Dynamics 365 to Zoho CRM migration · US partner · Los Angeles
Every entity gets a home in Zoho CRM before a single record moves.
Your teams keep working in Dynamics while we build Zoho CRM beside it. We map every entity, move the records, rebuild plugins and flows, let each department check a sample, then switch in one planned window.
Advanced PartnerCertified Zoho CRM consultants
01The honest inventory
Zoho CRM’s migration tool has a Microsoft Dynamics option that reads CSV files and maps them to modules. Dynamics data usually leaves as a database backup or exported tables, so we convert it to CSV first. Records move; code, flows and security roles get rebuilt.
Moves across
Moves, but lands differently
Rebuilt in Zoho
02Entity by entity
Our starting map. The last column shows how each piece travels; your custom entities join it in the assessment.
| In Dynamics 365 | In Zoho CRM | How it moves |
|---|---|---|
| Sales | ||
| Lead (topic, company, source) | Leads | Migration tool |
| Account, parent account | Accounts, Parent Account | Migration tool |
| Contact, company name | Contacts, Account Name lookup | Migration tool |
| Opportunity, est. revenue, est. close date | Deals, Amount, Closing Date | Migration tool |
| Activities and history | ||
| Phone calls, tasks, appointments, notes, files | Calls, Tasks, Meetings, Notes, Attachments | Migration tool |
| Tracked emails | Notes on the record, or left in the mailbox | Import file |
| Service and sales documents | ||
| Case, knowledge article | Cases, Solutions | Migration tool |
| Product, price list | Products, Price Books | Migration tool |
| Quote, order, invoice | Quotes, Sales Orders, Invoices | Migration tool |
| Your own structure | ||
| Custom entities | Custom modules, created before import | Import file |
| Custom fields, option sets | Custom fields, pick lists | Import file |
| Users, record owners | Users, matched by email | Migration tool |
| Set up again | ||
| Plugins, JavaScript web resources | Deluge functions, client scripts | Rebuild |
| Power Automate, classic workflows | Workflow rules, Zoho Flow | Rebuild |
| Business process flows, business rules | Blueprint, validation rules | Rebuild |
| Security roles, business units, teams | Profiles, roles, territories | Rebuild |
03Calm, checked, reversible
Gates. Nothing moves in full until each department has checked its own sample, and Dynamics stays open read-only after go-live, so any record can be compared side by side.
A note from our founders
After 300+ projects since opening in Glendale in 2025, we know Dynamics customers rarely fear the data. They fear the plugin nobody documented, so we list every piece of custom logic before we quote and rebuild it before any record lands.
Ikramul Karim & Khris KakosimidiCo-Founder & CEO · Co-Founder & CFO
Zoho reports skips per module; we fix the mapping and re-run.
The full move waits until a corrected sample is signed.
Inside the rollback window in your BRD, the team can return to Dynamics.
Your Dynamics 365 stays live until you say so
Validation reportSample report
| Dynamics | Before | Zoho CRM | After | Match |
|---|---|---|---|---|
| Accounts | 4,812 | Accounts | 4,812 | |
| Contacts | 11,309 | Contacts | 11,309 | |
| Opportunities | 2,744 | Deals | 2,744 | |
| Activities | 38,150 | Calls, Tasks, Meetings | 38,150 | |
| Cases | 3,906 | Cases | 3,906 | |
| Service plans | 918 | Service Plans | 918 |
We don’t switch until these numbers match.
Sample numbers. Yours lists your own entities and spot checks.
04Dynamics estimator
Rough numbers are fine. Custom entities and plugins matter more than record counts, because those are what we rebuild by hand.
05One account, five phases
Fifteen steps in five phases; seven exist only because this is a migration. Teams stay in Dynamics until cutover. Scroll and the sample account card crosses one phase to the right, collecting a check each time.
SampleIn Zoho CRM
Regional distributor, Ohio
Account · 6 contacts · 3 open opportunities
Phase 1Understand · steps 1 to 3
Phase 2Agree · steps 4 to 7
Phase 3Build & prove · steps 8 to 10
Phase 4Move & test · steps 11 to 13
Phase 5Switch · steps 14 and 15
06Three ways to move
Custom code and department count decide the package more than data volume.
Quick Move
Fixed fee for the Dynamics move, signed in the BRD before we export anything
Standard Move
One fixed number in a signed BRD, covering every entity on the map
Complex Move
Fixed in the signed BRD too, code rebuilds included in the total
Start here
Paid, and credited in full against your migration.
