Microsoft Dynamics 365 to Salesforce Migration

Custom entities usually become custom objects in Salesforce. Option sets map to picklists, and relationships map to lookup or master-detail fields. Workflows, business rules, business process flows and Power Automate flows are documented and rebuilt as Salesforce Flows, validation rules and guided processes. We strip out unused customisation along the way and test each rebuilt process in a sandbox, so the teams moving over are not dragging years of accumulated complexity with them.

Each object is validated by reconciling record counts and comparing sampled values against Dynamics, and a delta load at cutover makes sure nothing created during testing is lost. Users are trained on the new objects, page layouts and permission model before go-live, with role-based access set up to match your compliance requirements. A short hypercare period follows launch. Our Salesforce services cover training, support and ongoing improvement after the move.