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Microsoft Dynamics 365 Migration Services

Microsoft Dynamics 365 Migration Services

Migrate Your CRM Without Data Loss, Downtime, or Business Disruption

Legacy and third-party CRM systems often limit growth, automation, and business visibility. Aegis Softtech helps you migrate to Microsoft Dynamics 365 with zero downtime and complete data integrity, enabling unified operations, real-time insights, and seamless integration with the Microsoft ecosystem.

Backed by 20+ years of enterprise technology expertise, we provide a complete Dynamics 365 migration service. Our Microsoft-certified consultants manage every migration in-house—no subcontractors involved.

Talk to Migration Experts
Microsoft Partner logo
20+

Years of Microsoft Excellence

99%

Data validation accuracy

500K

Records Migrated

100+

Global Enterprises Served

Consult with Experts
Microsoft Dynamics 365 migration consultant assisting businesses
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Trusted by Clients

Google Reviews: Rated 4.7 Stars.
Aegis Softtech Client Reliance
Aegis Softtech Client Tata Consulting Services
Aegis Softtech Client Zydus
Aegis Softtech Client Sterling Hospitals
Aegis Softtech Client Nirma
Aegis Softtech Client Ajio
Aegis Softtech Client efacec
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Certificates & Appreciations

Trusted, verified, and independently recognized.

Aegis Softtech has earned industry recognition as a trusted Dynamics 365 Migration Company for delivering reliable software solutions, enterprise migrations, and quality engineering services.

Explore our verified awards and credentials, including Clutch Top Software Developer recognition, D-U-N-S® Registered Company status, Top Software Testing Company awards, and other industry certifications by clicking on the logos below.

Clutch Badge SuperbCompanies Badge Goodfirms Badge Crunchbase Badge ISO Badge D-U-N-S Badge

Is Dynamics 365 Migration Right for Your Business?

We offer our Microsoft Dynamics 365 migration services to those companies who:

Team planning a Microsoft Dynamics 365 migration project
  • Have grown up with their existing CRM platform like Salesforce, HubSpot, Zoho, SAP, Oracle CRM, etc., and now require a Dynamics 365 upgrade to access modern capabilities, automation, and cloud scalability.
  • Require huge data migration without any loss of data accuracy and business continuity.
  • Need Dynamics 365 customizations, workflows, reports, security roles, and integration to be maintained while doing the migration.
  • Need to consolidate more than one system of CRMs/ERP into Dynamics 365 platform.
  • Need migration consultants certified by Microsoft who can take care of the whole migration process themselves.
  • Need post-migration optimization, user training, hypercare, and ongoing managed support.

Our Microsoft Dynamics 365 Migration Services

Our Microsoft Dynamics CRM Migration Services include migrations from on-premises legacy solutions and cloud migrations to Microsoft Dynamics 365 without any business disruption. After migration, our team can also support your Dynamics 365 implementation needs, including configuration, customization, integrations, and deployment.

Whichever module or migration source you're working with, we scope, map, and execute the move as one accountable team. Aegis Softtech doesn’t have a chain of subcontractors.

Microsoft Dynamics 365 data migration services Data

Microsoft Dynamics 365 data migration

We audit and cleanse all records from your current system, both structured and unstructured, and move those records into Dynamics 365 in phases without halting any business activity.

Microsoft Dynamics 365 CRM migration services CRM

Microsoft Dynamics 365 CRM migration services

All your contacts, accounts, opportunities, pipeline, and workflow history is transferred seamlessly without duplicates or incorrect field mappings prior to going live.

Microsoft Dynamics 365 migration consulting services Strategy

Dynamics 365 migration consulting services

Not sure which modules, licensing tier, or migration path fits your business? Our consultants assess your current stack and build the roadmap before any data moves.

Dedicated Microsoft Dynamics 365 migration company Delivery

Dedicated Dynamics 365 migration company

An internal migration team will be responsible for everything from discovery to post-launch. There won’t be any handover of responsibilities during your migration phases to any external parties.

Move from Salesforce, HubSpot, Zoho, or any platform with a secure, low-risk migration.
Book a Free Migration Assessment
Microsoft Dynamics 365 migration consultant providing expert guidance

Why Choose Aegis Softtech for Dynamics 365 Migration?

