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SFR150: Migrate from Salesforce to Dynamics 365 in 150 Days with Sonata's AI-powered Accelerators

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Empowering Businesses Through Collaboration

Sonata Software has been a cornerstone Microsoft Alliance Partner for over three decades, emblematic of a legacy marked by collaboration. Notably, Sonata holds esteemed positions as a member of Microsoft's Dynamics Inner Circle member - 4 years in a row and a featured and launch partner for Microsoft's Fabric initiative.

Sonata has 400+ global Microsoft clients, including Fortune 500 companies and over 3,500+ professionals specialized in Microsoft technologies across North America, the UK, Europe, ANZ, and APAC.

Sonata's unique modernization engineering approach, supported by the Lightning Suite and 16-step Platformation™ playbook, ensures swift transformations. By fostering agility & systems thinking, we accelerate time-to-market, enabling leading companies in Retail, Consumer Goods, Manufacturing, Distribution, Healthcare and Life Sciences, Banking, Financial service, and Insurance and Technology, Media, and Telecom to achieve success.

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Our Global Footprint

As part of our growth strategy, we have structured our USA region into:

  • Invest Verticals: Banking, Financial Services and Insurance (BFSI), and Healthcare and Life Sciences (HLS).
  • Harvest Verticals: Retail, Manufacturing and Distribution (RMD) and Technology, Media and Telecom (TMT).

BFSI: Sonata addresses BFSI challenges with AI-driven solutions like Customer360 for personalized engagement, GenAI frameworks for lending modernization, and enhanced regulatory support.

HLS: Sonata aids HLS firms with GenAI to accelerate drug discovery, optimize costs via AI-powered Pharma 4.0, improve patient outcomes with digital solutions, and ensure regulatory compliance.

RMD: Sonata’s "Connected Retail" approach modernizes POS systems, digitizes operations, strengthens supply chains, and enables omnichannel customer experiences through data-driven platforms.

TMT: Sonata empowers TMT firms with AI-driven tools, cloud scalability, edge computing, and analytics to enhance product development, customer experiences, and operational efficiency.

US

In FY24, the Europe region transitioned into a distinct business unit, driven by the need to capitalize on the burgeoning business opportunities with enhanced focus and dedication. Throughout the year, Europe celebrated significant achievements, including securing a large deal with its largest new client, marked by a global deployment of Dynamics 365 across the client's global entities.

Another notable milestone was the breakthrough entry into the telecommunications industry by securing strategic engagements of one of Europe's largest Telecom companies. This expansion signals a pivotal moment, with expectations of growth in our telecom business across Europe in the years to come.

Since the introduction of Microsoft Fabric, Sonata in Europe has actively engaged with Microsoft in Nordics region and plans to extend this collaboration across continental Europe in Q1 and Q2 of FY25. The market's response to Sonata's offerings in Automation, AI, and Data & Analytics has shown notable growth throughout FY24, with further increases in demand anticipated.

The UK IT services market, valued at approximately £60B, is among the largest and most mature in region. It is poised for robust growth driven by digital transformation, cloud adoption, and evolving business needs. Sonata UK has been leveraging its modernisation engineering heritage with investments in advanced technologies such as AI, Cloud, Data, and Analytics to meet customer needs. The challenging macroeconomic climate has prompted our customers to reassess their operating models and enhance productivity to fund differentiated customer experiences.

Sonata is well-positioned to deliver business transformation by capitalising on these trends across various market segments, including BFSI, HLS, RMD and TMT. Sonata’s domain-centric approach, combined with global best practices and right-shoring of talent, positions us as a trusted navigator for our clients through:

India has emerged as a popular destination for Global In-house Centers (GICs) in the APAC region. This is due to several factors, including a large pool of skilled talent, favourable government policies, cost benefits, and a robust IT infrastructure. Many companies have established their GICs in India to take advantage of these benefits.

Sonata recognizes the growth potential in the APAC region and is strategically leveraging its local delivery and sales capabilities to script its growth story. We have been traditionally engaged with established GICs for Professional Services and Managed Services requirements. However, Sonata aims to elevate its play by focusing on innovative models for larger revenue share:

  • Build Operate Transfer (BOT) model for GICs who want to establish captives in India.
  • Roll out a rebadging/takeover and run proposition for captives.

Sonata is a dominant force in product sales in India, with a strong presence in large enterprise accounts. The company is leveraging its strong India business relationships and capabilities to unlock the growth potential and establish a strong foothold in the APAC market. Also, we are actively building strong partnerships in the region and are focused on localizing the solutions and service offerings to meet the specific requirements.

The ANZ market is shaped by a mix of opportunities and challenges. The opportunities are digital transformation, creating resilient supply chains, cybersecurity, remote work and sustainability. The challenges being, slow economic recovery, rising cost of product and services, longer decision-making cycles and geopolitical uncertainty

Sonata’s strategic focus in this market is to capitalize on these opportunities and provide solutions to neutralize the existing challenges for clients within the RMD sectors. The key highlights of these verticals include a robust e-commerce sector, omnichannel integration, data analytics for personalization, supply chain optimization, and the adoption of contactless shopping technologies

Services

AI Driven Data Platform Modernization

Sonata excels at transforming enterprise data into a robust data ecosystem that fuels AI-driven growth.

Sonata's Managed Cloud Optimization Services

Sonata Software, a global leader in digital transformation, specializes in delivering AI-driven Managed Cloud Optimization and Modernization Services tailored to meet these challenges.

Industry-Specific Copilots & Agents

Sonata Software offers tailored co-pilot solutions that combine AI and automation to drive these outcomes across industries.

Dynamics 365: Sales, Marketing & Services

A long time Inner Circle partner, Sonata offers global full-stack expertise. Our deep Microsoft Business Applications knowledge, assets, and tools help clients maximize Dynamics' potential.

SFR150 – Salesforce to Dynamics 365 Migration

SFR150 is a comprehensive migration program designed to help businesses transition from Salesforce to Microsoft Dynamics 365 in just 150 days

Modern Cybersecurity & Risk Management by Sonata

We offer data privacy solutions powered by AI-driven tooling that scans files and repositories to create a cataloged inventory of all personal data, structured and unstructured, across enterprise.

App Modernization and Migration

Sonata’s Microsoft cloud solutions are designed to harness the power of AI, transforming your cloud landscape to maximize performance, cost efficiency, and security.

Autonomous ERP: Dynamics F&O

Companies are increasingly seeking innovative ways to enhance their operational efficiency and maintain compliance while controlling costs.

Low Code Automation: Dynamics Power Platform

Sonata's Power Platform services enhance business agility and customer experience by ensuring high availability and performance of cloud applications and infrastructure.

Case Study

smarter-shifts-for-stronger-systems
Industrial services provider powers transformation with Dynamics 365 and Sonata’s engineering…

To support its global expansion and overcome the constraints of aging systems, a multinational industrial services company partnered with Sonata to modernize its digital infrastructure. 

Clear vision for growth
Re-architecting D365 for a global eyewear retailer for seamless retail operations

Sonata partnered with a fastest growing omnichannel eyewear retail chain to modernize their Microsoft Dynamics 365 finance and operations platform. Through comprehensive re-architecture and…

In the Driver's Seat
Sonata Software helps a leading automaker’s finance subsidiary focus on its core business

The client is the financial subsidiary of one of the world’s largest automobile manufacturers, and has been providing financing & other services to its customers.

Testing Gets Smarter
GenAI's Breakthrough in Test Program Creation

Sonata helped a hi-tech manufacturer with a GenAI chatbot, enabling customers to autonomously resolve highly technical queries.

The Smell of Success
Dynamics AX Support, Development & Digital Transformation for Global Perfume Production

A global fragrance manufacturer was looking for a strategic partner to address their challenges with AX 2012 stability and performance issues.

Simply Delightful
Optimizing Support via Comprehensive Dynamics Managed Services for a Leading Pizza Chain

Sonata implemented a comprehensive managed services solution for the UK and Ireland branches of a leading multinational pizza restaurant chain.

Telecom  Fusion Triumph
Driving Productivity and Cost Savings through Seamless CRM Integration in Ireland’s Telecom Industry

In the face of a complex merger between two prominent players in Ireland's Telecom industry, Sonata's comprehensive solutions enabled the seamless integration of Salesforce CRM with Dynamics 365…

.Net done right
Modernizing application landscape for a tech major with Sonata's .NET standard upgrade

Sonata enabled a tech company to modernize and streamline over 180 legacy applications by migrating from .NET Framework 4.8 to .NET Standard 2.0. This strategic transformation led to performance…

NET for Legal
Accelerating ELM modernization for a software solutions provider with Sonata’s .NET expertise

Sonata helped a leading software solutions company modernize their enterprise legal management (ELM) application by upgrading to the latest .NET framework using AI-enabled tools.

Calling for change
Modernizing financial operations with Sonata’s AI-led FinOps transformation

With a clear vision to modernize and scale, the client partnered with Sonata to drive transformation through an AI-led FinOps modernization solution.

