The Definitive Guide to Dynamics 365 Sales Migrations

This solution brief provides technical guidance and recommendations for integration specialists, consultants, and business analysts who want to migrate data from an existing CRM system to Microsoft Dynamics 365 Sales.

It outlines a process and includes top tips for efficiently and successfully migrating data. Here we are assuming you are migrating from an on-premises version of Dynamics CRM to the cloud-hosted Dynamics 365 Sales, but the advice and process that follow pertain to any migration to Dynamics 365 Sales, whether from an on-premises system, legacy database, spreadsheet files, or other cloud CRM system—including Dynamics CRM, Dynamics CRM Online, and Salesforce.