Your legacy CRM to Dynamics 365 Sales migration checklist
Zero data loss. Fixed-price statement of work. Committed go-live date. Two dry runs before we touch your production data. Salesforce, HubSpot, Zoho, SugarCRM, Pipedrive, or Dynamics CRM 2016: we migrate from any system.
Submit your brief → call within 48 hours → scoped migration proposal in 3 days → discovery begins within 1 week of sign-off.
Before and after Dynamics 365 Sales
Every quarter you stay on a legacy customer relationship management, the cost and capability gap widens. Toggle between the two states to see what changes on go-live day.
$165 to $325 per user per month
Salesforce Enterprise plus add-ons. Renewal costs escalate 7 to 12 percent annually. Add Tableau for reporting at 75 dollars per user, artificial intelligence at 50 dollars per user, and connectors at 800 dollars per month and the total exceeds your entire software budget.
Outlook sync is broken or one-way
Salesforce for Outlook is deprecated. HubSpot Outlook sync is one-directional and unreliable. Your representatives work across two systems and update customer relationship management records manually, which means records are always a day behind.
Reporting requires Tableau at $75 per user
Salesforce native reports are limited. Real pipeline analytics require a separate Tableau subscription. HubSpot Analytics does not connect to Excel or any business intelligence tool without middleware that breaks with every update.
Artificial intelligence costs an extra $50 per user per month
Einstein artificial intelligence is not included in Salesforce Sales Cloud Enterprise. It costs an additional 50 dollars per user per month for basic predictive scoring. Your sales team makes decisions without artificial intelligence because the artificial intelligence budget was cut.
Your data lives in a proprietary silo
Your Salesforce or HubSpot data does not live in the Microsoft data plane. Every connection to Power BI, SharePoint, or Teams requires a third-party connector license that breaks with every platform update.
Dynamics CRM 2016 is end of life
Microsoft ended support for Dynamics CRM 2016 (version 8.2) on January 13, 2026. No security patches, no compliance updates, no new features. Staying on it is a growing security liability with every passing month.
Built for every stakeholder in the decision
Better pipeline visibility, artificial-intelligence-assisted selling, and a customer relationship management your representatives actually use.
Your representatives avoid the legacy customer relationship management because it lives outside their daily workflow. Dynamics 365 Sales puts records inside Outlook and Teams. Copilot for Sales surfaces next best actions, meeting prep briefs, and call summaries automatically.
- Pipeline health score and deal risk signals powered by Copilot artificial intelligence
- Automatic email and meeting activity logging from Outlook
- Sales forecast accuracy with Power BI embedded dashboards
- Full pipeline history migrated from your current customer relationship management on day one
Consolidate customer relationship management into the Microsoft stack and eliminate integration maintenance.
Salesforce and HubSpot require ongoing integration maintenance to connect to Microsoft 365, Azure Active Directory, and SharePoint. Every interface update breaks something. Dynamics 365 Sales runs on the Microsoft Power Platform and connects natively without a single middleware connector.
- Azure Active Directory single sign-on with no separate identity federation
- SharePoint document management linked directly to customer relationship management records
- Power Automate replaces workflow automation with no extra license
Cut customer relationship management licensing costs by 25 to 35 percent without sacrificing capability.
For a 50-user team on Salesforce Sales Cloud Enterprise with Einstein artificial intelligence and Tableau, you are spending 275 to 375 dollars per user per month, which is 165,000 to 225,000 dollars per year. Dynamics 365 Sales Enterprise with Copilot is 145 dollars per user, or 87,000 dollars per year. The migration pays for itself in the first year.
- 30 to 40 percent average annual licensing reduction versus leading legacy customer relationship management
- Elimination of third-party connector costs (middleware, application interface tools)
- Fixed-price migration statement of work with no cost overrun risk
Migrate cleanly without rebuilding workflows, losing history, or disrupting active deals.
A bad customer relationship management migration leaves Sales Operations spending months rebuilding reports and fixing duplicates. Redefine Innovations maps every custom field, picklist, workflow, and sequence from your source system before writing a single line of migration code. Two dry runs with full reconciliation reports let you validate the data before production cutover happens.
- Full field-by-field mapping document before migration begins
- Active opportunities, tasks, and scheduled activities migrated live
- Report and dashboard templates rebuilt in Power BI for go-live day
Everything that matters migrates with you
A Redefine Innovations migration is not just a data dump. Every entity, relationship, and workflow is mapped, validated, and rebuilt correctly in Dynamics 365 Sales before you go live.
Every contact, account, and their relationships
All contact records, account records, and account-contact relationships migrate with full field fidelity. Custom fields, picklist values, and account hierarchies are preserved exactly as they were in your source customer relationship management.
Open pipeline, closed history, stage model
All open opportunities migrate with their current stage, owner, close date, and linked contacts. Closed-won and closed-lost history up to 3 years migrates intact. Your sales stage model is recreated in Dynamics 365 Sales before any data moves.
