Salesforce to Microsoft Dynamics 365 Migration Consultant

Role Overview

We are seeking an experienced Salesforce to Microsoft Dynamics 365 Migration Consultant to lead and support the migration of CRM capabilities from Salesforce to Microsoft Dynamics 365. The successful candidate will work closely with business stakeholders, solution architects, developers, and project managers to ensure a seamless transition while maintaining data integrity, business processes, and user adoption.

Key Responsibilities

• Assess the existing Salesforce environment, including data model, customisations, integrations, workflows, and reports.
  
• Define and execute the migration strategy to Microsoft Dynamics 365.
  
• Map Salesforce objects, fields, workflows, and security models to Dynamics 365.
  
• Lead data extraction, cleansing, transformation, migration, and validation activities.
  
• Configure Microsoft Dynamics 365 Sales and related modules to meet business requirements.
  
• Work with technical teams to migrate integrations and automate business processes.
  
• Develop migration documentation, technical specifications, and cutover plans.
  
• Support testing activities including System Integration Testing (SIT), User Acceptance Testing (UAT), and production deployment.
  
• Identify and mitigate migration risks and issues.
  
• Provide user training and post-go-live support.
  
• Ensure best practices for CRM governance, security, and compliance.
  

Required Skills & Experience

• Proven experience delivering Salesforce to Microsoft Dynamics 365 migration projects.
  
• Strong knowledge of:
  
• Salesforce CRM architecture
  
• Microsoft Dynamics 365 Sales
  
• Dataverse
  
• Power Platform
  
• Power Automate
  
• Experience with CRM data migration tools (e.g., KingswaySoft, SSIS, Azure Data Factory, Data Migration Framework).
  
• Strong understanding of CRM data models, security, workflows, and automation.
  
• Experience integrating Dynamics 365 with enterprise applications and APIs.
  
• Excellent data mapping, cleansing, and migration expertise.
  
• Experience working within Agile delivery environments.
  
• Strong stakeholder management and communication skills.
  

Desirable Skills

• Microsoft Dynamics 365 certifications.
  
• Salesforce Administrator or Consultant certification.
  
• Experience with Azure Integration Services.
  
• Knowledge of Power BI reporting.
  
• Experience with DevOps and CI/CD pipelines.
  
• Familiarity with change management and user adoption programmes.
  

Deliverables

• Salesforce environment assessment.
  
• Migration strategy and implementation plan.
  
• Data migration and validation.
  
• Dynamics 365 configuration.
  
• Integration migration.
  
• Testing support and defect resolution.
  
• Production cutover.
  
• Knowledge transfer and project documentation.
  
• Post-implementation hypercare.
  

This role is ideal for a consultant with a proven track record of CRM transformation projects who can bridge both the business and technical aspects of migrating from Salesforce to Microsoft Dynamics 365 while ensuring minimal business disruption.

Requirements

Role Overview

We are seeking an experienced Salesforce to Microsoft Dynamics 365 Migration Consultant to lead and support the migration of CRM capabilities from Salesforce to Microsoft Dynamics 365. The successful candidate will work closely with business stakeholders, solution architects, developers, and project managers to ensure a seamless transition while maintaining data integrity, business processes, and user adoption.

Key Responsibilities

• Assess the existing Salesforce environment, including data model, customisations, integrations, workflows, and reports.
  
• Define and execute the migration strategy to Microsoft Dynamics 365.
  
• Map Salesforce objects, fields, workflows, and security models to Dynamics 365.
  
• Lead data extraction, cleansing, transformation, migration, and validation activities.
  
• Configure Microsoft Dynamics 365 Sales and related modules to meet business requirements.
  
• Work with technical teams to migrate integrations and automate business processes.
  
• Develop migration documentation, technical specifications, and cutover plans.
  
• Support testing activities including System Integration Testing (SIT), User Acceptance Testing (UAT), and production deployment.
  
• Identify and mitigate migration risks and issues.
  
• Provide user training and post-go-live support.
  
• Ensure best practices for CRM governance, security, and compliance.
  

Required Skills & Experience

• Proven experience delivering Salesforce to Microsoft Dynamics 365 migration projects.
  
