Switch from Salesforce to Microsoft Dynamics 365 now – your successful transition with ORBIS

The requirements for modern CRM systems are changing all the time. Speed, flexibility, seamless integration with other solutions and, above all, efficiency and security, are now more crucial than ever. And the expectations your existing and potential customers have of your company are also on the rise. To appeal to them and remain competitive, you need intelligent, efficient and digital processes in the areas of marketing, sales and service.

We have been successfully supporting companies with the implementation of Microsoft Dynamics 365, the platform that is equipped to meet these requirements, for almost 25 years now!

Upgrade your CRM by transitioning to Microsoft Dynamics 365. There are distinct advantages when you switch platforms with ORBIS:

Phase 1: Program evaluation – potential analysis (1 to 2 days)

We start by focusing on an initial strategic assessment. We work together to analyze your existing CRM system landscape and your outlay to date. Based on this, you receive a cash flow analysis and find out what concrete added value Microsoft offers you as a platform. The aim is to provide an objective assessment with specific recommendations as to whether or not it makes sense for you to switch to Microsoft Dynamics 365.

Phase 2: Discovery – system check and future planning (5 weeks)

During the discovery phase, we take a deep dive into your current CRM structure and analyze existing integrations, customizations and future requirements based on defined success criteria. You get a detailed migration and fit-gap report, a rough time and budget outline, a change management assessment and initial workshops on Copilot and agent functions.

Phase 3: Solution review - detailed project plan (2 weeks)

Based on the gained insights, we put together a complete project plan, a technical solution description (solution blueprint) and an overview of license costs. You receive tailored demos as well as a final offer and all the information you need for making an informed decision.

Phase 4: Final contract - implementation kick-off (1 week)

Once you are ready for the next step, the final contract documents are drawn up and signed. This marks the official start of the project and we lay the groundwork for technical implementation and migration.

Phase 5: Post sale & implementation – final implementation (5 months)

The final phase consists of the actual implementation with a go-live within five months. Microsoft offers optional powerful tools such as Migration Factory and Fast Track Governance for this. In addition to technical implementation, the focus is also on adoption, change management and final project success measurement.

By choosing ORBIS, you're not only opting for Microsoft Dynamics 365 migration and therefore a future-oriented CRM system, but also for a partner that provides your business with holistic support. Tailored support on equal terms before, during and after the project is important to us.

As a long-term Microsoft partner, we have gained cross-industry experience from over 2,500 successfully implemented customer projects. As an implementation partner, we support you in your transition from Salesforce to Microsoft with this technical knowledge, our process expertise and accompanying change management.

Further details on migration and best practices are available directly from our digitalization experts – we look forward to working with you to create the right migration strategy.

Let's find out how your business can benefit from switching in a no-obligation consultation. Our experts look forward to advising you personally!