Dynamics 365 Migration Consulting Services for SMBs
Migrate with confidence. Minimize risk. Enhance performance.
Are you still using legacy ERP/CRM systems and spreadsheets? It’s time to switch to a better system. Vastasys helps SMBs with Dynamics 365 migration consulting, ensuring safety and efficiency.
Why Should SMBs Migrate to Dynamics 365?
Migrating from spreadsheet-based or legacy ERP/CRM based systems to Dynamics 365 enhances operational efficiency and reduces costs. However, SMBs can’t deal with long, disruptive migration timelines. Our specialized services for Dynamics 365 migration consulting for SMBs, help you to
Keep day-to-day business running during transition. Avoid migrating poor quality and redundant data. Simplify processes and ensure faster turnaround. Deliver real business value to your team members.Get a Migration Roadmap
Contact our Dynamics 365 migration consultants for SMBs and get a detailed migration roadmap that gives you an accurate estimate of costs and timelines.
Get Your RoadmapD365 Migration Services for SMBs
Migration Readiness & Planning
- Reviewing existing systems like CRM, ERP, spreadsheets, and databases.
- Assessing data quality, volume, and complexity.
- Identifying risks and dependencies.
- Defining scope, timelines, and success KPIs
Data Migration & System Setup
- Phased data migration as per business requirement.
- Core system configuration aligned with needs.
- Role-based security and access setup.
- Data and system validation.
Process Transition & Redesign
- Review current workflows and optimize them.
- Eliminate unnecessary steps and automate workflows.
- Design processes according to SMB needs.
- Align processes with advanced AI capabilities.
Post-Migration Support & Training
- Post-migration technical support.
- Change management for SMBs.
- System optimization support
- Role-based training.
Need Migration Support?
Contact our certified Microsoft Dynamics 365 migration consultants and assess how transitioning to D365 can improve the performance of your local business.
Check Migration ReadinessTypes of Migration
Migrating from older or unsupported CRM systems to Dynamics 365.
- Cloud CRM for better sales campaign management.
- Improved performance and reliability.
- Reduced costs and higher lead conversions.
Transition SMB operations from legacy ERP to Dynamics 365 modules.
- Modern cloud ERP with low infrastructure costs.
- Enhanced visibility into finance, projects, and operations.
- Improved compliance, reporting, and auditability.
Transitioning from Excel, Google Sheet and others to Dynamics CRM/ERP.
- Centralized and structured customer data.
- Improved visibility across processes.
- Unified dashboards for task execution.
Make your small business ready for AI with specialized D365 migration.
- Structured, clean data, ready for AI & automation.
- Building foundation for Copilot, predictive analytics and smart reporting.
- Future-ready systems that don’t require reimplementation.
Migrate from
Switch to D365 Modules Like
Industries We Support
Our Success Stories
Discover how we have helped SMBs from diverse industrial sectors migrate from legacy ERP and CRM to Dynamics 365 and enhance their operational efficiency.
Read Case StudiesWhy Choose Us?
SMB-First Approach
SMBs face unique challenges when it comes to D365 migration. With our SMB-First approach, we make the process faster, minimizing disruption, and reducing the overall stress of migration.
Cost-Optimization
Dynamics 365 migration costs can be high. At Vastasys, we use innovative methods to cut down on the costs of migration to make it justified for small, local businesses.
Certified Dynamics 365 Specialists
Vastasys is a specialist Dynamics 365 ERP and CRM migration partner. We have years of experience in helping SMBs across geographies migrate to Dynamics 365 and unlock efficiency.
Vastasys vs Others
| Feature/Aspect |  Vastasy SMEs Choose Us | Other Consultants |
|---|---|---|
| Migration Strategy | SMB-first, outcome-based migration planning | Generic migration planning |
| Data Approach | Careful, phased migration of clean, relevant data | Lift-and-shift approach which can be risky |
| Disruption | Phased migration is low risk, causing minimal disruption. | Generic migrations can cause major disruption |
| Process Handling | Simplifies and enhances processes after migration | Replicates legacy processes after migration |
| AI Readiness | Prepares the migrated data for AI adoption | Focuses solely on moving data |
Locations We Serve
Toronto, Calgary, Vancouver, Ottawa, Montreal, Mississauga, Hamilton, Edmonton, Winnipeg, Brampton and beyond.
New York, Boston, Detroit, Miami, Houston, Dallas, San Francisco, Los Angeles, Seattle, Atlanta, Charlotte, and beyond.
Our Process
Assessment
- Review existing legacy systems
- Assess data quality
- Decide what to migrate, redesign, or archive
Prepare the D365 Environment
- Set up the Dynamics 365 tenant
- Configure, customize, integrate systems as per requirements
- Design security roles and access controls
ETL & Data Cleanup
- Extract data from legacy systems
- Transform data to meet D365 format
- Clean data structures
Migrate & Test
- Migrate data in small batches in sandbox
- Test for data integrity, speed and other parameters
- Resolve all detected issues
Go Live & Support
- Execute migration in production environment
- Test for any issues
- Provide extensive post-migration support
- Provide role-based training
Get a Detailed Timeline for Migration
Get in touch with one of the experienced Dynamics 365 migration consultants and get a timeline for migration, tailored to your needs
Get a RoadmapResults You Can Expect?
Further Actions
- Discover when and how to migrate
- Get a detailed data migration roadmap
- Get a customized cost-benefit analysis
Smarter Dynamics 365 Migration Consulting for SMB
Upgrade the way you manage operations and get more customers with Dynamics 365 migration consulting for SMBs. Switch to the better platforms with expert support you can count on.
Get StartedFrequently Asked Questions
The entire process usually takes about 3 to 10 weeks. However, in case of poorly structured data, lack of proper permissions and other factors, it might take significantly longer.
The cost of Dynamics 365 is dependent on a multitude of factors. This includes, but is not limited to, the volume of data, the existing structure, permissions, integrations, and customization you will need. Contact us for a detailed cost estimate
We follow a phased migration process, and your existing platform remains active until the end of the process. So, you will be able to use the existing CRM/ERP system. However, during certain phases of the migration process, the existing system might not be available for use by your team members.