sales@agilitz.com
LitzSF
Accelerate Salesforce to Dynamics 365 Customer Engagement migration with guided discovery, structured assessment, migration tooling and a combined Salesforce and Dynamics consulting team.
Structure discovery before migration starts.
LitzSF is designed to make Salesforce-to-Dynamics migration decisions clearer before data, customisation and integration work is committed.
Guided discovery
Assess current Salesforce modules, customisations and integrations through a structured discovery process.
Migration readiness
Review metadata and data schema, then identify readiness issues and migration dependencies.
Ready reports
Produce assessment and migration outputs that support design, architecture and migration estimates.
Combined expertise
Bring Salesforce and Dynamics specialists together rather than treating source and target platforms separately.
Accelerated methodology
Move through a repeatable Consult → Migrate → Operate lifecycle.
AI-ready destination
Create a path toward Dataverse, Power Platform, Copilot Studio and the Microsoft workplace ecosystem.
Consult. Migrate. Operate.
The attached Agilitz migration approach uses LitzSF to accelerate assessment, migration and post-migration optimisation.
Assess the Salesforce estate
Review implemented Salesforce modules and quantify customisations and integrations currently in place.
Move to Dynamics 365 CE
Use LitzSF to support migration, complete required data movement and finish ecosystem integrations or configurations.
Optimise after migration
Optimise Dynamics 365 CE, check performance, extend with Power Platform and Copilot, and provide hypercare.
Reports and a working Dynamics 365 CE destination.
Reports
- Pre-migration customisation assessment report
- Salesforce-to-Dynamics remove-versus-replace report
- Design, architecture and migration estimates
- Post-migration final report
Platform outcomes
- Migrated Dynamics 365 CE with required Salesforce customisations and data
- Copilot extensions for the migrated Dynamics 365 CE environment
- Hypercare and post-migration optimisation
Use migration as a platform modernisation opportunity.
The LitzSF deck positions Dataverse, Power Platform, Copilot Studio, Azure AI and Microsoft governance capabilities as part of the future-state opportunity.
Dataverse foundation
Structure customer and process data within the Microsoft Business Applications data layer.
Copilot & agents
Create a path to contextual assistance, automation and agent scenarios through Copilot and Copilot Studio.
Governance & compliance
Use Microsoft security, DLP, RBAC and governance controls to support responsible extension and AI adoption.
Would you like to speak to an expert today?
Interested in learning how Agilitz can help your business overcome its challenges and meet its goals? Tell us a little about what you need and one of our experts will get back to you.
Please contact sales@agilitz.com for assistance.