Real Clients, Real CRM Work
FIMC and TDECU are our two published Dynamics 365 migration stories, told in full below. The rest of these logos come from our work across five CRM platforms.
A Dynamics 365 Migration Planned Around Your Data
A Microsoft Dynamics 365 migration means moving your records into Dynamics 365 from another CRM or a legacy system. That might be Salesforce, or something older. Nothing gets lost or duplicated along the way.
We map fields and flag duplicates before a single record moves. Then we rebuild the process and automation inside Dynamics 365. The goal is to match how your team actually works, not the platform default.
We are a Microsoft Solutions Partner and sell no Dynamics 365 licenses. The migration plan follows your data, not a license target.
What a Dynamics 365 Migration Covers
Every migration engagement includes the following, scoped to what your data and process actually need:
Migration Audit
We review the source system's data, whether that's Salesforce, another CRM, or a legacy system.
Data Mapping & De-Dup
We map fields between the source and Dynamics 365, and flag duplicates before anything moves.
Process Mapping
We map how your team actually works today, so the Dynamics 365 setup matches it, not the default.
Automation Rebuild
We rebuild your workflow and automation logic in Dynamics 365, using Power Automate where it fits.
Staged Cutover
We move Dynamics 365 data in reviewed stages, so problems surface early and stay small.
Post-Migration Support
We stay on for the first weeks live, so any Dynamics 365 issue gets caught while the context is fresh.
From Source System to Live Dynamics 365
Here is how a typical Dynamics 365 migration runs, start to finish:
Discovery & Audit
We audit the source system's data and map what needs to move.
Map & Plan
We design the field mapping and migration plan, reviewed with your team before we start.
Migrate & Rebuild
We move the data and rebuild the process and automation in Dynamics 365.
Cutover & Support
We support the go-live and the first weeks of live use.
Dynamics 365 Migrations, Delivered
Two of the 45 published engagements document a migration into Microsoft Dynamics 365 by name, both from our archive:
Why Teams Choose Us for Dynamics 365 Migration
What a CRM-only migration partner gets you that a generalist cannot:
Confirmed Microsoft Solutions Partner
Our Microsoft Solutions Partner status is confirmed across six designations. It's a credential you can verify, not a claim on faith.
We Sell None of Them
We are not paid a license margin on any platform. The plan follows your data, not our commission.
Two Real Migrations, Publicly Documented
Both of our published Dynamics 365 migration case studies are named clients you can read in full. That's not a claim without a link behind it.
Automations Rebuilt, Not Just Records
We rebuild the workflow and Power Automate logic in Dynamics 365, not just carry the contact records across.
Related CRM Services
Below are the services teams often pair with a Dynamics 365 migration: