Prepare your CRM for a new era of sales and customer engagement
Dynamics CRM Migration to Dynamics 365
Today, sales and marketing teams need more than a system of record. They need better visibility into customer engagement, stronger forecasting, automation, and actionable insights. As Microsoft's focus has shifted to Dynamics 365 Sales and Customer Insights, many businesses are evaluating how modern CRM tools can support their sales and marketing strategies.
GraVoc helps organizations plan and execute successful Dynamics CRM migrations that strengthen customer engagement, streamline processes, and support long-term growth.
The Challenge
Is your Dynamics CRM helping teams move faster or creating more work?
Many organizations still use Dynamics CRM to manage accounts, contacts, opportunities, and customer interactions. But as the demands on sales and marketing increase, organizations often struggle with:
- Limited visibility into sales pipeline performance
- Manual data entry and administrative work
- Disconnected sales and marketing systems
- Difficulty personalizing customer engagement
- Limited automation capabilities
- Aging customizations and integrations
- Limited access to AI-powered tools and insights
Get an assessment before you commit
Not sure where your Dynamics CRM environment stands today? Start with a migration assessment before committing to a project.
Why Migrate from Dynamics CRM
Build a more connected customer engagement platform
Moving to Dynamics 365 is an opportunity to modernize how your organization attracts, engages, and supports customers.
Improve pipeline visibility and forecasting
Reduce manual work with AI-powered automation
Deliver more personalized customer experiences
Connect sales, marketing, and customer data
Empower teams with actionable insights
Benefit from continuous Microsoft innovation
A Dynamics CRM migration starts with understanding how your teams work
A successful CRM migration requires understanding how sales, marketing, customer service, and leadership teams use customer information every day.
Assess
Review your Dynamics CRM environment, including data, workflows, reports, integrations, and customizations.
Evaluate
Determine which Dynamics 365 applications best align with your goals, whether that includes Dynamics 365 Sales, Dynamics 365 Customer Insights, or a broader customer engagement strategy.
Modernize
Move customer records, workflows, reporting, and integrations to Dynamics 365, while improving usability.
Optimize
Continue refining automation, reporting, and user adoption after go-live.
A Better Partner Experience
CRM migration is stressful enough. Your partner should not add to it
Questions will come up during a Dynamics CRM migration. When they do, you should not have to wait days for answers or chase your CRM partner for clarity. GraVoc provides responsive communication, practical guidance, and a structured migration process to help organizations move forward with confidence.
Why GraVoc
Helping you balance familiar processes with new opportunities
Most organizations have years of customer data, workflows, reports, and integrations invested in their Dynamics CRM environment. GraVoc helps businesses modernize these systems while preserving essential capabilities.
Certified Microsoft Solutions Partner
100+ Microsoft certifications
Dynamics CRM and Dynamics 365 expertise
Responsive support from assessment through optimization
Business Software in Action
See how GraVoc helps organizations move complex systems forward
Explore how GraVoc has helped organizations modernize systems, improve workflows, connect platforms, and support business-critical operations.
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Ask about current Microsoft migration offers
Microsoft incentives and assessment offers may be available for qualifying organizations moving from Dynamics CRM to cloud-based Dynamics 365 solutions. GraVoc can help you understand what applies to your situation.
Dynamics CRM Migration FAQ:
Is Dynamics CRM still supported?
Microsoft has ended mainstream and extended support for legacy versions of Dynamics CRM and has shifted its focus to Dynamics 365. Organizations still running Dynamics CRM should begin evaluating their long-term CRM strategy and modernization options.
What replaced Microsoft Dynamics CRM?
In 2016, Dynamics CRM evolved into Dynamics 365 Customer Engagement. Today, organizations typically consider applications such as Dynamics 365 Sales and Dynamics 365 Customer Insights when modernizing from legacy Dynamics CRM.
How can I prepare for a Dynamics CRM migration?
Start with a CRM Migration Assessment. An assessment helps evaluate your current CRM environment, review customizations and integrations, and develop a roadmap before committing to a full project. Schedule your migration assessment.
Is Dynamics CRM the Same as Dynamics 365 Sales?
No, Dynamics CRM was Microsoft’s legacy on-premises CRM platform, while Dynamics 365 Sales is a modern cloud CRM application within the broader Dynamics 365 suite. Dynamics 365 Sales builds on the capabilities of Dynamics CRM and adds features such as AI-powered insights, sales automation, improved reporting, Microsoft 365 integration, and continuous product updates.