Migration accelerator

LitzSF

Accelerate Salesforce to Dynamics 365 Customer Engagement migration with guided discovery, structured assessment, migration tooling and a combined Salesforce and Dynamics consulting team.

Discuss your Salesforce migration →

LitzSF guided Salesforce discovery, assessment and Dynamics 365 migration

Why LitzSF

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.

Migration lifecycle

Consult. Migrate. Operate.

The attached Agilitz migration approach uses LitzSF to accelerate assessment, migration and post-migration optimisation.

Consult

Assess the Salesforce estate

Review implemented Salesforce modules and quantify customisations and integrations currently in place.

Migrate

Move to Dynamics 365 CE

Use LitzSF to support migration, complete required data movement and finish ecosystem integrations or configurations.

Operate

Optimise after migration

Optimise Dynamics 365 CE, check performance, extend with Power Platform and Copilot, and provide hypercare.

Migration outputs

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

AI-ready Dynamics 365

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.

Get in touch

See LitzSF in action.

Request a demo and tell us about your requirements. Our product team will help you explore the right solution.

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