{"id":9564,"date":"2017-04-27T16:46:02","date_gmt":"2017-04-27T20:46:02","guid":{"rendered":"http:\/\/www.sherweb.com\/blog\/?p=9564"},"modified":"2018-01-22T16:36:18","modified_gmt":"2018-01-22T21:36:18","slug":"salesforce-to-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/","title":{"rendered":"Salesforce To Dynamics 365: Targeting The Switchers With A Winning Value Proposition"},"content":{"rendered":"<p>No doubt most <a href=\"https:\/\/www.sherweb.com\/partners\/microsoft-dynamics-reseller\/\">Dynamics 365 partners <\/a>would pitch the Dynamics 365 as a less-expensive solution, but switchers from Salesforce are likely to bite into the argument if they see a greater value solution. One that is not only affordable but also one that can extend to the full functionality they really need. There\u2019s a reason, after all, that they built their previous business on Salesforce.<\/p>\n<h2>Customers who are considering making the switch will surely find that <a href=\"https:\/\/www.sherweb.com\/partners\/microsoft-dynamics-reseller\/\">Dynamics 365<\/a> has improved significantly.<\/h2>\n<p>The issues before, around configurability for vertical solutions and with technology such as Power BI, have been well addressed. It wasn\u2019t always that way with its predecessor, Microsoft Dynamics CRM Online. <strong>Partners small and large are beginning to create a big market around templates that couple directly with Dynamics 365<\/strong> for office automation, Internet of Things, industry connections to Azure, and more. <strong>This is making Dynamics 365 solutions commercially compelling apart from the other key advantages of integrated user experience and other flexibilities.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<h2>There\u2019s Power BI to bring analytics to any user on any device.<\/h2>\n<p>Microsoft offers a wide variety of options and also gives the ability to integrate them easily. Microsoft\u2019s local data centers help them meet data sovereignty needs for customers in public sector industries including financial services.<\/p>\n<h6>Many see the universe of companies running on Salesforce now\u2014and that could benefit from a switch.<\/h6>\n<p>Improving data structures, functionalities, and user experience are key to a successful switch. Moving a \u201cbad\u201d Salesforce design over to Dynamics CRM will bring over all the things that are disliked about the current Salesforce environment and will not add much regarding new\/improved data structure.<\/p>\n<h6>A Salesforce environment review can help understand and create a winning value proposition.<\/h6>\n<p>An admin level access to the Salesforce Dev and production environment can help snap a copy of production which also allows us to evaluate the number of records in the various entities and see what you are actually using in production. This gives us the chance to see the number of custom entities\/fields, how many workflows exist, and if there is much custom code so that effort sizing can be done more completely.<\/p>\n<h2>To help those companies migrate to <a href=\"https:\/\/www.sherweb.com\/partners\/microsoft-dynamics-reseller\/\">Dynamics 365<\/a>, many partners are offering a swap-out program to make migrations faster, easier, and more successful.<\/h2>\n<p><strong>It includes IP to address licensing issues and reduces risk<\/strong>. It <strong>also includes onshore and offshore development resources<\/strong> that can implement vertical-industry solutions most cost-effectively. Similarly, for offshore resources in various locations, getting the developers that are ready for Dynamics 365 is not difficult and only required them becoming familiar with the 365 version, rather than calling for any formal retraining if they already have experience on the dynamics 2016 versions.<\/p>\n<p><strong>Those migrating from Salesforce face issues like any other system migration involves: ensuring data quality, using text fields that should have been option sets (and converting along the way), etc.<\/strong><\/p>\n<p><a href=\"https:\/\/info.sherweb.com\/dynamics-365-csp-bible\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"295\" class=\"aligncenter size-full wp-image-9631\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/resell-with-sherweb.png\" alt=\"Resell Dynamics 365\" srcset=\"\/blog\/wp-content\/uploads\/resell-with-sherweb.png 680w, \/blog\/wp-content\/uploads\/resell-with-sherweb-300x130.png 300w, \/blog\/wp-content\/uploads\/resell-with-sherweb-600x260.png 600w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>No doubt most Dynamics 365 partners would pitch the Dynamics 365 as a less-expensive solution, bu","protected":false},"author":177,"featured_media":8607,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[652],"tags":[404,598],"class_list":["post-9564","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-crm","tag-dynamics-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb\" \/>\n<meta property=\"og:description\" content=\"No doubt most Dynamics 365 partners would pitch the Dynamics 365 as a less-expensive solution, but switchers from Salesforce are likely to bite into the argument if they see a greater value solution. One that is not only affordable but also one that can extend to the full functionality they really need. There\u2019s a reason, after all, that they built their previous business on Salesforce.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/\" \/>\n<meta property=\"og:site_name\" content=\"Sherweb\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Sherweb\" \/>\n<meta property=\"article:published_time\" content=\"2017-04-27T20:46:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-01-22T21:36:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/banner-blog.png\" \/>\n\t<meta property=\"og:image:width\" content=\"770\" \/>\n\t<meta property=\"og:image:height\" content=\"230\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"The Sherweb Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@SherWeb\" \/>\n<meta name=\"twitter:site\" content=\"@SherWeb\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"The Sherweb Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/\"},\"author\":{\"name\":\"The Sherweb Team\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#\\\/schema\\\/person\\\/42a19dccace310904575a5656cc20976\"},\"headline\":\"Salesforce To Dynamics 365: Targeting The Switchers With A Winning Value