If you’re considering switching from Salesforce.com to Microsoft Dynamics CRM, you probably have some questions. For instance, what should you consider from a business planning perspective to ensure your transition is as least disruptive as possible?


We created a free guide to help with the process called Making the Switch from Salesforce.com to Microsoft Dynamics CRM. This 23-page guide is free and includes resources to help you make a smooth transition.

Here’s an excerpt regarding business planning:

“…A little planning will go a long way in making your migration to Microsoft Dynamics CRM successful. To help you plan, we’ve put together several big-picture questions that you should ask yourself before you make the switch. The answer to these questions will vary greatly depending on the complexity and size of your current Salesforce.com implementation, but no matter how small your current system, you should address each one.

When is your current Salesforce.com contract up for renewal?

Salesforce.com offers some flexibility in their contracts, but they typically run in 12-month cycles. You’ll want to plan accordingly so you don’t get turned off unexpectedly or end up paying for software that you don’t need for another year.

What’s the best time for your business to go through a time of change?

Any time a business changes out a critical business system, there’s likely to be some level of disruption. Analyzing how Salesforce.com is currently being used in your organization will help determine the best time for you to make the switch. For instance, if your CRM is heavily integrated into your financials, you probably don’t want to make the switch while doing year-end fiscal activities. Another example: if you use CRM mostly for sales, you probably don’t want to migrate during peak sales times.

What deployment option is right for your organization?

Many of those coming from Salesforce.com don’t realize that Microsoft Dynamics CRM offers more than one deployment option…”

That’s just a small preview…read more to learn from this essential planning guide to make your switch successful. Download the eBook today.

Switching from Salesforce.com to Microsoft Dynamics CRM

If you’ve got additional questions about making the switch and you’re looking for a partner to help you out, the team at PowerObjects can help you out! Contact us for more information.

Happy CRM’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.