365, Excel, PowerPoint, and other existing Microsoft products.
–It provides connections to Power BI and Microsoft Power Apps. As a cloud-based business intelligence service, Power BI is designed to convert data into easy-to-understand information. Thanks to its intuitive tables and other visualizations. On the other hand, Microsoft Power Apps is a development platform for any web and mobile application. It is designed for citizen developers to create an innovative and high-end application like a pro.
–Microsoft Dynamics 365 is more cost-effective. It also provides different pricing plans, such as sales professional, sales enterprise, sales premium, and Microsoft relationship sales.
The Microsoft relationship sales plan costs around $162 per user. The unlimited CRM power or support at Salesforce is available at $300.
–It allows organizations to scale their usage of the apps and products they need to employ.
What To Consider Before Migrating Your Data
It is a big mistake to migrate your data from Salesforce to Dynamics 365 right away. While you are tempted and excited to upgrade to a better CRM, unplanned data migration can lead to pitfalls you never imagine to happen.
Here are common things to consider before data migration:
Plan Ahead
Confucius said that a man who does not plan ahead would find trouble at his door.
Dynamics 365 provides many possibilities. But migrating your data to the CRM without a careful and thorough plan can lead to a disaster. Whether it is your first time migrating data or you are less tech-savvy, a qualified office 365 consultant can come to your rescue.
Assess and Examine the Data in Your Source System
Before we relocate to a new home, we need to ensure our house is in order. Migrating to another CRM is the same thing.
Before turning to Dynamics 365 and even other CRMs, you need to examine and evaluate the data in Salesforce. Then, compare every field to Dynamics 365. While it takes time to organize the data in your source system, it is worth it.
If Dynamics 365 has fields Salesforce does not have, do not worry as you can create one, and a capable microsoft dynamics consultant can help make the process seamless and simple according to your requirements.
Data Cleansing
You are done with planning and assessing. It is time to clean up and prepare your data for migration.
You can remove address data anomalies, errors in bulk, and repeat patterns of data fields. The fewer data to be migrated, the more convenient the process will be.
How to Migrate your Data From Salesforce to Dynamics 365
Migration of data is tricky. There are two common variations that influence and affect migration, including export and import.
In export, not every data field in your Salesforce and other source codes can be extracted because Dynamics 365 may not obtain them. Then, remember to mark every field you need to take out “visible.” Plus, outline them accurately and be sure it has precise letter cases to avoid other problems in the future.
In import, you can use the data import template of Dynamics 365. It is user-friendly, easy to navigate, and perfect for those who do not have prior experience. You must prepare the import a week or two before your data migration for your security and convenience.
Integrate it to Other Platforms for Ease of Use
Once you have switched to Dynamics 365, your job does not stop there. Integrating your CRM to other platforms will be next.
Like Salesforce, Dynamics 365 is built to incorporate other third-party systems, including Power BI, Business Central ERP, Flow, Office 365 Suite, and more.
When searching for services that translate data away from Salesforce to Dynamics 365, there is no need to look further than the Kingsway Soft or Scribe. It is an excellent solution for complicated migrations.
Leave Your Data Migration to an Expert
Nothing can really beat the services of an Office 365 consultant. From quality migration, competitive rate to fantastic customer support, a capable and experienced Office 365 consultant has them all.
So, when you need to switch to Dynamics 365, the right specialist can get the job done for you.