Telecom Fusion Triumph
Driving Productivity and Cost Savings through Seamless CRM Integration in Ireland’s Telecom Industry

Sonata's comprehensive solutions enabled the seamless integration of Salesforce CRM with Dynamics 365 CE.

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Global Financial Leader Accelerates Development with Integrated DevOps Platform

A financial services leader transformed its software development lifecycle by implementing an integrated DevOps platform. By automating workflows and integrating Jira, GitHub, and GitHub Actions,…

Mortgage
Upgrading a legacy loans platform to .NET 8.0 using GitHub Copilot and Gen AI for a leading…

Sonata partnered with a leading U.S.-based mortgage lender and servicer to modernize its legacy loans platform.

A Revolution  Worth The Money
Optimizing Financial Services with Azure-Based UPI Payment Platform Modernization

A leading Indian financial services provider revolutionized their UPI-based payment platform through strategic enhancement and cloud modernization initiatives.

LeveragingDynamics
Leveraging Dynamics 365 On-Premises

This leading Mutual Fund Management company with over 5000 employees brings domestic market strength and a proven track record of successfully building businesses that focus on meeting customer…

Revolutionized
Sonata Transformed the Loan Management Process for a Leading Real Estate Lender

Sonata Transformed the Loan Management Process for a Leading Real Estate Lender

Next-gen Digital Payment Solutions
Sonata Drives Payment Transformation for Leading Retail Bank's Merchant Services

A leading Indian financial services provider with operations in 17 different nations.

AI trails for clinical trials
Unifying AI development with Sonata’s platform-as-a-service for a clinical tech leader

A global leader in clinical trial technology partnered with Sonata Software to overcome fragmented AI development across its enterprise. Sonata deployed a robust AI Platform-as-a-Service (PaaS)…

Transforming healthcare
Transforming healthcare documentation with AI-powered transcription and Azure OpenAI

Sonata Software transformed a US healthcare service platform's manual documentation process by implementing a Gen AI-powered intelligent transcription solution. Using Azure OpenAI technology, the…

Optimizing Sales Process
Optimizing Sales Process with Seamless Migration to Dynamics 365 CE

Sonata Software engaged with the client by helping them migrate from their current CRM system to Dynamics 365 CE.

Sonata helps streamline operations  for a global vision care major with its  unique Platformation™ framework
Sonata helps streamline operations for a global vision care major with its Platformation™ framework

The client is a global medical technology company that provides eye care professionals with what they need to successfully develop their practice.

GenAI-Powered Test Case Generation  for Clinical Research
GenAI-Powered Test Case Generation for Clinical Research

A global leader in cloud-based technology solutions for clinical research faced agility related challenges with respect to test case creation and coverage.

Insights

Unleashing the Power of ChatGPT
Revolutionizing Customer Experience: Unleashing the Power of ChatGPT and SAP Commerce Cloud…

In the dynamic realm of customer service, businesses continuously seek innovative ways to provide exceptional experiences that are both personalized and efficient. Sonata Software Ltd, a global…

Microsoft CoPilot for Dynamics Modernization
Leveraging Microsoft CoPilot for Dynamics Modernization

The announcement of Dynamics 365 CoPilot seamlessly integrated into Dynamics 365 Business applications marks a significant milestone in the business technology landscape

Building connected data foundation with Microsoft Fabric and Lightning Data Suite for cost-effective analytics
Building connected data foundation with Microsoft Fabric and Lightning Data Suite for cost-…

Explore our latest blog, where we delve into the critical aspects of building a connected data foundation that prioritizes agility, cost efficiency, and comprehensive insights. Discover the power…

RPA Tools
The Leading RPA Tools for Unlocking Enterprise Efficiency

Robotic Process Automation (RPA) continues to drive enterprise efficiency, automating tasks across diverse sectors. The benefits are strikingly similar regardless of the use case: bolstered…

Unlocking the Power of MS Fabric
Transforming Healthcare & Life Sciences: Unlocking the Power of MS Fabric

Microsoft Fabric, a Software-as-a-Service platform, tackles challenges encountered by Healthcare and Life Sciences leaders, including issues like data volume, interoperability, and regulatory…

Microsoft Fabric for the Healthcare Industry
Unlocking the Future: Microsoft Fabric for the Healthcare Industry

Microsoft Fabric supports patient-centered care by facilitating easier access to health records and streamlining communication channels between patients and providers. It also offers enhanced data…

Ten Avatars of Microsoft Fabric for Dynamics Ecosystem
Ten Avatars of Microsoft Fabric for Dynamics Ecosystem

Microsoft Fabric is an end-to-end analytics and data platform designed for enterprises that require a unified solution.