Calls, emails, tasks, meetings, notes
Every logged call, sent email, scheduled task, meeting record, and note migrates with its original timestamp, owner, and linked entity. Your representatives land in Dynamics 365 Sales with full customer interaction history on day one.
Every field and object your team built
All custom fields on contacts, accounts, opportunities, and leads are mapped to Dynamics 365 Sales equivalents or created as new custom columns. Custom objects from Salesforce are recreated as Dataverse custom tables with full relationship mapping.
Sequences and automations rebuilt for Dynamics 365 Sales
Sales sequences, lead routing rules, and automated notifications are recreated natively in Dynamics 365 Sales using Power Automate and the built-in sequence engine. Marketing, enterprise resource planning, and support integrations are scoped and rebuilt using standard Microsoft connectors wherever possible.
Five stages. Zero surprises.
Every migration follows the same five-stage process. Each stage has defined exit criteria and client sign-off before the next begins. You see every record count and reconciliation report before we touch your production system.
Calculate your migration savings
Adjust the sliders to match your team. The calculator shows your annual saving from switching to Dynamics 365 Sales Enterprise with Copilot for Sales.
What a successful migration looks like
US-based promotional products assembly and distribution company running Business Central, needing a unified customer relationship management to manage leads and sales pipeline with seamless enterprise resource planning integration.
The client needed a customer relationship management to manage incoming leads and prospect interactions integrated with their existing Business Central environment. Manual call handling, no lead capture automation, and disconnected data between sales and operations created bottlenecks and missed pipeline opportunities.
Dynamics 365 Sales Enterprise was implemented with full Business Central integration, Teams calling, Power BI dashboards, Virtual Agents chatbot, and Outlook plugin, all delivered in a single engagement.
"We had 11 years of Salesforce data, 22,000 contacts, 4,800 accounts, and a complex opportunity stage model. Redefine migrated everything in 13 weeks with no downtime and no lost records. Our team was in Dynamics 365 Sales on Monday morning and never looked back."
The Microsoft platform your legacy customer relationship management was never part of
Dynamics 365 Sales is not connected to the Microsoft ecosystem. It is part of it. Every integration listed below works natively with no middleware, no connector license, and no integration maintenance.
View and update customer relationship management records from inside any email. Log calls, schedule follow-ups, and track email engagement without leaving Outlook.
Deal-specific Teams channels surface live opportunity data. Sales calls in Teams are transcribed, summarised by Copilot, and logged to the customer relationship management automatically.
Power BI dashboards are embedded directly into Dynamics 365 Sales records. Pipeline health, forecast accuracy, and representative performance update in real time without manual exports or Tableau.
Proposals, contracts, and customer documents stored in SharePoint are linked directly to account and opportunity records in Dynamics 365 Sales. Every document is version-controlled and searchable from inside the customer relationship management.
Marketing-qualified leads flow directly into Dynamics 365 Sales with full engagement history. Sales and Marketing share one data model, eliminating the duplicate records and sync conflicts that plague disconnected platforms.
Customer service cases are visible inside Dynamics 365 Sales account records. Sales representatives see open tickets, case history, and satisfaction scores before calling a client, eliminating the blind spots that cause churn.
Six commitments from your legacy CRM to Dynamics 365 Sales migration partner
Every risk listed here is eliminated by contract before the project begins. Not promised after the fact, but committed in writing as named statement of work terms.
Zero Data Loss
Every record that exists in your source customer relationship management on cutover day exists in Dynamics 365 Sales on go-live morning. Verified by reconciliation report. Any discrepancy is fixed at no additional cost.
100 percent record reconciliation required before production cutover proceeds. Written into contract.
Two Dry Runs Before Cutover
Your data is migrated into a sandbox environment twice before we touch production. Each dry run produces a full reconciliation report. You validate record counts and field accuracy with sign-off required.
Two dry runs with client reconciliation sign-off required before any production migration begins.
Fixed-Price Statement of Work
The price quoted in the statement of work is the price you pay. If configuration takes longer than estimated, that is our problem. Zero unplanned change orders across 47 completed migrations.
Fixed-price engagement. Overruns are partner responsibility.
Committed Go-Live Date
Every migration statement of work names the go-live date. If Redefine Innovations fails to meet the date due to our delivery team, we extend the hypercare period by 30 days at no charge. The date is a delivery commitment, not an estimate.
Named go-live date. Partner-caused delays trigger a 30-day hypercare extension at no cost.
30-Day Hypercare Included
Every migration includes a 30-day hypercare period after go-live. Priority issues are resolved within 4 business hours. Daily check-ins for the first 2 weeks. Your team is not left to figure it out alone after cutover day.
30-day hypercare with 4-hour priority response service level agreement included in every package.
