OverviewFAQ
Seamless, Secure, and Scalable CRM Migrations
Migrating to Microsoft Dynamics 365 CRM isn’t just about transferring data but setting the stage for smarter operations and future growth. At RT Dynamic, we provide end-to-end CRM migration services that ensure your move to Dynamics 365 is clean, compliant, and optimized for performance.
From pre-migration audits to post-migration validation, our certified team manages every step; minimizing disruption while preserving relationships, custom fields, workflows, and historical data.
We specialize in migrations from legacy systems, on-premise solutions, or other CRMs like Salesforce, HubSpot, and Zoho, transforming fragmented systems into one unified platform that’s modern, maintainable, and built to scale.
With RT Dynamic, your Dynamics 365 CRM becomes more than just a new system; a foundation for faster decisions, connected experiences, and long-term business success.
What You Gain with a Successful Dynamics CRM Migration
Migrating to Microsoft Dynamics 365 CRM is more than a platform switch – it’s your opportunity to upgrade how your business operates, analyzes, and serves. When handled correctly, migration doesn’t just move data but modernizes it. Here’s what an effective migration unlocks:
- Data You Can Trust: Clean, validated, and structured data that supports accurate reporting and forecasting.
- Preserved Relationships & Workflows: Migrate custom fields, automation rules, and customer histories without loss.
- Unified Customer View: Consolidate data from multiple sources into a single CRM for more informed engagement.
- Improved Adoption & Performance: A system that works how your teams work with better UX and optimized load times.
- Minimal Downtime: Keep operations moving while we handle migration in structured phases.
- Future-Ready Architecture: Build on a CRM foundation designed to scale with your tools, teams, and business goals.
At RT Dynamic, we migrate your CRM with purpose. So you’re not starting over, you’re moving forward.
Advantages of Choosing Dynamics 365 CRM Migration
Migrating to Microsoft Dynamics 365 CRM isn’t just a systems upgrade – it’s a strategic shift toward a more agile, insight-driven, and scalable business environment. At RT Dynamic, our migration services are built to unlock performance, preserve continuity, and future-proof your operations.
Strategic Migration with Business Continuity at the Core
We migrate the processes, customizations, and workflows that define how your business runs. Every migration is aligned with your existing logic to ensure smooth adoption and operational continuity.
Scalable Foundation for Growth
Whether you’re migrating from a legacy CRM or consolidating multiple systems, we set up a modern Dynamics 365 environment that adapts to new tools, users, and capabilities as your needs evolve.
Clean Data, Smarter Decisions
Through intelligent data cleansing, deduplication, and structured imports, we ensure your CRM starts fresh — with clean, reliable data that supports analytics, automation, and better business decisions.
Faster Time to Value
Our tried-and-tested migration frameworks, automation scripts, and platform knowledge minimize downtime and accelerate go-live, helping your teams hit the ground running.
End-to-End Process Alignment
We migrate more than just records including business rules, automation logic, user permissions, and integrations — so you don’t lose time reconfiguring everything from scratch.
Reduced Risk, Increased Productivity
With deep platform expertise and proven QA processes, we mitigate risks, eliminate rework, and make sure your teams move into the new system confidently without disruption to daily operations.
Our Microsoft Dynamics CRM Migration Services
RT Dynamic helps you migrate to Dynamics 365 CRM without disruption. Whether you’re moving from legacy systems, spreadsheets, or another CRM, we handle the heavy lifting; securely, accurately, and with zero data loss.
Technologies We Use
We execute secure, high-fidelity Dynamics 365 CRM migrations using Microsoft-endorsed tools, ensuring data integrity, minimal downtime, and long-term reliability.
| Frontend | Backend | Database |
|---|---|---|
| React, Angular, Vue.js, Next.js | Node.js, Python, Ruby on Rails, Java, .NET Core | MongoDB, MySQL, PostgreSQL, SQL Server, Firebase |
| Cloud | DevOps | |
| AWS, Google Cloud Platform, Microsoft Azure | Docker, Kubernetes, Jenkins, GitHub, GitLab | |
What to Expect in a Dynamics CRM Migration Plan
A successful Dynamics 365 CRM migration is more than just moving data. It’s about preserving business continuity, system logic, and user confidence. At RT Dynamic, our migration approach is methodical, secure, and aligned with your future operational needs.
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1. Discovery & Migration Scoping
We evaluate your existing CRM, data structure, workflows, and dependencies to define the scope, risks, and goals of your Dynamics 365 migration. |
2. Migration Architecture & Planning
We design a phased migration strategy using Microsoft-backed tools and methodologies to ensure secure data transport, minimal disruption, and performance stability.
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3. Data Cleansing & Mapping
We clean, normalize, and map your data to ensure accurate field alignment, consistency, and relevance within your new Dynamics 365 environment. |
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4. Sandbox Migration & Validation
We run trial migrations in a test environment to verify data integrity, field mapping accuracy, and system behavior before production rollout. |
5. Final Migration & Cutover
We execute the live migration during your preferred window, ensuring business continuity, error handling, and real-time support throughout the switchover. |
6. Post-Migration QA & Enablement
We perform QA checks, user access validation, and system audits while providing your teams with documentation and hands-on guidance for post-migration management. |
Why Choose RT Dynamic for Microsoft CRM Migration Services?
We’ve Seen Every Migration Story – Our team includes integration specialists with hands-on experience in Dynamics 365 API integrations, Power BI, Outlook, SharePoint, Teams, Salesforce, and more.
No Guesswork, Just Proven Migration Paths – From scoping and architecture to deployment and documentation, we handle every phase of the integration lifecycle without handoffs or third-party reliance.
Data That Makes Sense Post-Migration – It’s not just about moving data but making it usable. We restructure messy exports, preserve relationships, and ensure your data works naturally in the Dynamics environment.
One Team from Start to Finish – No third parties, no outsourcing. The same experts who scope your migration execute it, validate it, and stick around to handle cleanup, training, and questions.
You Stay Operational Throughout – We understand your CRM is active until the last day. Our approach minimizes downtime, syncs parallel environments when needed, and ensures zero business interruption.
A Platform You Can Actually Grow On – We don’t just migrate, we prep your Dynamics CRM for what’s next. Whether that’s Power BI integration, sales automation, or app add-ons, you’ll be ready from day one.
Let’s Move You to a CRM That’s Built to Grow
Whether you’re switching from legacy software, upgrading to the cloud, or consolidating multiple systems – we migrate your CRM to Dynamics 365 with zero guesswork and maximum continuity.
Let’s Talk Migration. Contact Us!
A standard migration includes data assessment, mapping, cleansing, transformation, platform setup, test migrations, and final go-live, all while ensuring minimal disruption.
Yes. We’ve successfully migrated from Salesforce, Zoho, HubSpot, and legacy systems using customized scripts and Microsoft-approved tools to ensure clean, structured data transfer.
No. Our team conducts thorough data audits, backup protocols, and sandbox testing to ensure all your records, relationships, and historical data migrate securely and completely.
Migration timelines depend on data volume, system complexity, and platform readiness but most projects are completed in 3–8 weeks with structured milestones and testing phases.
Absolutely. We provide training, documentation, and optimization support to help your team get comfortable with the new CRM environment and make the most of its features