Dynamics 365 to Zoho CRM Migration
Switch from Dynamics 365 to Zoho CRM with zero data loss. Our migration specialists handle the technical complexity while you focus on running your business. Built with AI and live in days.
- Fixed price
- from $400
- Delivery
- 2 to 10 working days
- 10-working-day guarantee
- Live in 10 working days, or we keep working for free.
Why move away from Dynamics 365
Enterprise Complexity Overkill
Dynamics 365 is built for large enterprises, creating unnecessary complexity for mid-size businesses.
- Overengineered for SMB needs
- Complex administration overhead
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- Steep learning curve for users
- Excessive configuration options
High Total Cost of Ownership
License costs plus Azure hosting, customization, and IT support make Dynamics 365 one of the most expensive CRM options.
- $65-$135/user/month licensing
- Azure infrastructure costs
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- IT staff for administration
- Consultant fees for customization
Heavy IT Dependency
Even routine changes require IT involvement or Microsoft-certified consultants, slowing down sales team operations.
- IT bottleneck for changes
- Microsoft consultant hourly rates
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- Long change request queues
- Limited self-service admin
What gets migrated
Fully migrated
- Contacts, accounts & lead entities
- Opportunities with sales stage history
- Email logs & tracked communications
- Activities, tasks & service cases
- Custom entities & field definitions
- Notes, attachments & SharePoint docs
- Product catalog & price lists
Requires reconfiguration
- Business process flows & rules
- Email templates & mail merge
- Security roles & team hierarchy
- Power Automate flows to Zoho workflows
- Custom dashboards & system views
How we migrate
Audit & Plan
Days 1–2- Deliverable: Migration plan with data mapping
Data Mapping
Days 3–4- Deliverable: Field mapping document and test import
Migration
Days 5–8- Deliverable: Full data migration with validation
Training & Launch
Days 9–10- Deliverable: Trained team on new platform
Dynamics 365-specific challenges
Entity-to-Module Mapping
Dynamics 365 custom entities, relationships, and option sets need careful mapping to Zoho CRM modules and fields.
Impact
- Complex relationship translation
- Option set conversion issues
Includes
- Entity-module mapping
- Relationship type conversion
- Option set migration
- Lookup field recreation
Business Process Flow Conversion
Dynamics 365 BPFs and Power Automate flows need rebuilding as Zoho CRM blueprints and workflow rules.
Impact
- Process continuity risks
- Flow logic translation
Includes
- BPF-to-blueprint conversion
- Power Automate flow rebuilding
- Business rule migration
- Approval process recreation
Security Model Translation
Dynamics 365 complex security roles, business units, and field-level security need mapping to Zoho CRM permissions.
Impact
- Access control gaps
- Data visibility changes
Includes
- Role hierarchy recreation
- Field-level security mapping
- Sharing rule configuration
- Profile permission setup
Document & SharePoint Migration
Documents stored in SharePoint linked to Dynamics records need migration to Zoho WorkDrive or CRM attachments.
Impact
- Broken document links
- Storage restructuring needed
Includes
- SharePoint document export
- File reattachment to records
- WorkDrive folder setup
- Document access configuration
What a migration looks like
Migration packages
Essential
Small Dynamics 365 deployments with standard entities
- Up to 10,000 records migrated
- Standard entity mapping
- Basic field conversion
- Activity history transfer
- Simple workflow setup
- 2 hours of training
Professional
Mid-size deployments with custom entities and BPFs
- Up to 50,000 records migrated
- Custom entity & field mapping
- BPF-to-blueprint conversion
- Power Automate flow rebuilding
- Dashboard & report recreation
- Role-based training
- 45-day support
Enterprise
Complex Dynamics 365 implementations with SharePoint & Power Platform
- Unlimited records migrated
- Full entity relationship mapping
- Advanced process automation
- SharePoint document migration
- Security model recreation
- Multi-department rollout
- 90-day dedicated support
Fixed scope, fixed price, fixed date. Live in 10 working days, or we keep working for free.
Dynamics 365 to Zoho CRM migration: frequently asked questions
Can you migrate our Dynamics 365 custom entities?
Yes. We map custom entities to Zoho CRM custom modules, preserving relationships, field types, option sets, and business logic.
What happens to our Power Automate flows?
We rebuild Power Automate flows as Zoho CRM workflows, blueprints, or Deluge custom functions to maintain your business automation.
How do you handle Dynamics 365 security roles?
We map your security roles, business units, and field-level security to Zoho CRM profiles, roles, and data sharing rules.
Can you migrate documents from SharePoint?
Yes. Documents linked to Dynamics records are exported and reattached to corresponding Zoho CRM records or migrated to Zoho WorkDrive.
Will there be any downtime during migration?
No. We run migrations in parallel, keeping Dynamics 365 operational until Zoho CRM is fully verified and your team is trained.
Get your free migration assessment
Find out exactly what your Dynamics 365 to Zoho CRM migration will involve, how long it will take, and what it will cost. No obligation.
Zero data loss guarantee • Fixed-price packages • Fixed timeline