Fast & safe Dynamics 365 to Salesforce Service Cloud data migration service

Encrypted communications, secure servers, advanced authorization ways

Automated approach, no operations downtime, no workflow breaks

Reasonable pricing to provide a function + fee balance

Our customers

Brands across various industries lean on our service

Automattic Cmyk Arkansas tech university Cosmos Thule Petplan Minerva

Data migration timeline: 1-2 weeks

Preparation

Project and Requirements Evaluation

Begin your transition by reviewing Source records, procedures, and integrations. Review data cleaning and field mapping to the Target. Create a transfer scenario, featuring the agenda and support reps coaching.

Security and Compliance Review

Ensure data complies with safety regulations. Set permissions and access controls to protect the migration.

Preparation

Migration

Data Mapping and Customization

Map data fields amongst your Source and Target. Opt for automated custom settings from the set or request distinct customization for the record transition.

Demo Migration

Perform a trial Demo to see how the transfer solution functions. Review results and change settings as needed.

Data Verification

Confirm all transmitted data in the Target is accurate, complete, and properly formatted.

Full Data Migration

Transmit all selected data, including tickets, contacts, attachments, and linked data.

Delta Migration

Net any new or updated data that altered for the duration of the Full data movement.

Interval Migration*

Data transmit can be paused and resumed to match your schedule, with no downtime. You can pause up to five times for five days each, adjusted by our sales squad during business hours.

Migration

Post-Migration Phase

Go Live

Launch the Target for all customer service agents. Deactivate the Source if necessary and save data backups.

Post-Migration Phase

What Records Can You Migrate from Dynamics 365 to Salesforce Service Cloud ?

With our Migration Wizard, you can efficiently import or export huge portions of various data entities to or from Dynamics 365 to Salesforce Service Cloud. Review the selection of record types you can import applying automated service without any assistance from tech service reps.

Do you want nonstandard Dynamics 365 to Salesforce Service Cloud migration needs?

Drop us a line for a custom data import.

Dynamics 365 objectsSalesforce Service Cloud objects
Help desk
UsersUsers
AccountsAccounts
ContactsContacts
CasesCases
Knowledge Base
CategoriesTop level categories
FoldersSecond level categories
Knowledge articlesArticles
Get Started

Why transmit with Help Desk Migration?

  • Without downtime
    Move data smoothly - keep workflows on track and aid customers without hassle.
  • Enhanced efficiency
    Effortlessly migrate data and set up standard and custom fields with the smart Migration Wizard.
  • Streamlined ticket migration
    The Migration Wizard transfers tickets and all related records, keeping the data structure unaffected on the Target.
  • Dedicated support service
    Our support team is equipped to navigate you via chat, email, or phone.
  • Comprehensive movement planning
    Our migration experts will create a comprehensive plan for data import, ensuring a efficient process and protected data.
  • Flexible customizations
    Opt for pre-built options or seek personalization, and we'll confirm your data is on point.

How Does Dynamics 365 to Salesforce Service Cloud Data Migration Run?

You can carry out data import in five simple moves, using our automated migration service. However, if you have specific requirements or a unique data structure, feel free to select a custom way.

Connect platforms

Connect your source and target platforms

Map and match data

Specify how your data should be transferred

Test-drive

Start a Demo to access the replication tool and its results

Full Data Migration

Start or plan your data transition

Advance Your Dynamics 365 to Salesforce Service Cloud Move
with These Functionalities

Get a tailored data replication experience that meets your company’s needs. The Help Desk Migration service brings functionalities to empower you to succeed your help desk records movement in the painless way.

  • Demo with custom data: Select 20 entities for migration

    Don’t take any chances. Make sure you recognize exactly what the entities will look like after you’ve copied them. Help Desk Migration’s Demo with custom data empowers you appoint 20 entities for a test import.

  • Migrate newest records first

    Opt for this castomization to import your newest records in a chronological order, from most recent to oldest. This out-of-the-box feature is applicable to Full Migrations.

Your Help Desk Data Import and Export is the Whole Way Along

Help Desk Migration service comes with every migration options with no compromising on security. We commit to the recent standards, run frequent upgrades, and invariably scan all facilities.

We use a stringent 2FA authentication policy

Our Migration Wizard uses 2FA authentication. What’s more, users can only export Dynamics 365 records if they have admin rights. With these safety functions in order, you won’t have to worry about information leak.

3-level data protection

We provide three levels of business data safety: physical (we protect our data hosting facilities against any breach), network (we take care of our networks against cyber abuse), and app (we protect your records within our importing service against unsanctioned access).

We fulfill industry-standard fundamentals

Help Desk Migration service commits to top ranking security standards, ensuring utmost greatest protection for your business records. We meet the demands and requirements of HIPAA, CCPA, PCI DSS Level 1, GDPR, and other key data protection principles. And our broad compliance set is getting extended.

How much does Dynamics 365 to Salesforce Service Cloud data migration cost?

How much will you need to invest in the switch from Dynamics 365 to Salesforce Service Cloud? The price will largely build upon the data volume you need to migrate, the complexity of your specifications, and the options you’ll choose or custom work you’ll request. Start a Free Demo to check the Migration Wizard work and learn how much your migration will cost.

Run a Demo to get the price

Feedback inspires us elevate our solution: Some words from our customers

Download checklist

Find out the way to prepare for Salesforce Service Cloud data migration

Prepare for Salesforce Service Cloud data migration by checking an in-depth step-by-step guide

Full Dynamics 365 to Salesforce Service Cloud Migration in a Few Clicks

Import your records from Dynamics 365 to Salesforce Service Cloud with no bother with no disarranging from what truly matters — dealing with your clients’ requests. Our tool manages all the work behind the scenes while you simply enjoy using your chosen platform.

Get more additional resources about data migration

Willing to learn more about help desk business records migration and support service upgrading? Look at our blog.

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