Salesforce to Dynamics 365 Migration for a Wealth Management Firm

60% Reduction in Manual Data Entry Within 60 Days

Industry

Financial Services (Wealth Management)

Services

Dynamics 365 CRM Consulting | Salesforce to Dynamics 365 Migration | Power Automate Workflow Automation

About Client

A mid-sized wealth management firm managing advisory services and portfolio operations across multiple disconnected systems.

The organization relied on Salesforce for relationship management and on a separate portfolio platform for financial operations, resulting in fragmented workflows and duplicate client records.

Business Challenge: Two CRM Platforms, Zero Clean Data

The core problems were compounding:

Duplicate client records existed across both platforms, with no automated deduplication logic in place.
Advisors manually re-entered the same client information into multiple systems for every interaction, approval, and invoice — an average of 3–4 re-entry points per transaction.
Client journey workflows were broken. Onboarding tasks, follow-up reminders, and compliance checkpoints lived in spreadsheets, not in the CRM.
No integration existed between Salesforce and the firm's portfolio management system, meaning wealth advisors lacked real-time visibility into client holdings during relationship conversations.
Licence costs were escalating. The firm was funding two platforms and a growing volume of manual workarounds, with no clear ROI from either investment.

The result was predictable: Advisor productivity suffered, client experience was inconsistent, and leadership had no single source of truth for reporting.

Why This Firm Chose Dynamics 365 Over Staying on Salesforce?

Before engaging Aegis, the firm had evaluated whether to rebuild workflows within Salesforce or migrate entirely to Microsoft Dynamics 365. Three factors drove the decision toward Dynamics 365 CRM migration:

1. Microsoft ecosystem alignment. The firm already uses Microsoft 365 (Outlook, Teams, SharePoint) across all departments. A Dynamics 365 environment would give advisors native CRM access directly inside Outlook and Teams — without switching applications.

2. Total cost of ownership. Running two platforms at Western vendor rates was unsustainable. Consolidating onto Dynamics 365, with India-based certified consultants delivering the implementation, provided a significantly lower TCO.

3. Power Automate extensibility. The firm's advisory workflows, approvals, document generation, and compliance triggers required automation. This level of Salesforce would have required expensive third-party add-ons to deliver. Power Automate, native to the Microsoft stack, covered this without additional licensing.

Aegis Solution

Aegis delivered a structured Salesforce-to-Dynamics 365 migration, combined with workflow automation and system consolidation.

Key Deliverables:

Salesforce data migration to Dynamics 365 CRM
Data cleansing and deduplication
Dataverse-based validation rules
Power Automate workflow implementation
Portfolio management system integration
Advisor onboarding and training

Our Workflow Overview

1: Discovery and Data Audit (Weeks 1–2)

Before any configuration began, the Aegis team conducted a structured audit of both the Salesforce environment and the legacy portfolio management system. This included:

A full review of existing Salesforce data fields, custom objects, and active workflows.
Identification of duplicate contacts and accounts across both platforms.
Mapping of the firm's client journey stages: prospecting → onboarding → active management → renewal.
A data quality assessment with documented cleansing rules before migration.

This discovery phase is a standard component of every Dynamics 365 CRM implementation delivered by Aegis — and the single most important factor in achieving zero data loss during migration.

2: Salesforce to Dynamics 365 CRM Migration

The Aegis team executed a structured migration from Salesforce to Dynamics 365, following a proven methodology built across dozens of CRM migration engagements:

Field mapping and transformation logic were documented before any data touched the production environment.
Data cleansing and deduplication are performed in a sandbox environment, with client-reviewed validation reports at each stage.
Sandbox parallel-run testing to verify record integrity across accounts, contacts, opportunities, and activity history.
Zero-downtime production cutover with rollback procedures in place throughout.

All historical client records, interaction logs, and opportunity data were migrated without loss. The firm's compliance team conducted independent record validation post-migration and confirmed full data integrity.

3: Client Journey Automation with Power Automate

The second major workstream addressed the manual re-entry problem directly. Aegis rebuilt the firm's core advisory workflows inside Power Automate, connected to Dynamics 365 and the portfolio management system via Dataverse:

Onboarding automation: New client intake triggers automatic document checklists, task assignments to advisors, and compliance verification steps — all without manual handoffs.
Invoice and approval routing: Approval requests previously sent by email and re-entered into two systems were replaced by a single automated flow within Dynamics 365.
Follow-up scheduling: Advisor follow-up reminders, review meeting triggers, and renewal notifications are now generated automatically from CRM data, not managed in separate spreadsheets.
Portfolio system integration: A real-time connection between Dynamics 365 and the firm's portfolio management platform gives advisors live client holding visibility during conversations, without switching applications.

4: User Enablement and Go-Live

Aegis delivered structured training for the firm's advisor and operations teams ahead of go-live, with role-specific sessions aligned to each team's daily workflows. A 60-day post-launch support period was included as standard, covering issue resolution, workflow tuning, and adoption monitoring.

Results at 60 Days Post-Implementation

Metric	Result	Driver
Reduction in manual data re-entry	60%	Power Automate automation across approvals, invoicing, and onboarding
Duplicate client records post-migration	Zero	Pre-migration deduplication and Dataverse validation rules
Time to full advisor adoption	Within 60 days	Role-specific training and structured change management
CRM platforms in operation	1 (down from 2)	Full Salesforce decommission post-migration
Portfolio system integration	Real-time	Dataverse-connected integration replacing manual cross-system lookup

Technology Stack

The solution architecture included:

Microsoft Dynamics 365 CRM
Microsoft Power Automate
Microsoft Dataverse
Microsoft 365

Outlook Integration
Microsoft Teams Integration
SharePoint Integration
Portfolio Management System Integration

Looking to Migrate from Salesforce?

If your financial services firm is managing multiple CRM platforms, experiencing manual data re-entry, or considering a Salesforce migration, speak with a certified Dynamics 365 consultant about your specific situation.

Aegis provides a structured discovery assessment before any configuration begins. You receive a documented roadmap, clear cost estimates, and realistic timelines — before you commit to anything.

Book a Free Dynamics 365 Consultation

Results verified through a post-implementation review conducted at 60 days post-go-live. Client identity is confidential. Reference available on request.