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.

100%CRM Data Migrated
70%Average Cost Savings
3-5 WeeksTypical Timeline
0%Business Disruption

Why Switch

Why Move Away From Dynamics 365

Enterprise Complexity Overkill

Dynamics 365 is built for large enterprises, creating unnecessary complexity for mid-size businesses.

What It Costs You
  • Overengineered for SMB needs
  • Complex administration overhead
  • 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.

What It Costs You
  • $65-$135/user/month licensing
  • Azure infrastructure costs
  • 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.

What It Costs You
  • IT bottleneck for changes
  • Microsoft consultant hourly rates
  • Long change request queues
  • Limited self-service admin

Migration Scope

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

Migration Process

How We Migrate

1
Week 1

Audit & Plan

Days 1-5
Deliverable: Migration plan with data mapping
2
Week 2

Data Mapping

Days 6-10
Deliverable: Field mapping document and test import
3
Week 3

Migration

Days 11-15
Deliverable: Full data migration with validation
4
Week 4

Training & Launch

Days 16-20
Deliverable: Trained team on new platform

Dynamics 365 Challenges

Platform-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

Illustrative Scenario

What a Migration Looks Like

Pinnacle Manufacturing

The Challenge

Dynamics 365 cost $25,000/year for 15 users plus $8,000/year in IT support, with most features going unused.

Our Solution

Migrated 30,000 contacts, 5,000 opportunities, and all process flows to Zoho CRM Enterprise with Zoho One suite.

Representative scenario illustrating a typical engagement of this type, not a specific named client.

72%
Cost Reduction
30K
Records Migrated
4 Weeks
Migration Time
0
Data Loss Incidents

Investment

Migration Packages

Essential

₹55,000
2 weeks
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
Get Started

Enterprise

₹2,50,000
4-5 weeks
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
Get Started

FAQ

Dynamics 365 to Zoho CRM Migration — FAQ

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