20+ years of Microsoft Dynamics 365 migration experience

20+ Years of Enterprise Technology Experience

With more than 20 years of experience in the industry, dealing with Microsoft solutions, we create solid methodologies that reduce the risk of failure and ensure predictability of outcomes.

Microsoft Solutions Partner for Dynamics 365 migration

Microsoft Partner

As a Microsoft Partner, we combine Microsoft's recommended architecture, security standards, and migration best practices with the expertise of our 35+ Microsoft-certified consultants to deliver secure, reliable Dynamics 365 migrations.

In-house Microsoft Dynamics 365 migration team

No Subcontractors

Every Dynamics 365 migration is handled by our in-house Microsoft-certified team. We never subcontract your project, ensuring consistent quality, direct communication, and complete accountability from planning to go-live.

Enterprise-grade security for Dynamics 365 migration

Enterprise-Grade Security

Our migration process follows secure data handling practices and ISO-certified processes to protect sensitive business information throughout the migration lifecycle.

DUNS registered Microsoft Dynamics 365 migration company

D-U-N-S Number Registered

We have a D-U-N-S number that can be verified independently by your company during vendor onboarding.

Global Microsoft Dynamics 365 migration services

Global Delivery Model

We offer a global delivery model designed to offer overlapping working hours with clients located in the USA, UK, Europe, Australia, Singapore, the Middle East, India and APAC regions.

Zero-downtime Dynamics 365 migration services

Migration with Business Continuity

Our services are designed in a way that ensures minimum downtime at the time of delivery. Apart from that, we offer a rollback plan, extensive testing, and post-go-live assistance along with every engagement rather than as a separate service.

Microsoft Dynamics 365 migration readiness assessment

Migration Readiness Assessment

Before data migration, we assess your CRM architecture, integration, customization, data quality, and business processes to identify potential threats and offer you the best possible migration approach.

Meet Our Microsoft Dynamics 365 Migration Team

Our team of 35+ Microsoft-certified Dynamics 365 experts brings deep expertise in migration planning, data mapping, integrations, validation, customization, and post-go-live support. Whether you want to hire dedicated developers for your Dynamics 365 migration project or need end-to-end migration assistance, our specialists ensure secure transitions with minimal disruption.

View Our Microsoft Dynamics 365 Migration Consultant Profile
Microsoft Dynamics 365 migration consultant Nikul P.
Nikul P.

Our Dynamics 365 Migration Framework

A six-stage migration path, planned before we touch your data

Every Dynamics 365 migration we run follows the same disciplined sequence — the order is what keeps your systems live while the move happens.

01

Discovery & system audit

We document your existing data sources, integrations, and workflows, as well as identify any silos, duplications, and inconsistencies before scoping the project.

02

Migration strategy & roadmap

We select the appropriate Dynamics 365 components, map their migration schedule, and plan a realistic timeline, budget, and risk management plan that takes into account your company’s calendar.

03

Data mapping & cleansing

Fields are mapped to their Dynamics 365 counterparts; duplicate records are consolidated, any format issues corrected, and old data is archived before migration.

04

Test migration & validation

A sandbox run moves a representative data set first, so we can catch mapping or integration issues before your production data ever moves.

05

Production cutover

The full migration runs in scheduled phases during low-activity windows, with reconciliation checks confirming record counts and data accuracy at each step.

06

Go-live & post-migration support

We support user onboarding, monitor the new environment, and stay on for fixes and fine-tuning as your team settles into Dynamics 365. We offer a 2 to 4 month post-go-live support period.

Our Microsoft Dynamics 365 Migration Process:

01
Legacy CRM & Business Systems
02
Assessment & Discovery
03
Data Cleansing & Preparation
04
Data Mapping & Transformation
05
Migration Engine & Integration Layer
06
Validation & Quality Checks
07
Microsoft Dynamics 365
08
Power BI Analytics
09
Microsoft 365 Ecosystem
10
Azure Cloud & Integration Services
11
Power Platform
Start by implementing an effective migration plan that will help you avoid downtime and safeguard your data.
Book a Free Migration Assessment
Microsoft Dynamics 365 migration consultant assisting with migration planning

How We Solve Common Dynamics 365 Migration Challenges

All CRM migrations have their associated risks, ranging from poor data quality to integration issues and user acceptance issues. Our Microsoft Certified migration experts spot these risks upfront and devise mitigations in all our projects.

Migration ChallengeHow We Solve It
Data loss and inconsistent recordsOur first step before migration is an audit of your data, followed by cleansing, deduplication, and mapping to Dynamics 365 entities.
Business downtime during migrationMigration is performed in phases; test migrations take place in sandbox environments, and production migrations occur during low business activity times. Rollbacks are planned for each production migration.
Broken integrations after migrationAll the existing integrations undergo assessment, and we either rewrite or improve them using native connectors for Microsoft products, Power Platform, APIs, Azure Integration Services, or middleware. End-to-end testing will be performed to make sure that all business processes continue working uninterrupted.
Legacy customizations and workflowsOur consultants examine all the existing plugins, workflows, custom entities, business rules, and Power Automate flows to find out what needs to be migrated, improved, or retired for long-term benefit.
Poor user adoption after go-liveWe provide administrator training, user training by roles, documentation, and post-go-live support to let people switch to Dynamics 365 without any productivity disruptions.

Migration Governance & Security

All Microsoft Dynamics 365 migrations go through a structured governance process with security built-in to protect your data and minimize any risk.

ISO 27001 compliant Dynamics 365 migration process

ISO 27001-Compliant Delivery

Secure processes and documentation for data handling.

Secure access control for Dynamics 365 migration

Restricted Access

Controlled access to migration environments and business data.

Dynamics 365 migration testing in a sandbox environment

Sandbox Testing

Migration testing in a non-production environment.

Dynamics 365 migration contingency and rollback plan

Contingency Plan

Plan to reduce risk in case of issues at go-live.

Data reconciliation during Dynamics 365 migration

Data Reconciliation

Data accuracy check before and after migration.

Dynamics 365 migration audit activity log

Audit Activity Log

Complete documentation of migration activities and validation.

Post-go-live monitoring for Dynamics 365 migration

Post-Go-Live Monitoring

Hypercare and performance monitoring after deployment.

Platforms We Migrate From

Most Dynamics 365 migration projects fall into one of three starting points — we've run all three.

From Legacy Dynamics

Dynamics NAV, GP, AX & on-prem CRM

Retire outdated Dynamics ERP and CRM installs and their maintenance overhead, moving to a cloud-based Dynamics 365 environment with modern automation and reporting.

From Third-Party Systems

Salesforce, Oracle Siebel, Zoho, SAP & other CRM/ERP

Consolidate disconnected tools into the Dynamics 365 ecosystem, with native integration into Microsoft 365, Power BI, and Azure once the migration completes.

From Spreadsheets & Point Tools

Manual processes & accounting software

Move financial, inventory, and customer data out of spreadsheets and standalone accounting tools into a single Dynamics 365 Finance or Business Central system, JSON, XML, CSV files.

What Can We Migrate?

Integrations & Files

  • Third-Party Integrations
  • APIs
  • Attachments & Notes
  • Documents, custom JavaScript, Call recording

Business Logic

  • Plugins
  • Workflows
  • Business Rules
  • Power Automate
  • Business process flows
  • Users

CRM Data

  • Accounts
  • Contacts
  • Leads
  • Cases
  • Custom entities

Reporting

  • Dashboards
  • Reports
  • Security Roles
  • Historical Data
  • Auditing data

Sales Data

  • Opportunities
  • Quotes
  • Products
  • Orders & activities

Before migration, our team conducts an audit of your Dynamics 365 system to identify obsolete workflows, redundant fields, old plugins, non-functional users, and reports that should be removed. Not everything will automatically be transferred to the new system. Every element will be audited by our team to establish its usefulness for migration.

Each migration is approached with meticulous care regarding data quality, performance, and usability of the new Dynamics 365 system.