Proposition\",\"datePublished\":\"2017-04-27T20:46:02+00:00\",\"dateModified\":\"2018-01-22T21:36:18+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/\"},\"wordCount\":492,\"image\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"\\\/blog\\\/wp-content\\\/uploads\\\/banner-blog.png\",\"keywords\":[\"CRM\",\"Dynamics 365\"],\"articleSection\":[\"Dynamics 365\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/\",\"name\":\"Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"\\\/blog\\\/wp-content\\\/uploads\\\/banner-blog.png\",\"datePublished\":\"2017-04-27T20:46:02+00:00\",\"dateModified\":\"2018-01-22T21:36:18+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#\\\/schema\\\/person\\\/42a19dccace310904575a5656cc20976\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#primaryimage\",\"url\":\"\\\/blog\\\/wp-content\\\/uploads\\\/banner-blog.png\",\"contentUrl\":\"\\\/blog\\\/wp-content\\\/uploads\\\/banner-blog.png\",\"width\":770,\"height\":230,\"caption\":\"top 5 msp trends for 2017\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/dynamics-365\\\/salesforce-to-dynamics-365\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Microsoft Ecosystem\",\"item\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/category\\\/microsoft-ecosystem\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Dynamics 365\",\"item\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/category\\\/microsoft-ecosystem\\\/dynamics-365\\\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Salesforce To Dynamics 365: Targeting The Switchers With A Winning Value Proposition\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/\",\"name\":\"Sherweb\",\"description\":\"More than a cloud marketplace\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#\\\/schema\\\/person\\\/42a19dccace310904575a5656cc20976\",\"name\":\"The Sherweb Team\",\"url\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/author\\\/the-sherweb-team\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/","og_locale":"en_US","og_type":"article","og_title":"Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb","og_description":"No doubt most Dynamics 365 partners would pitch the Dynamics 365 as a less-expensive solution, but switchers from Salesforce are likely to bite into the argument if they see a greater value solution. One that is not only affordable but also one that can extend to the full functionality they really need. There\u2019s a reason, after all, that they built their previous business on Salesforce.","og_url":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/","og_site_name":"Sherweb","article_publisher":"https:\/\/www.facebook.com\/Sherweb","article_published_time":"2017-04-27T20:46:02+00:00","article_modified_time":"2018-01-22T21:36:18+00:00","og_image":[{"width":770,"height":230,"url":"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/banner-blog.png","type":"image\/png"}],"author":"The Sherweb Team","twitter_card":"summary_large_image","twitter_creator":"@SherWeb","twitter_site":"@SherWeb","twitter_misc":{"Written by":"The Sherweb Team","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#article","isPartOf":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/"},"author":{"name":"The Sherweb Team","@id":"https:\/\/www.sherweb.com\/blog\/#\/schema\/person\/42a19dccace310904575a5656cc20976"},"headline":"Salesforce To Dynamics 365: Targeting The Switchers With A Winning Value Proposition","datePublished":"2017-04-27T20:46:02+00:00","dateModified":"2018-01-22T21:36:18+00:00","mainEntityOfPage":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/"},"wordCount":492,"image":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#primaryimage"},"thumbnailUrl":"\/blog\/wp-content\/uploads\/banner-blog.png","keywords":["CRM","Dynamics 365"],"articleSection":["Dynamics 365"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/","url":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/","name":"Must Know About Switchers: Salesforce To Dynamics 365 | SherWeb","isPartOf":{"@id":"https:\/\/www.sherweb.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#primaryimage"},"image":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#primaryimage"},"thumbnailUrl":"\/blog\/wp-content\/uploads\/banner-blog.png","datePublished":"2017-04-27T20:46:02+00:00","dateModified":"2018-01-22T21:36:18+00:00","author":{"@id":"https:\/\/www.sherweb.com\/blog\/#\/schema\/person\/42a19dccace310904575a5656cc20976"},"breadcrumb":{"@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#primaryimage","url":"\/blog\/wp-content\/uploads\/banner-blog.png","contentUrl":"\/blog\/wp-content\/uploads\/banner-blog.png","width":770,"height":230,"caption":"top 5 msp trends for 2017"},{"@type":"BreadcrumbList","@id":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/salesforce-to-dynamics-365\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sherweb.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Microsoft Ecosystem","item":"https:\/\/www.sherweb.com\/blog\/category\/microsoft-ecosystem\/"},{"@type":"ListItem","position":3,"name":"Dynamics 365","item":"https:\/\/www.sherweb.com\/blog\/category\/microsoft-ecosystem\/dynamics-365\/"},{"@type":"ListItem","position":4,"name":"Salesforce To Dynamics 365: Targeting The Switchers With A Winning Value Proposition"}]},{"@type":"WebSite","@id":"https:\/\/www.sherweb.com\/blog\/#website","url":"https:\/\/www.sherweb.com\/blog\/","name":"Sherweb","description":"More than a cloud marketplace","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sherweb.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.sherweb.com\/blog\/#\/schema\/person\/42a19dccace310904575a5656cc20976","name":"The Sherweb Team","url":"https:\/\/www.sherweb.com\/blog\/author\/the-sherweb-team\/"}]}},"tag_names":["CRM","Dynamics 365"],"_links":{"self":[{"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/posts\/9564","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/users\/177"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/comments?post=9564"}],"version-history":[{"count":6,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/posts\/9564\/revisions"}],"predecessor-version":[{"id":13578,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/posts\/9564\/revisions\/13578"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/media\/8607"}],"wp:attachment":[{"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/media?parent=9564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/categories?post=9564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sherweb.com\/blog\/wp-json\/wp\/v2\/tags?post=9564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}