ATS SalesCRM
ATS SalesCRM: Seamless Salesforce to D365 Migration & Sales Automation
Overview
ATS initiated a strategic pivot to consolidate their business operations within the Microsoft Cloud environment. The primary challenge was to migrate high-volume, mission-critical data from Salesforce to Dynamics 365 without business interruption. HeySheep was tasked with architecting a solution that not only replicated existing Salesforce functionalities but also optimized them using the advanced capabilities of the Power Platform to improve user adoption and reduce long-term TCO (Total Cost of Ownership).
What We Did
HeySheep (HS) Team provided a comprehensive suite of technical and advisory services: - Legacy Migration (Salesforce to D365): Executed a robust ETL strategy to migrate Accounts, Contacts, Leads, and Opportunities, ensuring 100% data integrity and relational mapping within the Dataverse. - Custom Sales Logic & BPF: Designed and implemented bespoke Business Process Flows (BPF) tailored to ATS's unique sales cycle, ensuring a standardized path from Lead to Contract. - Automated Approval Orchestration: Developed a complex approval engine using Power Automate and Custom C# Plugins to handle multi-level financial and discount approvals. - UX/UI Customization: Leveraged JavaScript (Client-side) and Power Apps components to create a streamlined interface, reducing clicks and improving the overall efficiency for the sales team. - System Integration: Ensured the new CRM environment integrated seamlessly with ATS’s existing Microsoft 365 stack for enhanced collaboration.
Project Details
HeySheep (HS) Team successfully spearheaded the digital transformation for ATS by migrating their legacy Salesforce environment to Microsoft Dynamics 365 Sales. The solution involved a complex data migration (ETL) process and the re-engineering of sales workflows. We delivered a highly customized CRM system featuring automated multi-tier approval gates and bespoke Business Process Flows, significantly enhancing operational efficiency and data synergy within the Microsoft ecosystem.
Microsoft Dynamics 365 Sales & Power Platform
2026-04
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