Microsoft Technologies We Use for Dynamics 365 Migration

Core Dynamics 365
Microsoft Dynamics 365 Sales Dynamics 365 Sales
Microsoft Dynamics 365 Customer Service Dynamics 365 Customer Service
Microsoft Dynamics 365 Field Service Dynamics 365 Field Service
Microsoft Dynamics 365 Marketing Customer Insights Journeys Dynamics 365 Marketing (Customer Insights – Journeys)
Microsoft Dynamics 365 Business Central Dynamics 365 Business Central
Microsoft Dynamics 365 Finance Dynamics 365 Finance
Microsoft Dynamics 365 Supply Chain Management Dynamics 365 Supply Chain Management
Microsoft Dynamics 365 Project Operations Dynamics 365 Project Operations
Microsoft Dynamics 365 Human Resources Dynamics 365 Human Resources
Microsoft Power Platform
Microsoft Power Apps Power Apps
Microsoft Power Automate Power Automate
Microsoft Power BI Power BI
Microsoft Copilot Studio Copilot Studio
Microsoft Dataverse Dataverse
Azure & Integration
Microsoft Azure Microsoft Azure
Microsoft Azure Integration Services Azure Integration Services
Microsoft Azure Data Factory Azure Data Factory
Microsoft Azure Logic Apps Azure Logic Apps
Microsoft Azure API Management Azure API Management
Microsoft Azure DevOps Azure DevOps
Microsoft 365 & Security
Microsoft 365 Microsoft 365
Microsoft Teams Microsoft Teams
Microsoft SharePoint Microsoft SharePoint
Microsoft Outlook Microsoft Outlook
Microsoft Entra ID formerly Azure Active Directory Microsoft Entra ID (formerly Azure Active Directory)
Data & AI (optional but valuable)
Microsoft SQL Server SQL Server
Microsoft Fabric Microsoft Fabric
Microsoft Azure AI Foundry Azure AI Foundry

Success Stories

45%

Reduction in Manual CRM Administration

The client is an industrial manufacturer struggling with an outdated on-premise system. We migrated their existing system to Dynamics 365 Sales, eliminating local server maintenance. This reduced manual CRM administration by 45% and unlocked real-time pipeline reporting alongside 100% transparent customer journey visibility.

Read Detailed Case Study
50%

Faster Group Onboarding

We consolidated the client’s fragmented regional software systems across multi-facility networks into a single, secure Dynamics 365 instance. We engineered secure data pipelines and automated their patient onboarding workflows, reducing the group onboarding delays by over 50% and removing manual cross-location verification.

Read Detailed Case Study
38%

Reduction in Annual Software Overhead

The client is one of the leading companies offering professional services, and they wanted to move from Salesforce to Dynamics 365 in order to improve licensing. Our company migrated 4.5 million data rows, reconstructing critical integrations with no downtime at all. This reduced their annual software overhead by 38%.

Read Detailed Case Study

Testimonials

"Aegis Softtech’s brilliant migration strategy moved our entire manufacturing footprint onto Dynamics 365 Business Central. Their custom data extraction scripts and approach have eliminated our software silos, slashed our end-of-month closing times by 60%, and finally provided real-time visibility into our supply chain."

- Harrison Vance

VP of Supply Chain & Infrastructure

"We were buried under manual spreadsheet reconciliations every month. Aegis Softtech migrated our legacy data pools into a unified instance of Dynamics 365 Finance and removed our document issues. Our month-end financial reporting speed increased by 60%, and our manual data entry dropped by 65%. They made a complex migration feel incredibly organized."

- Sandra Mercer

Chief Financial Officer

Industries We Help Migrate to Microsoft Dynamics 365

Microsoft Dynamics 365 migration for manufacturing

Manufacturing

Enhance existing CRM and ERP solutions through data migration of customers, production, stock, and support into Microsoft Dynamics 365. We help manufacturers gain insight into sales and integrate Dynamics 365 with ERP, supply chain, and production systems.

Microsoft Dynamics 365 migration for healthcare

Healthcare

Migrate patient relationships, referrals, providers, and service management data securely. Aegis Softtech's Microsoft Dynamics 365 CRM migration helps healthcare organizations to consolidate information and increase care coordination.

