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Industry: Consultancy Firm

Migration from Salesforce to Dynamics 365 CRM

Microsoft Dynamics 365

Client Overview

The client is one of the leading IT consulting companies in the USA

Executive Summary

  • The client uses Salesforce for business processes and now the client decided to migrate to on-premises Microsoft Dynamics 365 CRM
  • They wanted to migrate all the data from the old Salesforce system to Dynamics 365 CRM without losing any information and without interfering with their current work while the migration is taking place
  • They don’t have a well-organized, technologically driven sales process, which results in lengthier sales cycles and a strong human element influence on sales success

Technology Stack


Microsoft Dynamics 365 (D365 Sales)


Power Automate, Power BI

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Dynamic 365 Customer Voice, Xero

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C#, .NET, JavaScript, CSS & jQuery