Book a migration callEscape Dynamics’ Rigid Customization Walls. Land in Salesforce.
Microsoft Dynamics CRM's complex entity relationships and form-based customization lock your sales teams into slow, inflexible workflows that don't scale. SuprSwitch's proprietary transformation layer intelligently maps your Dynamics Entities, Opportunities, and custom fields directly into Salesforce's native schema, preserving your deal history and activity records without manual intervention—completed in days, not months.
Why Sales Teams Choose SuprSwitch Over a DIY Microsoft Dynamics CRM Export to Salesforce
Microsoft Dynamics CRM's native export flattens complex many-to-many relationships, loses custom field type definitions (converting everything to text), and breaks Activity history timestamps during the transition to Salesforce's schema. SuprSwitch's in-house transformation layer preserves referential integrity across Accounts, Contacts, Opportunities, and Activities while enforcing Salesforce's strict field typing—ensuring your data arrives structured and immediately actionable.
Account–Contact–Opportunity Links Intact
Microsoft Dynamics CRM's many-to-many relationship model (Accounts relate to Contacts, which relate to Opportunities) doesn't map directly to Salesforce's parent-child hierarchy. SuprSwitch's native schema mapping engine automatically resolves Dynamics' "Customer" and "Account" entities into Salesforce Accounts, preserves the Contact lookup, and re-anchors Opportunities to the correct Account owner. Your org structure survives the transition without manual re-linking or data orphaning.
Custom Field Types Converted, Not Flattened
Microsoft Dynamics CRM exports all custom fields as text strings—losing critical type information like picklists, currencies, decimals, and booleans. SuprSwitch's transformation layer reads Dynamics' field metadata (Option Sets, Money fields, Whole Numbers) and maps them to Salesforce's native field types (Picklists, Currency, Number, Checkbox). Your custom fields land as properly typed fields, ready for validation rules and formula fields immediately after cutover.
Activity History & Timestamps Preserved
Microsoft Dynamics CRM's Task, Email, Phone Call, and Appointment records contain metadata (created_on, modified_on, owner) that Salesforce's native export function often truncates or misaligns to UTC. SuprSwitch directly extracts Activity records with full timestamp fidelity and owner attribution, mapping Dynamics' ActivityTypeCode to Salesforce Task and Event objects. Your sales team sees the complete engagement timeline without date shifts or missing interactions.
User & Team Owner Mapping (No Orphaned Records)
Dynamics CRM's owning user and team assignments don't automatically translate to Salesforce users and sharing rules. SuprSwitch's in-house engine maps each Dynamics systemuser to your Salesforce user table (matching on email or employee ID), then reassigns all Accounts, Contacts, Opportunities, and Activities to the correct owner. Records never orphan to a catch-all admin account—your team structure and deal ownership remain intact.
Every Dynamics CRM Asset, Accounted For
Microsoft Dynamics CRM manages customer relationships through Contacts, Accounts, Leads, Opportunities, Tasks, and Notes. SuprSwitch migrates all of these core object types seamlessly to Salesforce, preserving field mappings, relationships, and historical data integrity.
Built for Microsoft Dynamics CRM’s Relational Architecture
Microsoft Dynamics CRM stores data in a highly normalized SQL Server relational schema with strict referential integrity and GUIDs as primary keys. Unlike document-based systems, every entity, attribute, and relationship is bound to the platform's type system—including picklists, option sets, and custom attributes stored across multiple tables. SuprSwitch's proprietary extraction engine reads directly from the CRM database layer, bypassing export limitations and preserving the complete data graph in a single pass.
Native SQL Schema Extraction
Direct DB AccessSuprSwitch connects directly to the Microsoft Dynamics CRM SQL Server instance to extract the full relational schema without relying on export tools. We map CRM entities (accounts, contacts, opportunities) to their underlying tables and capture all attributes—including system fields like CreatedOn, ModifiedOn, and GUID primary keys—in their native format. This direct pipeline eliminates the row limits and truncation issues that plague standard exports, ensuring complete data fidelity for organizations with millions of records.
GUID-to-Salesforce ID Rebinding
Referential IntegrityMicrosoft Dynamics CRM uses 128-bit GUIDs as record identifiers across all tables, while Salesforce uses 15-18 character alphanumeric IDs and a separate junction table model for many-to-many relationships. SuprSwitch's transformation layer automatically tracks every GUID-to-ID mapping during extraction, rebuilds all foreign key relationships (including N:N associations stored in CRM's intersection tables), and ensures lookups, child records, and complex relationship graphs remain intact post-migration without orphaned records or broken references.
CRM Field Type Preservation
Schema-Aware MappingMicrosoft Dynamics CRM's attribute system includes specialized types—Option Sets (picklists), Two Options (boolean), Money (currency with precision rules), Lookup (entity references), and Custom Attributes—each with its own metadata and validation rules. SuprSwitch reads the CRM's attribute metadata layer to automatically map these types to Salesforce equivalents (Picklist, Checkbox, Currency, Lookup, Custom Field), preserving formatting, decimal precision, and field dependencies without manual intervention.
