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.