Source CRM Read-Only for 60 Days
Your legacy customer relationship management is not cancelled on go-live day. Redefine Innovations maintains it in read-only state for 60 days after go-live, giving you a safety net if any historical record needs to be referenced or rebuilt in Power BI.
Source system maintained read-only for 60 days. Client controls the cancellation timing.
Migration questions answered directly
Migrations for 25 to 75 user customer relationship management environments with standard data complexity take 10 to 16 weeks from signed statement of work to go-live. Redefine Innovations averages 14 weeks across 47 completed migrations. Timeline depends on record volume, custom object complexity, integration count, and data quality in the source system. A migration from Salesforce Enterprise with 50,000 records and 3 integrations typically takes 14 to 16 weeks. A migration with 10,000 records and no integrations can complete in 10 to 12 weeks.
Contacts, accounts, leads, opportunities with open and closed history up to 3 years, activities including calls, tasks, emails, and meetings, notes, attachments, custom fields on all standard objects, and custom objects remapped to Dataverse tables. Automated workflows and sequences are recreated natively in Dynamics 365 Sales using Power Automate. Email templates are recreated in Dynamics 365 Sales. Reports and dashboards are rebuilt in Power BI for go-live day.
No. The migration runs in parallel with your existing customer relationship management. Your sales team continues using the legacy system through the entire migration process including both dry runs. The final production cutover happens over a weekend. A delta sync captures any records created or updated in the source system during the cutover window, so no pipeline activity is lost. Your team arrives Monday morning with Dynamics 365 Sales live and the source system in read-only mode.
Essential migrations starting at $18,000 fixed price cover up to 5,000 records, 25 users, and 1 integration. Professional migrations from $32,000 to $55,000 cover up to 25,000 records, 50 users, 3 integrations, and custom objects. Enterprise migrations with complex data models are quoted after a paid discovery sprint. All are fixed-price statements of work. The fee covers the complete migration including two dry runs, field mapping, data cleansing, workflow recreation, user training, and 30-day hypercare.
Yes, and the integration story is significantly stronger than other customer relationship management platforms if you run Business Central, Dynamics 365 Finance, or Dynamics 365 Supply Chain. The native integration connects quotes, orders, invoices, inventory availability, and customer credit data to records without middleware. For enterprise resource planning systems outside the Microsoft stack, Power Platform connectors or custom application interface integrations are scoped during the discovery phase and built as part of the migration engagement. See our migration hub for full enterprise resource planning integration details.
A fixed-price migration is a fit when
We would rather tell you straight than take an engagement that will not serve you. Here is who this migration is built for, and who it is not.
- You run Salesforce, HubSpot, Zoho, Pipedrive, SugarCRM, or an end-of-life Dynamics CRM 2016 and want off it.
- You have a sales team of 25 to 200 users already working inside Microsoft 365.
- You want predictable fixed-price scope, not an open-ended time-and-materials engagement.
- Your team can give a few hours a week to reviews and sign-offs across the migration window.
- You want a brand-new customer relationship management built from scratch with no source data to carry over.
- You are committed to staying on your current platform and only want connector maintenance.
- Your team is under five people, in which case a packaged fixed-scope migration is more than you need.
- You need a production cutover this week with no time for two dry runs and reconciliation sign-off.
Not sure? Tell us your situation and we will be straight with you.
Fixed-price migration. No surprises.
Three packages cover the full range of legacy customer relationship management migration complexity. Every package includes two dry runs, field mapping, workflow recreation, user training, and 30-day hypercare.
Ideal for small teams migrating from HubSpot, Zoho, or Pipedrive with clean data and minimal customisation.
Request Assessment- Up to 5,000 total records
- Up to 25 named users
- 1 external integration
- 2 migration dry runs with reconciliation reports
- 30-day hypercare included
- Custom objects
For mid-market teams migrating from Salesforce Enterprise or HubSpot with custom objects, workflows, and multiple integrations.
Start Migration Plan- Up to 25,000 total records
- Up to 50 named users and 3 integrations
- Custom objects remapped as Dataverse tables
- Sales sequence and workflow recreation in Dynamics 365
- Power BI dashboard templates built for go-live
- Named lead consultant assigned from day one
For large Salesforce Enterprise environments, complex custom data models, electronic data interchange, or six-plus integrations requiring individual scoping.
Request Discovery Sprint- Unlimited records, users, and integrations including electronic data interchange
- Full custom data model recreation in Dataverse
- Paid discovery sprint with fixed-price statement of work output
- Change management and adoption programme
Leave your legacy CRM behind. Land in Dynamics 365 Sales clean.
Share your source system, user count, and data complexity, and we will return your legacy CRM to Dynamics 365 Sales migration checklist with a fixed-price estimate within 2 business days.
No commitment. No pitch. Just an honest assessment of your migration scope and cost.
Submit your brief → call within 48 hours → scoped proposal in 3 days → discovery begins within 1 week of sign-off.
Call within 48 hours · proposal in 3 days · discovery within 1 week of sign-off