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🤔 Thinking about your increasing Salesforce costs? Here's Why and How to Switch from Salesforce to Dynamics365? 🔁

🤔 Thinking about your increasing Salesforce costs? Here's Why and How to Switch from Salesforce to Dynamics365? 🔁   🔹 WHY? According to Nucleus Research, 51% of Salesforce customers are considering switching due to comparatively high licensing costs: https://lnkd.in/eUwMktPq   💰 Here's a reference point on pricing and related savings that you can expect from a switch to Dynamics365: - Salesforce core CRM + advanced features + Generative AI features: 💲 390+ - Dynamics 365 Sales Premium SKU (limited offer): 💲 100 - Net savings on licenses: 💲 74%   🔹HOW?  📊 It may seem complicated but it's more straightforward than it appears: - Utilize a Salesforce sandbox to prepare the environments - Leverage predefined data transformation packages for accelerated data entity load from Salesforce to Dataverse while preserving integrity and history. - Re-platform custom developments using Power Platform. - Re-imagine your 3rd-party middleware for data synchronization with Microsoft Power Automate, Azure Logic Apps, or Azure Data Factory (as needed). - Migrate BI and reporting templates from Tableau to Microsoft PowerBI.   🔄 Savings on licensing costs are significant and often enough to fund the migration project and introduce new services to users, such as: - Native Office integration (Outlook, Excel, Word), Teams integration, SharePoint integration - Out-of-the-box Copilot for Sales, services, field services, etc. - Easier customization and management   📞 Curious to learn more? Get in touch: We'll demonstrate how we've successfully executed this with other clients and what the ROI looks like. https://lnkd.in/etRwMuqu

Boost your business efficiency with Salesforce integration from Techkors. We connect Salesforce with platforms like SharePoint to streamline workflows, improve data management, and increase productivity. Let our experts help you make the most of Salesforce for your organization. https://lnkd.in/d8eKyJSx #SalesforceIntegration #TechSolutions #BusinessEfficiency #Techkors #Productivity

😎 Here is the Some News about the Salesforce Winter '25 release notes and the fantastic updates to reporting! Finding report types and creating custom list views is now a breeze with the enhanced Custom Report page in Setup. You can effortlessly edit report details and adjust object relationships right from the sleek new summary page. The updated layout editor for report types offers greater flexibility for managing custom fields and sections. Plus, you can now add up to 1,000 fields to a report type layout using lookup fields! 🎉 What other updates are you looking forward to in this release? Share your thoughts! #Salesforce #Winter25 #Reporting #Innovation

Why and how to switch from Salesforce to Dynamics365? --------------------- First, the "why". --------------------- According to a recent study from Nucleus Research, 51% of salesforce customers would switch to another vendor. The key reasons are: "poor usability, lack of support, and comparatively high prices". Talking about pricing, one quick example with public pricing on the same functional coverage: - Salesforce core CRM + advanced features + Generative AI features: 390$ - Dynamics 365 Sales Premium SKU (limited offer): 100$ Net savings on licences: 74% Yes, you read it right: with Microsoft you get more for less. --------------------- Next, the "how" --------------------- It may look complicated for Salesforce customers to consider the move but in fact it is not as complicated as it seems: - A Salesforce sandbox is used to prepare the environments. - Predefined data transformation packages are used to fast load all data entities from Salesforce to Dataverse and preserve integrity and history. - Custom developments are analyzed and replatformed on Power Platform. - All 3rd party middleware to synchronize data from and to Salesforce are replatformed using Microsoft Power Automate, Microsoft Azure Logic Apps or Microsoft Azure Data Factory where necessary. - BI templates from Tableau are migrated to Microsoft PowerBI. The saving on licensing costs is so big that it is usually enough to fund the migration project and benefit from new services to users like the native Office integration (Outlook, Excel, Word...), native Teams integration, native Sharepoint integration, out of the box Copilot for Sales, services, field services etc... Do you want to learn more? Get in touch! We'll show you how we have done this with other customers and what is the ROI.

An interesting topic for many organizations on the selection of #CRM or #ERP tools like #salesforce vs #dynamics what to chose between the two or both ? But below article provide insight on how to move the processes if you end up doing the migration.

There’s a reason why #Salesforce customers are switching to #dynamics365 … actually there are several as Dominique lists below. Let me know if you’re interested in discussing your options!

👇 👇 There is a reason why customers switch from Salesforce to Microsoft Dynamics365 and vice versa! Read this article, learn more about the two platforms, and connect with us to help you in your next project! https://lnkd.in/gngpA5dE

Understanding the creation and utilization of financial reports and dashboards in Salesforce is crucial for maintaining the health of any business. Here's a step-by-step guide to mastering these tools: 1. Foundation of Financial Reporting - Grasp the basics of your Salesforce org's structure. - Ensure you have the correct permissions to access necessary financial data. - Comprehend the relationships between different objects to report accurately. 2. Custom Report Types - Create custom report types when standard reports don't meet your needs. - Combine objects and fields that are relevant to financial data. - Leverage custom report types to provide a comprehensive view of financial metrics. 3. Building Financial Reports - Start with the right report type to ensure access to necessary fields. - Employ formulas and summary fields to calculate key financial figures. - Use filters strategically to segment data for actionable insights. 4. Dashboard Configuration - Design dashboards that reflect real-time financial health. - Select appropriate dashboard components to visualize the data effectively. - Focus on clarity and simplicity to aid quick decision-making. 5. Sharing and Security - Implement sharing rules and permissions to protect sensitive financial data. - Schedule regular report runs and dashboard refreshes to keep stakeholders informed. - Utilize folder structures to organize reports and dashboards for easy access. By honing these five areas, Salesforce professionals can ensure that their financial reports and dashboards are not only insightful but also secure and tailored to meet the strategic needs of the business.  🔗 Link in 1st comment 🔗 Article from salesforceben(dot)com #Salesforce #Digitaltransformation #Awesomeadmin #AlexandreSFDC 💡 Follow me here on Linkedin for more Salesforce, Pardot and Marketing Cloud news/tips 🔔 Turn ON the bell notification in my profile

I have completed the module "Reports & Dashboards for Lightning Experience" Visualize key business metrics in real-time using Lightning Experience on trailhaed #salesforce #AwesomeAdmin #trailhead