Microsoft Dynamics 365 migration for retail

Retail

Keep customer information, sales, loyalty, and inventory data in Dynamics 365 to build an ecosystem that works for your retail business. We help your retail company integrate the CRM platform with eCommerce, Point of Sales, finance, and marketing systems.

Microsoft Dynamics 365 migration for financial services

Financial Services

Store your customer data, sales pipeline, service requests, and any other relevant data in Microsoft Dynamics 365 securely and accurately. We assist banking institutions, NBFCs, insurance firms, and financial institutions in upgrading their existing CRM platforms.

Microsoft Dynamics 365 migration for logistics and transportation

Logistics and Transportation

Migrate all sorts of data, including customer, shipping, warehouse, and service data, into Dynamics 365 for improved operational transparency in the logistics industry. Our migration specialists make sure that connections with ERP systems, fleet management systems, and third-party logistics providers remain functional post-migration.

Microsoft Dynamics 365 migration for professional services

Professional Services

Migrate your current data, including customers' data, project history, contracts, and opportunities, to the Microsoft Dynamics 365 platform without having an impact on the ongoing projects. We help service-oriented businesses, such as consulting and IT firms, to collaborate better and manage their resources.

Microsoft Dynamics 365 migration for education

Education

Transfer student, alumni, admissions, fundraising, and stakeholder data to the Microsoft Dynamics 365 system. Our migration services cater to educational organizations in need of a CRM upgrade.

Microsoft Dynamics 365 migration for real estate

Real Estate

Migrate your property, customer, broker, leasing, and sales data to Microsoft Dynamics 365 with full validation of all data. We can help real estate developers, agencies, and property managers streamline lead management and engagement.

Microsoft Dynamics 365 migration for technology

Technology

Whether you are a Software-as-a-Service company, software developer, or IT services provider, we can migrate all your existing data, including CRM data, processes, customer service records, and integration to Dynamics 365. We assist tech companies in scaling their operations by using a modern Microsoft ecosystem.

Leadership Behind Your Project Success

Harsh Savani - Director & Head of Operations
Harsh Savani

Director & Head of Operations

Rajen Raiyarela - Delivery Head, Aligning Team-Outcomes
Rajen Raiyarela

Delivery Head, Aligning Team-Outcomes

Flexible Engagement Models for Dynamics 365 Migration

Have questions about your Dynamics 365 migration? Speak with our consultants before you begin your migration journey.
Book a Free Migration Assessment
Microsoft Dynamics 365 migration consultant discussing migration planning
Latest Insights
TABLE OF CONTENTS

Who We Help

Our Migration Services

Why Aegis Softtech

Meet Our Team

Migration Process

Migration Challenges

Migration Platforms

What We Migrate

Technologies We Use

Success Stories

Industries We Serve

Engagement Models

FAQs

Microsoft Dynamics 365 Migration
Microsoft Dynamics 365 migration consultant

FAQs

The migration of a small CRM system requires 4 to 8 weeks. However, larger migrations involving a lot of integrations are completed between 4 and 12 months.

Cost varies based on how much data you have, how many systems you have that are sources, how much cleansing you need to do, and if any custom integrations will be rebuilt. You get a fixed-scope estimate following a brief discussion, so there won’t be any open-ended billing.

Yes, you can migrate from obsolete systems that you no longer use. This may include Salesforce, HubSpot, Zoho CRM, SAP, Oracle CRM, and other CRM systems.

Yes, plugins, workflows, business rules, Power Automate flows, custom forms, dashboards, and security roles are discovered during assessment and migrated to the new environment.

Yes, historical data, such as old information, closed transactions, activities, and cases, can be transferred to Dynamics 365 systems if you need them for future work. These can also be migrated to the archive entity if you want them as a reference for the future.

Yes, we offer migration from Dynamics CRM 2011 to 2016 versions to cloud-based Dynamics 365 system. This is one of our key services.

Accounts, contacts, leads, opportunities, activities, cases, products, price lists, quotes, invoices, marketing lists, notes, attachments, custom entities, and historical data can all be moved along with the reports and dashboards associated with them.