Delta Sync for Zero-Downtime Cutover
Live-Safe MigrationDuring the migration window, SuprSwitch performs an initial full extraction of your CRM database, then continuously monitors the source for incremental changes using transaction logs and timestamp tracking. On cutover day, we apply only the delta records created or modified since the initial load, ensuring your team can continue working right up to the moment of flip-over. This minimizes data loss, reduces manual rekeying, and allows for safe rollback if issues arise.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture: Microsoft Dynamics CRM → Salesforce
SuprSwitch leverages a deep understanding of Microsoft Dynamics CRM's entity-relationship model to map complex multi-entity structures—including Accounts, Contacts, Leads, Opportunities, and Activities—into Salesforce's native object hierarchy. Our process begins with automated schema audit and field classification, ensuring every CRM field is intentionally mapped or archived before data movement begins.
SuprSwitch's proprietary extraction engine reads Microsoft Dynamics CRM's native database schema and entity relationships directly, capturing Accounts, Contacts, Opportunities, Activities, and custom entities without intermediary translation layers. Full historical data and soft-deleted records are preserved during extraction.
Extracted data passes through our transformation layer, which converts CRM optionsets to Salesforce picklists, resolves lookups to Salesforce relationships, and applies custom field mappings. Batch loading pipelines then write records to Salesforce in optimized chunks, with rollback capability at each stage.
Post-migration validation compares record counts, field values, and relationship integrity across all migrated objects. Automated reports flag orphaned records, missing lookups, and data type mismatches before go-live sign-off.
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
Common Questions About Migration
Microsoft Dynamics CRM’s business process flows (BPF) are sequential stage guides with conditional branches that don’t map directly to Salesforce’s simpler sales process concept. SuprSwitch converts your BPF stages into custom Salesforce record types and picklist fields, preserving the stage sequence while maintaining data integrity. We automatically map BPF-specific metadata (required steps, data step parameters, conditional logic) into Salesforce validation rules and process builder components where applicable. This means your process logic remains enforced, though you’ll manage progressive execution slightly differently in Salesforce—we provide detailed documentation on the behavioral differences and recommend leveraging Salesforce Flow for advanced conditional scenarios.
Microsoft Dynamics CRM uses distinct Entity Relationship entities (PhoneCall, Email activities) with separate schema for communication tracking, while Salesforce consolidates phone/email fields directly on Contact/Lead/Account with a unified activity log. SuprSwitch’s transformation layer normalizes Dynamics CRM’s distributed communication attributes into Salesforce’s flattened schema during migration. For historical email and phone activity, we create Salesforce Task records linked to the parent Contact/Lead, preserving timestamps and associated metadata. The native schema mapping intelligently selects the primary phone/email from Dynamics CRM and stores secondary contacts in custom fields if needed, ensuring no data loss.
A large Dynamics CRM to Salesforce migration typically runs in phases: discovery/assessment (2-3 weeks), schema mapping and testing (3-4 weeks), dry-run migration (1 week), and cutover (24-48 hours for data sync, minimal downtime). During the cutover window, we recommend scheduling it after business hours; your Dynamics CRM instance remains read-only while SuprSwitch’s proprietary engine handles the full data load to Salesforce in parallel. Your team has zero access to neither system briefly during final validation (typically 2-4 hours), then full Salesforce access is restored. Post-migration, we provide a 30-day parallel run window where you can validate Salesforce data while maintaining Dynamics CRM as a reference.
Yes. Microsoft Dynamics CRM’s Business Unit hierarchy and separate pipeline configurations can cause complexity in Salesforce, which uses a flatter organizational model. SuprSwitch maps each Dynamics CRM Business Unit to a Salesforce organization-wide default (OWD) setting combined with sharing rules and custom permission sets, ensuring record visibility remains accurate. Your multiple pipelines (stored as different opportunity entity configurations or separate datasets per business unit in Dynamics CRM) are consolidated into Salesforce using record types and custom picklist fields to differentiate pipeline context. We create a detailed mapping document showing which Dynamics CRM records are assigned to which Salesforce org structure, and recommend post-migration training on Salesforce’s role hierarchy and sharing model to match your previous access controls.
SuprSwitch performs multi-stage data validation: record count reconciliation, field-by-field hash verification, referential integrity checks (ensuring all lookups resolve correctly), and data type conformity audits before cutover. Our validation reports identify any records that failed transformation (typically <0.1% due to unsupported character sets or field constraints). Post-cutover, you receive a detailed exception report listing any records flagged as incomplete. If discrepancies are discovered within 30 days, we perform targeted re-runs on specific record batches at no additional cost. For any data loss scenarios, we maintain a backup of your original Dynamics CRM instance for forensic comparison, and we'll re-migrate specific objects while preserving any changes made in Salesforce since cutover.