Salesforce to Dynamics 365 CRM Migration

Migrate with confidence to a healthcare-ready CRM built on the Microsoft Cloud.

Quisitive helps healthcare organizations migrate to Dynamics 365 CRM, creating a single source of truth for patients, referrals, and partners while unlocking AI-ready capabilities.

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Talk to a Dynamics expert and explore how we can help you migrate successfully.

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Why Healthcare Organizations Are Moving Away from Salesforce

Healthcare organizations running Salesforce alongside Microsoft Cloud often face duplicate systems, disconnected data, and high maintenance costs. These challenges slow care delivery, frustrate staff, and increase operational complexity.

Healthcare leaders need a unified, compliant CRM that consolidates workflows, improves data trust, and enables AI-driven insights - without disrupting patient care.

The Risks of Disconnected Data

Without a structured migration plan, organizations risk data loss, operational disruption, and delayed ROI.

Healthcare leaders face growing pressure to:

Reduce system complexity and costs from parallel CRMs

Ensure HIPAA compliance when migrating sensitive data

Improve visibility across patient, referral, and partner records

Prepare for AI-driven insights while consolidating workflows

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Migrate with Confidence to a Healthcare-Ready CRM

Quisitive’s structured migration framework is purpose-built for healthcare:

Preserve Data Integrity

Retain all patient, referral, and partner records - including historical data and workflows.

Align with Microsoft Cloud for Healthcare

Map Salesforce entities and fields to Dynamics 365 and FHIR-compatible schemas.

Integrate Seamlessly

Connect workflows to Teams, Power Platform, Azure, and security services.

Ensure Compliance & Security

Built for HIPAA and healthcare-grade audit requirements.

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Benefits you can expect from a migration to Dynamics 365 CRM with Quisitive

One Platform for Care & Engagement

Consolidate CRM, collaboration, and analytics into the Microsoft Cloud, reducing integration points and operational complexity.

Improved Data Trust & Visibility

Transform scattered records into a single source of truth for patients, referrals, and partners.

Lower Total Cost of Ownership

Retire duplicate platforms, custom connectors, and third-party integrations. Leverage existing enterprise agreements, shared admin skills, and consolidated security.

AI & Automation Ready

Prepare your data and workflows for Copilot, Fabric, and predictive analytics. Microsoft research shows 70% of healthcare executives plan to scale AI within 12 months.

Faster Time to Value

Quisitive’s prebuilt healthcare data models and accelerators typically complete migrations in 4–8 weeks, minimizing disruption and accelerating ROI.

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Quisitive Team Photo - smiling faces at a Quisitive led event

Why Healthcare Leaders Choose Quisitive

Built for healthcare - Over a decade supporting hospitals, imaging, and specialty care networks.

Microsoft expertise - Deep alignment with Dynamics 365, Teams, Copilot, Azure AI, and Cloud for Healthcare. 

Proven results - Operationalize AI responsibly, achieving measurable improvements in efficiency, adoption, and ROI.

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FAQ

How long does a typical migration take?

Most migrations are complete in 4–8 weeks using Quisitive’s healthcare accelerators.

Will our data and customizations be preserved?

How do we maintain compliance with healthcare regulations?

Will end-users need extensive retraining?

How will we measure success?