Thinking About Switching from Salesforce to Dynamics 365?

Struggling with rising Salesforce costs or feeling locked into a system that no longer meets your needs? You’re not alone. Many businesses are reevaluating their CRM strategy, and Microsoft Dynamics 365 is emerging as a smarter, more flexible alternative. At AlphaBOLD, we help organizations make the switch with ease. Our quick assessment will show you how Dynamics 365 compares in terms of cost, functionality, and long-term value, so you can make an informed decision with confidence.

Why Switch from Salesforce to Dynamics 365?

Salesforce is powerful but for many organizations, it’s become overly complex and increasingly expensive. According to Nucleus Research, over half of Salesforce users would switch platforms if given the chance. Microsoft Dynamics 365 offers a compelling alternative delivering core CRM functionality, AI-powered insights, and deep integration with Microsoft tools like Outlook, Teams, and Power BI. With a move from Salesforce to Dynamics 365, businesses benefit from:

  • Lower total cost of ownership (TCO)
  • Flexible licensing and transparent pricing
  • Built-in automation and AI through Microsoft Copilot
  • A unified CRM platform covering Dynamics 365 Sales, Customer Service, Field Service, and Customer Insights
  • Seamless collaboration across departments
If your organization is exploring Salesforce to Dynamics 365 migration, now is the time to evaluate what you’re truly getting from your CRM.
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What You’ll Get from the Salesforce to Microsoft Dynamics 365 Migration Assessment

Our quick, no-obligation assessment is designed to help you make a confident, informed decision about switching from Salesforce to Dynamics 365. In just a few minutes, you’ll receive:

A personalized Salesforce and Dynamics 365 feature comparison

We will help you understand how Dynamics 365 can match or exceed your existing capabilities in its business apps without the added complexity or cost.

Estimated cost savings and licensing recommendations

Our team will analyze your current Salesforce spending and user structure to suggest a more efficient licensing model in Dynamics 365.

A migration readiness score based on your current setup

We’ll assess your existing system's data, complexity, and configurations to determine your overall migration readiness.

A custom transition plan aligned with your business needs

You’ll get a personalized Salesforce-to-Dynamics 365 roadmap. Many AlphaBOLD clients complete their migration in just 42 days.

Typical Go-Live: 42 Days

Our proven migration framework helps you transition from Salesforce to Dynamics 365 securely and efficiently in as little as six weeks.
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Why Choose AlphaBOLD?

Switching CRMs is a major move, and you need a partner who understands the technical and strategic sides of the process. At AlphaBOLD, we bring deep expertise in Salesforce migration and Microsoft Dynamics 365 implementations to help you transition without the headaches, delays, or risks that typically come with CRM changeovers so you can focus on driving results from day one.
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Here’s What Sets Us Apart

With AlphaBOLD, you get a CRM migration that’s smarter, faster, and built to work seamlessly across your Microsoft ecosystem.

  • Tailored Salesforce migration plans based on your unique business needs

  • Accurate data mapping and cleansing to ensure data integrity

  • Seamless integration with Microsoft 365 apps like Outlook, Teams, and Power BI

  • Post-migration training and support to boost user adoption

  • Microsoft Solutions Partner with a proven track record of CRM success

Streamlined selling

It’s Time to Reclaim Control of Your CRM

High costs, limited flexibility, and disconnected tools don’t have to be your norm. With AlphaBOLD, you gain a partner who understands your goals and delivers a CRM solution that works on your terms. Whether you’re migrating Salesforce data or rethinking your CRM strategy entirely, we’re here to help you turn change into an opportunity.
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FAQs

Will I lose any data during the migration from Salesforce to Dynamics 365?
No. AlphaBOLD ensures a secure and structured process when you migrate from Salesforce. Our team handles data mapping, cleansing, and validation to ensure your contacts, activities, and historical records are preserved.
What if my Salesforce environment has heavy customization?
Not a problem. We conduct a detailed audit of your current setup—including custom objects, workflows, fields—and configure Dynamics 365 to match or improve upon your existing functionality.
Can I integrate Dynamics 365 with my current tools and systems?
Yes. Dynamics 365 integrates seamlessly with Microsoft 365 apps (like Outlook and Teams) and many third-party platforms. We’ll evaluate your systems and recommend the right connections to ensure smooth transition as you switch from Salesforce to Dynamics 365.
Does Dynamics 365 include AI features like Salesforce Einstein?
Absolutely. Dynamics 365 includes built-in AI through Copilot, enhancing productivity and decision-making across Sales, Customer Service, and Field Service. It’s tightly integrated with Customer Insights, giving you a powerful edge in customer engagement.
How do I know if my business is ready to migrate to Dynamics 365?
Our free assessment is designed to answer exactly that. It helps you evaluate your current CRM environment and shows whether it’s the right time to migrate to Dynamics 365 based on your goals, system complexity, and business priorities.

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