Data Migration from Salesforce to MS Crm 365

Executive Summary

ABC company from Australia works with a wide range of consultants, integrators, and organizations to build solutions that use bio-metric technologies to improve and automate business processes and provide security check devices. ABC were using SalesForce CRM for past few years and wanted to upgrade to  another CRM which would address their needs  better and provide improved coordination for the overall sales, marketing and customer service efforts. 

Problems faced by ABC Company

Earlier, ABC used SalesForce to achieve their CRM efforts. ABC felt that their existing CRM System was not providing them with functionality that they were looking forward for. This resulted in operational issues, lack of pipeline visibility and absence of managing appropriate information regarding customers and their support issues.

ABC made a decision to implement other CRM system which could provide the functionality that they wanted, at the same time they also wanted to bring across all the data that was present in the existing SalesForce system. Our client required to easily migrate their complete SalesForce data to a new CRM system without losing any data and without interrupting their current work while migration will be in progress. 

Our Solution for migrating SalesForce data to Dynamics CRM 365

XRM Labs came to help, by understanding the challenges of implementing the migration without interrupting their existing work on SalesForce CRM while the migration will be in progress.  ABC Company wanted a solution that could migrate their existing data from SalesForce CRM to another CRM with almost zero downtime and data loss. 

We helped our client to review several other CRM solutions available in market to address their needs. XRM Labs created use case scenarios of day to day business that the client staff has to face. Base on the use case document XRM Labs did few demo showing how each CRM will be able to address these use cases. This proved very useful as the client was able to visualize the new System and chose what will work best for them.

Based on the demo the ABC chose to go with Dynamics CRM as their preferred CRM Solution. XRM Labs was assigned the task of migrating data from SalesForce CRM application to Dynamics CRM 2016 Online. XRM Labs helped ABC by setting up a migration plan to migrate their data.  Our data Migration Team took the following steps for the migration:


  • Create a data migration plan for the client.

  • Created a mapping  document between SalesForce CRM and Dynamics CRM 2016 for all the entities/objects which the client can review before starting actual migration. For example Accounts, Contacts, Notes, Activities, Emails, Appointments, Attachments, etc. that required to be migrated.

  • Identified new custom fields that were present in SalesForce CRM but were not present in Dynamics CRM. This ensured that all the data would be brought across to Dynamics CRM.

  • The plan included transferring a small set of records to Dynamics CRM 2016 and gets it reviewed by the client. This would ensure that the migration is on the correct path and any issues can be addressed ahead of time.

  • Then we proceed with the final migration with 2 set of import plan so that the current day to day work of the client on SalesForce CRM do not get interrupted.

  • In first step migration started with the complete data transferring from SalesForce CRM to Dynamics CRM. Meanwhile ABC company employees were continuing with their day to day work on SalesForce CRM.

  • In second step the remaining data which were entered by the ABC company employees into SalesForce CRM while first step of migration was in progress was also imported.

Technologies Used


Client Benefits-their improved statistics (Facts and Figures)

  • The successful migration of Accounts, Contacts, Notes, Activities and Attachments from SalesForce CRM and we provided our client with a concrete, familiar CRM foundation. 

  • Dynamics CRM 2016 provides a complete view of the customer for sales, marketing and other activities, personal view as per users affectedly improved customer satisfaction.  

  • Dynamics CRM 2016 Advanced Find searching ability allows CRM Users to effortlessly query any information stored in Microsoft Dynamics CRM and also add any related columns as per user need in the search result.

  • Communication is enhanced throughout the organization and improved access to the information and Data.



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