We are considering a move to Microsoft Dynamics from Salesforce. I wanted to see if anyone has done this move before and what your pain points were during the move. Any suggestions on plan of attack if/when we do move?
Is there anything Salesforce can do as a CRM that Dynamics cannot?
I realize your post is from 2014, but wanted to provide an update for later reference. Marketo has developed a 'remove crm sync' tool, which is currently still experimental. It removes the SFDC or MS CRM sync from Marketo, including all Opportunities, Company records, Sales People, SFDC Campaigns and SFDC Activities. It can then be reconnected to another CRM. It also opens up the Company, Opportunity and Sales Person APIs if you need to do a custom sync (for example for NetSuite).
The 'remove crm sync' tool is currently still 'experimental', meaning that it is not officially supported. So far we have seen good results: it can be used to remove a native sync, then create a custom sync via the REST API. It also can be used for changing from one SFDC instance to another (or Microsoft CRM), going from SFDC to MS CRM and vice versa.
Switching between natively-synced CRM instances is more work than removing an old native CRM sync, because the switch also requires extensive field mapping and deduplication of new records. There is still a fair bit of work involved, but it's a lot easier than moving to a new instance, and most importantly it retains all activity data.
If - for whatever reason - the tool doesn't work for your particular Marketo instance, it may still be necessary to migrate to a new instance. However, so far that hasn't been necessary.
Thank you all for your feedback. This is helping me a lot and I will communicate your points to the decision maker.
Some questions for you:
Nichole: You said " In Dynamics CRM, the leads get in a queue with all the other updates that are going through to CRM. Whereas with SFDC, the lead has the ability to go around all the other updates that are going through and get to the rep right away." Can you please expand on this?
Adam: You said " Instead of so many things "just working" in Salesforce, they require extreme customization in MS Dynamics." can you please give me an example that I can use when talking to my execs?