The world has turned itself into a digital community. Everything is now digital. And in this fast-paced world of digital platforms, Customer Relationship Management (CRM) has played an extraordinary role in development since 2017 till now.
By 2017 and 2018, CRM became the largest software market;
The Customer Relationship Management market was anticipated to prosper at a 13.7% Compound Annual Growth Rate (CAGR) by 2021.
While selecting the best CRM for a corporation can have numerous positive consequences. Sometimes, despite your best efforts, a CRM may be an inadequate fit for your business.
As a CRM and ERP, Microsoft Dynamics 365 has proved to be the best solution for businesses that want to propel development through a customer-centric approach. Microsoft Dynamics 365 is one of the biggest platforms enforced, with a 67% growth rate and a 47% revenue.
Many businesses and corporations migrate from Salesforce to Dynamics 365 to relish the flexibility and compatibility of functioning within Microsoft products.
Reasons for businesses to migrate from Salesforce to Dynamics 365
- Strategic Microsoft alliance ambition.
- Lower costs compared to Salesforce.
- Important investments and ROI from Microsoft on these businesses and corporations.
- The lesser total cost of license and supervision.
- Additional functionalities and modularities that Salesforce CRM does not provide.
- Comfortable and easy integration with Microsoft products and applications like Word, Office 365, PowerPoint, Excel, etc.
- You can quickly scale the use of the products and applications they need to use.
- No additional fee for essential add-on functionalities.
Benefits of Microsoft Dynamics 365
Let’s talk about why Dynamics 365 is an ideal choice for you if you wish to migrate from Salesforce to a better CRM platform.
- Get the latest analytics:
Microsoft Dynamics 365 lets you collect data that keeps you notified and authorizes you to make promising conclusions by specifying and prioritizing key opportunities.
- Cut down delays with centralized information:
Concentrated information in the procedure can assure you can access information across the company or the organization.
- Multi-channel marketing capabilities:
Microsoft Dynamics 365 proposes commerce abilities that facilitate you to specify the types of statements or messages you should send your clients
- AI-informed processes:
AI-informed and operated CRMs provide real-time insights and access into clients’ behavior, recognizing and identifying buying patterns that turn into transformation possibilities.
Because of Microsoft’s investment in AI and machine knowledge, they continue to be a leader in this field and assist in increasing productivity and helping you grow through advanced insights.
- Exceptional customer experiences:
Microsoft Dynamics 365 can help you enhance your client experience by utilizing information and intellect, which encourages you to deliver customer service that satisfies your customer’s anticipations, builds confidence, and keeps them faithful.
- Deployment options:
With Dynamics 365, you can select whether you want to use an on-premise solution or through the cloud. If you are migrating from Salesforce, having more than one deployment alternative with CRM for Dynamics 365 is an extravagance.
An important reality is that migration from Salesforce to Microsoft Dynamics 365 can be complicated and even destroy or disturb your business to a huge extent. So if you intend to migrate from the Salesforce system to Dynamics 365, you need to keep an eye on a few factors.
Important things you need to look for before migrating from Salesforce to Dynamics 365
The foremost best technique you can put into action to ensure your migration from Salesforce to Dynamics 365 successfully gets the right parties and multitude involved early on in the planning procedure to have advocates aligned when the migration to Dynamics 365 happens.
When migrating to Dynamics 365, change management mandates a surplus of upfront planning. This way, the actual migration process from Salesforce to Microsoft Dynamics 365 obeys the detailed plan from the data migration
Deployment options for Dynamics 365:
Dynamics 365 Online – It is the most identical to your Salesforce CRM deployment. This online deployment opportunity allows you to access your CRM data from anywhere and on any device connected to the internet and ensures that the users are connected to their data anywhere at any time.
Dynamics 365 On-Premises – An On-Premises deployment is a customer connection management business solution that assists you in enhancing marketing abilities for your company, pushing your sales higher, and providing outstanding customer assistance to your customers and users.
Dynamics 365 in a Private Cloud – This distribution option for Dynamics 365 solution is comparable to on-premise.
The most significant advantage of a Private Cloud is that you don’t have to supervise the infrastructure of organizing services.
Data migration: Industries today have to deal with extensive data and information because ample data and data migration have become topics of supreme significance for organizations and business administrators.
Migration from Salesforce To Dynamics 365:
Migration from Salesforce to Dynamics 365 can undoubtedly be a challenge for you, especially if you are performing it for the first time and have no prior experience.
But, there is a method to schedule your data migration to assure a smooth and coherent data migration method in a few simple and easy steps.
- Planning :
Evaluate and discover the database and specify what part of the data needs to be migrated. This step is very important, and it assists in defining the most reasonable migration.
Once determined, map domains from the quotation strategy to the complementary target fields/entities in CRM.
Now extract the data from the source systems in the CRM.
Next, transfer the data (including changing data types, formats, and data cleansing and duplication ) to back down with Dynamics 365 CRM.
Now import the information into the Dynamics 365 system through automated scripts and tools, or you can choose the manually functioning systems.
The final and vital part of the data migration procedure is ascertaining if the data is relocated and migrated successfully. You can do so by comparing record counts or spot-checking records.
Migrating to Dynamics 365 uncovers and exposes your business to promising possibilities. It comes with rich characteristics and comprehensive capacities to adjust every company and corporation to their extraordinary business needs.
If you are still a Salesforce user and wish to benefit from Microsoft Dynamics 365, now is the right time. Following the abovementioned steps, you can easily migrate from Salesforce to Dynamics 365.