• Strong knowledge of:
  
• Salesforce CRM architecture
  
• Microsoft Dynamics 365 Sales
  
• Dataverse
  
• Power Platform
  
• Power Automate
  
• Experience with CRM data migration tools (e.g., KingswaySoft, SSIS, Azure Data Factory, Data Migration Framework).
  
• Strong understanding of CRM data models, security, workflows, and automation.
  
• Experience integrating Dynamics 365 with enterprise applications and APIs.
  
• Excellent data mapping, cleansing, and migration expertise.
  
• Experience working within Agile delivery environments.
  
• Strong stakeholder management and communication skills.
  

Desirable Skills

• Microsoft Dynamics 365 certifications.
  
• Salesforce Administrator or Consultant certification.
  
• Experience with Azure Integration Services.
  
• Knowledge of Power BI reporting.
  
• Experience with DevOps and CI/CD pipelines.
  
• Familiarity with change management and user adoption programmes.
  

Deliverables

• Salesforce environment assessment.
  
• Migration strategy and implementation plan.
  
• Data migration and validation.
  
• Dynamics 365 configuration.
  
• Integration migration.
  
• Testing support and defect resolution.
  
• Production cutover.
  
• Knowledge transfer and project documentation.
  
• Post-implementation hypercare.
  

This role is ideal for a consultant with a proven track record of CRM transformation projects who can bridge both the business and technical aspects of migrating from Salesforce to Microsoft Dynamics 365 while ensuring minimal business disruption.

Benefits

Role Overview

We are seeking an experienced Salesforce to Microsoft Dynamics 365 Migration Consultant to lead and support the migration of CRM capabilities from Salesforce to Microsoft Dynamics 365. The successful candidate will work closely with business stakeholders, solution architects, developers, and project managers to ensure a seamless transition while maintaining data integrity, business processes, and user adoption.

Key Responsibilities

• Assess the existing Salesforce environment, including data model, customisations, integrations, workflows, and reports.
  
• Define and execute the migration strategy to Microsoft Dynamics 365.
  
• Map Salesforce objects, fields, workflows, and security models to Dynamics 365.
  
• Lead data extraction, cleansing, transformation, migration, and validation activities.
  
• Configure Microsoft Dynamics 365 Sales and related modules to meet business requirements.
  
• Work with technical teams to migrate integrations and automate business processes.
  
• Develop migration documentation, technical specifications, and cutover plans.
  
• Support testing activities including System Integration Testing (SIT), User Acceptance Testing (UAT), and production deployment.
  
• Identify and mitigate migration risks and issues.
  
• Provide user training and post-go-live support.
  
• Ensure best practices for CRM governance, security, and compliance.
  

Required Skills & Experience

• Proven experience delivering Salesforce to Microsoft Dynamics 365 migration projects.
  
• Strong knowledge of:
  
• Salesforce CRM architecture
  
• Microsoft Dynamics 365 Sales
  
• Dataverse
  
• Power Platform
  
• Power Automate
  
• Experience with CRM data migration tools (e.g., KingswaySoft, SSIS, Azure Data Factory, Data Migration Framework).
  
• Strong understanding of CRM data models, security, workflows, and automation.
  
• Experience integrating Dynamics 365 with enterprise applications and APIs.
  
• Excellent data mapping, cleansing, and migration expertise.
  
• Experience working within Agile delivery environments.
  
• Strong stakeholder management and communication skills.
  

Desirable Skills

• Microsoft Dynamics 365 certifications.
  
• Salesforce Administrator or Consultant certification.
  
• Experience with Azure Integration Services.
  
• Knowledge of Power BI reporting.
  
• Experience with DevOps and CI/CD pipelines.
  
• Familiarity with change management and user adoption programmes.
  

Deliverables

• Salesforce environment assessment.
  
• Migration strategy and implementation plan.
  
• Data migration and validation.
  
• Dynamics 365 configuration.
  
• Integration migration.
  
• Testing support and defect resolution.
  
• Production cutover.
  
• Knowledge transfer and project documentation.
  
• Post-implementation hypercare.
  

This role is ideal for a consultant with a proven track record of CRM transformation projects who can bridge both the business and technical aspects of migrating from Salesforce to Microsoft Dynamics 365 while ensuring minimal business disruption.