Salesforce to Dynamics 365 Data Migration
Consolidating on the Microsoft stack? Settle automates the mapping between Salesforce's object model and Dynamics 365's Dataverse entity framework — preserving relationships, custom fields, and business logic.
Working with enterprise teams on active migration programs
Days
to production-ready mappings
Roughly half
the cost of consulting-led delivery
Every row
validated before go-live
Enterprise migrations routinely run months behind schedule. Yours doesn't have to.
This guide is for VPs of IT, data architects, and migration leads at companies moving data from Salesforce to Microsoft Dynamics 365 — whether you're scoping, planning, or mid-program.
Salesforce and Microsoft Dynamics 365 use fundamentally different data architectures. Settle bridges this structural gap automatically — handling schema profiling, field mapping, data transformation, and validation that typically consumes months of manual effort.
Based on the founding team's enterprise migration experience
Last updated July 2026
How Settle automates your Salesforce to Microsoft Dynamics 365 migration
Settle auto-maps Salesforce objects to Dataverse entities with field-level precision — detecting type mismatches (Text vs. Single Line, Number vs. Whole Number vs. Decimal) and proposing the correct D365 field type for each.
Picklist-to-option-set mapping is generated automatically, including dependent picklist analysis and record-type-specific value filtering — flagged where D365 business rules are needed to replicate the behavior.
Salesforce custom objects are profiled and mapped to Dataverse custom entities with relationship types (1:N, N:N) translated to D365's lookup and intersection entity patterns.
Settle catalogs every Salesforce field referenced by Apex triggers and flows, generating a dependency report so your D365 team knows exactly which Power Automate flows and plugins to build.
Get your Salesforce to Microsoft Dynamics 365 mapping analysis — see results in under an hour
Migration timeline: manual vs. Settle
Traditional approach
Timeline
4–8 months
Estimated cost
$250K–$600K
Team size
3–6 consultants
Typically requires
×Manual field mapping in spreadsheets
×Custom ABAP/SQL extraction scripts
×3–5 mock migration cycles
×Dedicated source system consultants
×Manual reconciliation testing
With Settle
Enterprise benchmarksTimeline
Days
Estimated cost
A fraction of consulting cost
Team size
1–2 internal resources
Included
✓Schema profiling & analysis
✓AI-generated field mappings
✓Transformation SQL
✓Validation & readiness reports
✓Production-ready load files
Common challenges migrating from Salesforce to Microsoft Dynamics 365
Salesforce objects to Dataverse entities
Salesforce standard and custom objects must map to Dataverse standard and custom entities. While conceptually similar (Account→Account, Contact→Contact), the field-level differences are significant — Salesforce Text(255) fields may need Dataverse Single Line of Text or Multiline, lookup relationships use different referencing patterns, and polymorphic fields like WhoId/WhatId have no direct Dataverse equivalent.
Explore related migrations →Picklist and option set alignment
Salesforce picklists (including dependent picklists and record-type-specific picklist values) must map to Dynamics 365 option sets (global and local). The value-label structure is similar but the dependency model differs — Salesforce's record type-based picklist filtering has no exact Dynamics equivalent and may require business rules or form scripting.
Explore related migrations →Apex and automation logic translation
Salesforce's Apex triggers, Process Builder flows, and Lightning flows contain business logic tied to data events. Dynamics 365 uses Power Automate, plugins, and business rules. While the data migrates, the automation logic must be rebuilt — and Settle flags which data fields are referenced by Salesforce automation so the D365 team knows what logic to recreate.
Explore related migrations →Salesforce sharing model to D365 security
Salesforce's organization-wide defaults, role hierarchy, sharing rules, and manual shares control record visibility. Dynamics 365 uses business units, security roles, teams, and access teams. The access control translation affects which records are visible to which users post-migration and requires parallel security architecture design.
Explore related migrations →Salesforce to Microsoft Dynamics 365 field mapping — what data moves
12 data objects typically migrated
| Source Object | → | Target Object |
|---|---|---|
| Account | → | Account |
| Contact | → | Contact |
| Opportunity | → | Opportunity |
| OpportunityLineItem | → | Opportunity Product |
| Lead | → | Lead |
| Case | → | Case |
| Campaign | → | Campaign |
| Task / Event | → | Activity (Task / Appointment) |
| Product2 / PricebookEntry | → | Product / Price List Item |
| Quote / QuoteLineItem | → | Quote / Quote Product |
| Custom Objects | → | Custom Entities |
| Attachment / ContentDocument | → | Note / Annotation |
Typical enterprise migrations include 500K–10M+ records across these objects. Settle handles profiling and mapping at enterprise scale.
The cost of manual Salesforce to Microsoft Dynamics 365 migration
Salesforce to Dynamics 365 migrations are driven by Microsoft stack consolidation. Companies that run Office 365, Azure, and Teams increasingly question why they're paying Salesforce premium pricing when Dynamics 365 integrates natively with their existing Microsoft ecosystem. This migration is especially common after CIO transitions where new leadership prefers a unified vendor strategy, or during enterprise license agreement renewals where Microsoft offers aggressive Dynamics 365 bundling against Salesforce renewals.
Despite both being major CRM platforms, the data models differ substantially. Salesforce uses a proprietary object model with Apex classes, Visualforce pages, and Lightning components. Dynamics 365 uses Dataverse (formerly Common Data Service) with Power Platform integration. Salesforce lookup and master-detail relationships map to Dataverse lookups and polymorphic lookups differently. Custom objects become custom entities, but field types, option sets (picklists), and business rules translate with varying fidelity. Salesforce's sharing model (OWD, profiles, permission sets) maps to Dynamics 365's security roles and business units through a different paradigm.
Companies typically use Microsoft's data migration tools or partner solutions like Scribe/TIBCO, KingswaySoft, or manual CSV export/import. Even with tools, the custom field mapping, picklist value alignment, and relationship translation require extensive manual effort — typically 3–8 months with dedicated CRM consultants.
Consulting-led delivery for migrations in this class typically runs $250K–$600K. Settle prices it fixed and scoped — read the full cost breakdown.
Frequently asked questions
Related migration paths
Exceptions surface before the first load, not after the third.
Built by the team that ran Fortune 500 migrations by hand. Currently onboarding enterprise design partners on active migration programs.
Ready to migrate from Salesforce to Microsoft Dynamics 365?
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