Short answer
Migrating from Microsoft Dynamics 365 to Salesforce moves accounts, contacts, opportunities, cases and activities, plus custom entities, into Salesforce objects, and replaces Dynamics workflows and Power Automate flows with Salesforce Flow. Firms move for Salesforce's ecosystem, industry clouds and AI capabilities.
Why firms make this move
Dynamics and Salesforce have similar core concepts, which makes mapping familiar, but custom entities, option sets and Power Platform automation need careful translation. Outlook and Teams users also need a clear plan for email, calendar and collaboration integration in the new system.
What moves
- Accounts, contacts and leads
- Opportunities, quotes and products
- Cases and knowledge articles
- Activities, emails and notes
- Custom entities and option sets
How the data maps
| From | To |
|---|---|
| Account | Account |
| Contact | Contact |
| Opportunity | Opportunity |
| Case | Case |
| Custom entity | Custom object |
| Option set | Picklist |
| Workflow / Power Automate | Flow |
What to watch out for
- Option sets that need value translation
- Power Automate flows that touch other Microsoft systems
- Email and calendar sync moving to Einstein Activity Capture
- Security roles that map differently to profiles and permission sets
How Vantage Point runs the migration
- Discovery and data inventory: what exists, what is clean, what is worth moving
- Target design: objects, record types, households or companies, ownership and security
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 8 to 16 weeks.
Frequently asked questions
Will Outlook still work with Salesforce?
Yes. Salesforce integrates with Outlook and Microsoft 365 for email and calendar, including Einstein Activity Capture.
Can we migrate Dynamics attachments?
Yes. Notes and attachments can be migrated as Salesforce Files, subject to storage planning.