Case Study

Salesforce to Dynamics 365 Data Migration & CRM Implementation

Upgrading a sales system shouldn’t disrupt daily business. A growing enterprise was struggling to manage deals across disconnected platforms. With their sales data locked in Salesforce and new leads stored in a separate tool, the team wasted hours on manual data entry. Different deal types, like insurance, bonds, and licensing, lacked a clear process, leaving management blind to overall sales performance. So they partnered with Artesian Software Technologies to bring everything together into one properly connected sales system.

We moved their entire sales operation from Salesforce to Microsoft Dynamics 365. We created simple, step-by-step paths for every deal type so nothing falls through the cracks. By automating how new leads enter the system and allowing the team to update multiple deals at once, sales reps can now work much faster. Paired with a real-time dashboard, leadership finally has a clear view of their entire sales pipeline.

Migration

Salesforce Migration

CRM Platform

Dynamics 365 Sales

Automation

Power Automate

Scripting

JavaScript

Process Automation

Workflow

Process Flow

Business Process Flow

Reporting

Dashboard

The Challenge

  • Trapped Salesforce Data: Crucial sales data was locked inside Salesforce, making it hard to create one reliable CRM system for the entire team to use.

  • Inconsistent Deal Processes: Complex opportunities like bonds, insurance, and licensing lacked a clear, step-by-step path from first contact to closure.

  • Disconnected External Leads: New leads were captured in an outside system, requiring tedious manual typing to bring them into the main sales funnel.

  • Slow, Manual Deal Updates: Updating the status of multiple sales opportunities had to be done painfully one by one, wasting valuable selling time.

  • Zero Pipeline Visibility: Managers lacked a centralized dashboard to quickly track sales performance or spot bottlenecks across the business.

Our Solution

  • Complete Salesforce Migration: Securely extracted and mapped all accounts, contacts, and historical sales data directly into Microsoft Dynamics 365.

  • Custom Deal Workflows (BPFs): Built guided Business Process Flows (BPFs) to give every deal type its own strict, step-by-step path to closure.

  • Automated Lead Routing: Used Power Automate to instantly pull external system leads directly into the Dynamics 365 sales funnel.

  • Bulk Opportunity Updates: Implemented custom JavaScript and workflows allowing users to update multiple deal statuses simultaneously with a few clicks.

  • Interactive Sales Dashboards: Designed a centralized, easy-to-read CRM dashboard summarizing real-time sales progression and team performance.

Business Impact

  • 100% Data Centralization: The entire sales team now operates from a single, reliable Dynamics 365 hub, completely eliminating the need to switch platforms.

  • 50% Faster Deal Cycles: Guided Business Process Flows ensure every opportunity follows a standard path, reducing the time it takes to close deals by up to 50%.

  • Zero Lost Leads: Power Automate integration ensures 100% of new leads instantly enter the CRM without requiring any manual typing or data entry.

  • 80% Less Admin Time: The custom JavaScript bulk-update feature saves the sales team hours of routine administrative work every single week.

  • Real-Time Pipeline Visibility: Interactive CRM dashboards give management an instant, 360-degree view of business performance without digging through individual records.

Client Testimonial

Working with Artesian was a great experience. The move from Salesforce to Dynamics 365 was much smoother than we expected, and our team picked it up quickly. Everything is now easier to manage, and we finally have a clear view of our sales pipeline. — Sales Manager (Financial Services)

Project Screenshots

Microsoft Dynamics 365 & Custom CRM Solutions

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