07Count back from the renewal
Count back from your subscription end date. We set a stopper date two weeks before it, the last safe day to rely on Dynamics, and schedule every phase back from there.
Sample plan, real dates go in your BRD. Phase lengths are illustrative and use the longer end of each range.
08The first morning
Same jobs, new buttons. Drag each handle to compare, then keep the cheat sheet nearby.
Deals in Kanban view, grouped by stage, filtered to my records.
The My Open Opportunities view inside the Sales Hub app.
The Zoho CRM add-in in Outlook adds the email to the contact in one click.
Track the email through the Dynamics 365 App for Outlook.
Blueprint shows the next transition and asks for the fields it needs.
Click the next stage on the business process flow bar.
Where did my button go?Dynamics 365 → Zoho CRM
| In Dynamics 365 you… | In Zoho CRM you… |
|---|---|
| Qualify a lead | Convert the lead into a contact, account and deal |
| Open an opportunity | Open a deal |
| Pick a system view | Pick a custom view |
| Use Advanced Find | Use the filter panel or build a report |
| Add a phone call activity | Log a call from the record |
| Resolve a case | Set the case status to Closed |
| Check a dashboard | Open the Dashboards tab |
| Edit a flow | Go to Setup, Automation, Workflow Rules |
09Three years of seats
Pick your seat count, the Dynamics 365 Sales plan you pay for and the Zoho CRM edition that matches it. Both sides use yearly billing at US list price.
10Worth the move?
Mostly cost and who can run it. Dynamics still wins for deep Microsoft shops and large custom apps, and we’ll tell you if that’s you.
Zoho CRM$14 to $52 per user per month, yearly.
Dynamics 365$65 to $150 per user per month, yearly.
Zoho CRMA business admin can change fields, layouts and rules.
Dynamics 365Changes often go through a Power Platform specialist.
Zoho CRMAdd-ins for Outlook and Teams.
Dynamics 365Built in, same sign-in.
Zoho CRMBlueprint with required fields per transition.
Dynamics 365Business process flows.
Zoho CRMCustom modules, or Zoho Creator for apps.
Dynamics 365Power Apps on the same data platform.
Zoho CRMDesk, Campaigns and Books from one vendor, or all of Zoho One.
Dynamics 365Separate Dynamics apps, each licensed on its own.
Read the full Zoho CRM vs Dynamics 365 comparison → See Zoho CRM editions →
11Before you switch
What CRM owners and IT leads ask before leaving Dynamics. Got a plugin you are worried about? Show it to us on a call.
Code and configuration stay behind: plugins, scripts, Power Automate flows, business process flows, security roles, forms, views and dashboards. We list each one in the assessment, and you decide which still earn a rebuild in Zoho CRM. Notes, activities and attachments do move, on the same records.
Zoho’s Dynamics migration reads CSV files, while on-premises Dynamics data often comes out as a SQL backup. We convert the backup or exported tables into clean CSV files per entity, then run them through Zoho’s migration tool.
Each becomes a custom module, built with its fields and lookups before import. Many-to-many links become multi-select lookups or a linking module.
Very little. Cutover runs after hours or over a weekend, a catch-up pass brings late edits, and Dynamics stays open read-only.
It depends mostly on custom entities, plugins and the number of departments. Your Migration BRD carries a dated schedule for the sample, the full move and cutover, all set back from a stopper date before your Dynamics term ends.
Each move is a fixed fee under one of three packages: Quick, Standard or Complex Move. The first call is free. Larger Dynamics orgs often start with a paid Migration Assessment, and that payment is credited in full against the migration. The fee is agreed in a signed BRD before work begins.
Each department that works in Dynamics names a point of contact, usually its head. That person signs the Migration BRD and later their sample of migrated records, along with your overall project owner. Every sign-off is recorded.
It stays open read-only through the rollback window, and we keep a full export. You cancel it only after you confirm the team is settled in Zoho CRM, ideally before the next term renews.
12How a Dynamics migration starts
The call is free. The paid Migration Assessment that follows produces your entity map, plugin inventory and BRD, and its cost is credited in full when the move goes ahead.
Dynamics moves run over screen-share for teams across the US, Canada and Latin America, with in-person training around Los Angeles.
After sign-off we follow the migration track. See how we work →
13Let’s talk
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
Thanks, we’ve got it.
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