Applied Epic
Microsoft Dynamics 365
Transfer contacts, companies, deals, and more from Applied Epic to Microsoft Dynamics 365. 15 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Microsoft Dynamics 365 migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
Accelerate your business
Enterprise CRM and ERP suite combining sales, service, marketing, and operations in one integrated platform.
Deep integration with Microsoft 365 and Teams
"Accelerate your business"
Enterprise CRM and ERP suite combining sales, service, marketing, and operations in one integrated platform.
Ideal for: Mid-market to enterprise organizations needing unified CRM and ERP with Microsoft ecosystem integration
Deep integration with Microsoft 365 and Teams
Unified CRM and ERP capabilities
AI-powered insights with Copilot
Highly customizable with Power Platform
Learn more at
dynamics.microsoft.com
See exactly which data objects transfer from Applied Epic to Microsoft Dynamics 365
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Microsoft Dynamics 365.
Explore other popular CRM migrations similar to Applied Epic to Microsoft Dynamics 365
Need to go the other way? We support bidirectional migrations.
Microsoft Dynamics 365 → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
