- Organisation
- FRP Advisory
- Predecessor
- Salesforce CRM and Salesforce Account Management
- Destination
- Microsoft Dynamics 365 Sales and Dynamics 365 Customer Insights — Journeys, with Power BI integration
- Workload
- sales-pipeline management, customer contacts, business development, relationship management, marketing and event journeys
- Stage
- completed
- Retirement status
- The named Salesforce CRM scope was replaced; complete residual Salesforce retirement is not stated.
- Confidence
- High
- Next trigger
- A dated cutover, formal retirement statement or material later implementation milestone.
Programme context
FRP Advisory completed a three-month migration from Salesforce CRM to Microsoft Dynamics 365 Sales and Customer Insights — Journeys, with Power BI integration, and Microsoft reports operational results since go-live.
Why this matters: This record identifies a named Irish or UK organisation, a bounded predecessor state, a destination platform, an affected workload and a source-stated operational stage.
Migration timeline
| Date or stage | Milestone | What changed | Evidence status |
|---|---|---|---|
| 2025-12-12 | completed | Microsoft published the customer story stating that FRP Advisory and Telefónica Tech completed the Salesforce-to-Dynamics migration in three months, on time and on budget. | Confirmed |
Workload migration matrix
| Workload | Predecessor | Destination | Status by 28 Jul 2026 |
|---|---|---|---|
| sales-pipeline management, customer contacts, business development, relationship management, marketing and event journeys | Salesforce CRM and Salesforce Account Management | Microsoft Dynamics 365 Sales and Dynamics 365 Customer Insights — Journeys, with Power BI integration | completed |
Implementation and architecture
- Dynamics 365 Sales supports the core CRM and sales-pipeline workload.
- Dynamics 365 Customer Insights — Journeys supports marketing and event journeys.
- Power BI is integrated for reporting and analytics.
Known unknowns and contradictions
- The exact production cutover date is not stated.
- The source does not enumerate every retired Salesforce component or adjacent customer-data system.
- The complete residual application and integration estate is not public.
No missing fact is inferred to broaden the source-supported platform-change claim.
PlatformTrace analysis
The dated Microsoft source supports replacement of the named Salesforce CRM scope and a completed operational migration. It does not prove retirement of every Salesforce component or adjacent customer-data system, and the exact production cutover date is not stated.
Performance, cost, uptime and operational outcomes remain attributed source claims unless independently stated otherwise.
Evidence ledger
- FRP Advisory — Microsoft customer story, 12 December 2025
Names FRP Advisory, Telefónica Tech, Salesforce Account Management, Dynamics 365 Sales, Customer Insights — Journeys, Power BI, a three-month completed migration and post-go-live results.
Approval: Issue #47 standing publication authority and the completed 28 July 2026 five-lane central filter.
Corrections and updates
28 July 2026 — Initial long-form Verified dossier published from the completed five-lane Ireland/UK intake and corrected central filter. Later milestones will be appended rather than silently replacing this state.