Microsoft Dynamics to Salesforce Migration: Watch This Demo Before You Start

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Migrating from Microsoft Dynamics to Salesforce means more than moving records. It means rebuilding a data model, mapping fields that do not exist in the target system and keeping business operations running while the transfer happens. In this demo, we walk through exactly how conemis transition cloud handles the full data journey, metadata first, then data, end to end without manual workarounds.

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Scope definition: knowing what to migrate before you move anything

A Microsoft Dynamics to Salesforce migration starts with understanding the source. Before any field is mapped or any record is transferred, the migration scope has to be defined accurately. In ctc, the source environment is scanned automatically, and the results are surfaced in a visual interface where the project team makes the scope selections.

After the Microsoft Dynamics source is connected, ctc scans the environment automatically and surfaces a complete list of all available objects, including custom ones. The platform highlights the objects most likely to be relevant to the migration scope, presented in a way that is readable for team members who are not technical or deeply familiar with Dynamics. Scope definition becomes a collaborative decision rather than a developer task.

In the demo, we select Account and Contact as the migration objects. If you want to see the full assessment feature in detail, a dedicated walkthrough is linked in the video description.

Metadata first: creating the right data model in Salesforce before data arrives

Before any data moves, the target system has to be ready to receive it. Standard Salesforce does not include every field that Dynamics carries. Custom fields, business-specific attributes, and data types that exist in the source have to be created in Salesforce first, or the data load has nowhere to land.

This is where ctc's metadata matching step runs. From the metadata transfer screen, the platform identifies the gaps between the source data model and the Salesforce target. For the demo scenario, four fields need to be created before data can transfer:

• Account: Credit Limit and Annual Revenue Range

• Contact: Preferred Contact Method and Customer Loyalty Level

The mapping interface handles this field by field, with controls for labels, API names, field types, and naming conventions that comply with Salesforce's API standards. Auto-matching is available for larger field sets. For the demo, we map manually to show exactly what the configuration step involves.

When the mapping is complete, deployment runs with a single click. The demo shows the Salesforce org updating in real time: the Account and Contact objects include the new custom fields immediately after the deployment status shows success. No manual setup. No misaligned field types on arrival.

Data migration: extracting from Dynamics and loading into Salesforce

With the metadata deployed and the data model aligned, the data transfer runs. ctc handles extraction and load as a connected workflow, not two separate operations.

On the extraction side, the platform uses extract definitions to pull data from multiple objects in a single operation without writing SQL queries manually. Account and Contact records are extracted directly from Microsoft Dynamics and held securely on the platform until the load runs.

The load step imports the extracted data directly into Salesforce. Real-time monitoring through the import history dashboard shows the status of every running job as it happens:

• Records imported, updated, and failed tracked live

• Error types categorized for faster troubleshooting

• Failed records isolated and reloadable without rerunning the full job

That last point is what changes error resolution on a large migration. Instead of restarting the entire load when records fail, ctc reruns only the records that need it. The demo shows this flow end to end, from load start to the completed Account and Contact records appearing in Salesforce with their linked relationships intact.

What you will get from watching the demo in action

The video walks through the full platform in a live environment, not a slide deck. For a team evaluating a Microsoft Dynamics to Salesforce migration, the sections worth watching closely are:

• The assessment scan and scope selection, to understand how ctc reads the source environment before scoping begins

• The metadata matching interface, to see how field gaps are identified and closed before data moves

• The real-time load monitoring and error categorization, to understand how the platform manages issues during execution

• The Performance Cockpit, referenced at the close of the demo, which gives project managers a live view across all migration streams

Throughout the demo, the platform requires no code and no custom scripts. The same workflow that handles Account and Contact in this scenario applies to any source system with a supported connector, including other CRM platforms, ERP systems, and legacy applications.

Key Takeaways

• A Microsoft Dynamics to Salesforce migration requires metadata alignment before data can transfer. Fields that exist in Dynamics but not in Salesforce have to be created in the target org first, or the data load fails on arrival.

• ctc's assessment module automatically scans the Dynamics environment and surfaces all objects, including custom ones, in a visual interface that non-technical team members can engage with during scope definition.

• Metadata matching identifies field gaps and deploys custom fields to Salesforce in one step, with controls for labels, API names, and data types that comply with Salesforce naming conventions.

• Extract definitions pull data from multiple objects simultaneously without manual query writing, and the load imports directly into Salesforce with real-time status monitoring.

• Error resolution targets only failed records, not the full dataset, which reduces rework time on large migration runs.

• The Performance Cockpit gives project managers live visibility across all migration streams throughout the project.

Ready to see ctc handle your Dynamics to Salesforce migration?

Book a personalized demo and walk through your specific migration scope with the conemis team. Whether you are migrating a single object set or a full CRM, the workflow is the same: metadata first, data second, no manual workarounds.

✔️ Fully secure  

✔️ No code required  

✔️ Built for enterprise-grade complexity

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