Source
Microsoft Dynamics 365

Microsoft Dynamics 365

Destination
Clientify

Clientify

CRM MigrationStarting at $500

Migrate from Microsoft Dynamics 365 to Clientify

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Microsoft Dynamics 365 to Clientify. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Microsoft Dynamics 365 to Clientify migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Microsoft Dynamics 365 vs Clientify

A quick look at both platforms to help you understand your migration path

Migrating from
Microsoft Dynamics 365

Microsoft Dynamics 365

Accelerate your business

Enterprise CRM and ERP suite combining sales, service, marketing, and operations in one integrated platform.

Founded 2016
Redmond, WA
Best for
Mid-MarketEnterprise
Industries
ManufacturingFinancial ServicesRetail+2 more
Top Strength

Deep integration with Microsoft 365 and Teams

Migrating to
Clientify

Clientify

AI and WhatsApp Integrated CRM

Clientify is an all-in-one CRM platform that integrates sales, marketing, and communication channels including WhatsApp, email, and social media. It features AI-powered automation, proposal generation, lead scoring, and campaign management.

Founded 2014
Almeria, Spain
Best for
Small BusinessMid-Market
Industries
SalesMarketingSmall Business+2 more
Top Strength

Native WhatsApp integration for business messaging

Your New CRM

Why Clientify is a great choice

Clientify

Clientify

"AI and WhatsApp Integrated CRM"

Clientify is an all-in-one CRM platform that integrates sales, marketing, and communication channels including WhatsApp, email, and social media. It features AI-powered automation, proposal generation, lead scoring, and campaign management.

Ideal for: Small and medium-sized businesses seeking an integrated CRM with native WhatsApp integration and AI automation.

Native WhatsApp integration for business messaging

AI-powered chatbots and proposal generation

Industries
SalesMarketingSmall Business+2
Best For
Small BusinessMid-Market

Multichannel inbox consolidating WhatsApp, email, and social

Advanced automation with decision-makers

Learn more at

clientify.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Microsoft Dynamics 365 to Clientify

Microsoft Dynamics 365
Clientify
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Supported
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Microsoft Dynamics 365 to Clientify Migration FAQ

Common questions about migrating from Microsoft Dynamics 365 to Clientify.

Related Migration Paths

Explore other popular CRM migrations similar to Microsoft Dynamics 365 to Clientify

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com