Switch from Salesforce to Microsoft Dynamics 365

Move to Dynamics 365 today and you may be eligible for some of the implementation costs to be covered by Microsoft.

The AI Advantage: Microsoft Dynamics 365 vs. Salesforce

Salesforce Reality: Connecting Salesforce to the tools your sellers use every day—like Outlook and Teams—often means clunky add-ons, manual data entry, and constant tab-switching. AI is limited to isolated features that can’t see the whole picture, so insights feel generic and workflows stay fragmented.
Dynamics 365 Reality: Built inside the Microsoft ecosystem, Dynamics 365 + Copilot works natively with Outlook, Teams, PowerPoint, Word, and Excel. AI agents have the full context—your emails, meetings, pipeline, and customer history—so they can draft follow-ups, prep meeting briefs, update forecasts, and score leads based on real buying signals. Sellers know exactly which deals to prioritize, and leaders see the pipeline clearly without chasing updates.

Why It Matters for Sellers and Leaders

For Sellers

Less admin, more selling time. AI-powered lead scoring and insights ensure your energy goes to the opportunities most likely to close. Every call, meeting, and email is automatically captured and analyzed so you walk into every conversation prepared and confident. Copilot Agents are doing the grunt work, so your sellers are selling.

For Leaders

Gain a real-time, 360° view of the pipeline with AI-driven prioritization that flags at-risk deals, identifies trends, and predicts revenue with greater accuracy. No more sifting through outdated reports or chasing reps for updates—leaders can see performance, coaching opportunities, and resource allocation needs instantly, allowing them to act on issues before they become losses.

For Your Business

Stay ahead of the competition with a future-proof AI stack tied to Microsoft’s rapid innovation cycle. AI agents continuously learn from your data, improving forecasts, optimizing processes, and surfacing new growth opportunities. This technology not only drives revenue efficiency but also gives you a hiring advantage—top performers gravitate to organizations where the sales process is intelligent, modern, and built to win.

Move off of Salesforce CRM in as little as 3 months

We’re providing exclusive programs to transition from the Salesforce CRM to the modern Microsoft Dynamics 365 platform – which may lower the cost of migration significantly.

Migrate easily to Microsoft Dynamics 365

We’ll take on the complexities of migration with our proprietary tech. We effectively de-risk the entire process, from business analysis to go live.

Let us help you embrace the future with intelligent technologies

Familiar-but-better

Do everything you do in Salesforce, just in Microsoft Dynamics 365 and natively integrated with MS Office, Power BI, Teams and more.

Continuous innovation

The Microsoft R&D team is continuously innovating new releases and features for Dynamics 365, rapidly unlocking new features and outpacing Salesforce.

Flexibility and security

Move to a future state of low-coding and enhanced security and compliance, via Copilot Agent Studio, Microsoft Power Platform and Azure.

Empellor CRM makes the move to Microsoft easy

We’ll work with you to design a system that will help your teams quickly and easily adopt Microsoft Dynamics 365.

Discover

We’ll assess your current environment, and:
* Establish the case for change
* Evaluate the program fit
* Evaluate timeline

Design

We’ll build a User-Centric design and an organizational change program with your teams to help drive adoption.

Design

We’ll document anticipated ROl and benefits, finalize your implementation plan and initiate the migration project.

Switch from Salesforce to AI-Powered Microsoft Dynamics 365 Today

Upgrade to native Outlook and Teams integration, context-rich AI, and real-time insights that help sellers close faster and leaders forecast with confidence.

Microsoft Dynamics 365 customers include…

Hear From Our Clients

“The Empellor CRM Client Success Workshop was a game-changer for our business. It uncovered critical technical and process-related obstacles that were hindering our scalability. The roadmap they provided gave us the clarity and direction needed to overcome these challenges to achieve our growth objectives.”

Chris Whelan
Executive VP of Sales, Cerium Networks

“Empellor CRM’s innovative approach of prioritizing our business needs has been transformative. Not only did they revamp our Dynamics 365 CRM system, but they also enhanced our product management and reporting capabilities through a new data warehouse. They’ve proven to be our trusted CRM partner, guiding us towards unprecedented efficiency and success.”

Ada Stepan
VP Global Operations, Abracon

“Empellor CRM’s tailored implementation of Dynamics 365 CRM for our Rep Manufacturing business has been remarkable. It has given us a comprehensive 360-degree view of our sales and activities with both Dealers and Manufacturers, revolutionizing our decision-making process and driving growth. Thanks to Empellor CRM, we’re equipped with the tools needed to excel in our industry.”

Adam Owens
Principle, CET & Associates

“Empellor CRM’s expert implementation of Dynamics 365 CRM Sales tailored for our industry needs has been a game-changer. It has streamlined our in-home health assessments and care management solutions, enhancing our service quality and efficiency. Thanks to Empellor CRM, we’re delivering better experiences to our clients.”

Sophia Kim
Chief Commercial Officer, Matrix Medical Network

Ready to Take Your Business to the Next Level with Empellor CRM?

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