How Digital-Led Manufacturing Transforms
Industry 4.0: How Digital-Led Manufacturing Transforms Business Operating Models

In today's hyperconnected world, the manufacturing industry is at the forefront of a data revolution. Continuous streams of information flow from every corner of global operations, providing real-…

Webinars

Digitally Transform your CRM in Banking
Digitally Transform your CRM in Banking, Insurance & Capital Markets Industries

Discover how migrating from Salesforce to Microsoft D365 transforms CRM for banking and insurance, cuts TCO, boosts sales, and modernizes ERP with Gen AI Co-Pilot insights.

Decode Co-pilot
The Future of Finance: Leveraging D365 Copilot for Smarter Operations

The Sonata Masterclass Series explored disruptive tech enabling agile, productive, and cost-efficient businesses in a webinar on D365 Copilot for smarter operations.

Your Path to Connected AI-driven Customer Experience
Your Path to Connected AI-driven Customer Experience: Migration to Dynamics 365 CE

Microsoft Dynamics 365 CE revolutionizes CRM with AI-driven innovation, maximizing CRM value. Experts share insights on futureproofing operations in this transformative webinar.

Manufacturers Leveraging Intelligent business automation
Manufacturers Leveraging Intelligent business automation to Optimise Operations

Explore AI-driven automation in manufacturing to boost efficiency and productivity. Experts discuss modernizing RPA and strategies for reducing costs and accelerating digital transformation.

AI-driven Automation
AI-driven Automation with Microsoft Power Platform

Transform healthcare with AI-driven automation to improve operations and productivity. Experts offer strategies for modernizing RPA, reducing costs, and accelerating digital transformation.

fireside
Driving Retail Revenue Growth and Profitability with AI-Powered C360

Watch the Fireside Chat recording to discover how data-driven strategies can transform retail, enhance customer relationships, and create impactful, lifecycle-spanning consumer experiences.

Resources

VMware to Azure migration
Simplify your VMware to Azure migration with Sonata's expert solution

We can seamlessly transition your infrastructure from VMware to Microsoft Azure, ensuring stability, consistency, and significant 
cost reductions.

Microsoft Fabric for Life Sciences & Consumer Health Industry
AI-Ready Data Foundation on Microsoft Fabric for Life Sciences & Consumer Health Industry

Sonata offers a comprehensive solution for businesses seeking to modernize their data infrastructure on Fabric, leveraging AI and automation for efficiency and effectiveness.

Fast-Track Your M365 Copilot Journey with Sonata's Accelerator Workshop
Fast-Track Your M365 Copilot Journey with Sonata's Accelerator Workshop

Start your Microsoft 365 Copilot journey with Sonata's M365 and M365 Accelerator workshops – ensuring secure and efficient AI integration within your organization.

Secure Your Clinic with IT Modernisation
Secure Your Clinic with IT Modernisation

The true value in delivering the best healthcare experience lies in enhancing patient safety and optimizing clinical operations.

Make your Data AI-Ready with Sonata
Make your Data AI-Ready with Sonata

Our Lightning Data Suite, powered by Harmoni.AI, fast-tracks data modernisation, making it AI-ready with unmatched speed and efficiency.

Unlocking Data Insights for Shipping & Logistics with Microsoft Fabric
Unlocking Data Insights for Shipping & Logistics with Microsoft Fabric

A leading provider of parcel spends management solutions, this company partners with large-scale shippers to optimize their parcel and less-than-truckload (LTL) expenditures.

Sonata Transforms Sales Operations for a Leading Healthcare Payor with Microsoft Dynamics 365
Sonata Transforms Sales Operations for a Leading Healthcare Payor with Microsoft Dynamics 365

A leading third-party administrator based in Meridian, Idaho, this organization has been in business since 1958 and began processing medical claims in 1964. It specializes in administering complex…

Sonata Transforms Call Center Efficiency for a Leading Healthcare Provider with Generative AI
Sonata Transforms Call Center Efficiency for a Leading Healthcare Provider with Generative AI

The client is a leading US-based healthcare provider specializing in innovative substance abuse counseling and rehabilitation. The organization combines evidence-based practices…

Sonata powers digital transformation for global equipment leader with fabric
Sonata powers digital transformation for global equipment leader with fabric

As a part of this initiative, the organization participated in the Enterprise Voice program. After a thorough evaluation of technology fit for its analytics and AI roadmap, Microsoft Fabric was…

Sonata leverages fabric to boost productivity for telecom leader
Sonata leverages fabric to boost productivity for telecom leader

As a state-owned wholesale provider for information and communication services, this organization is responsible for building, owning and operating the National Transmission Network (NTN)

Modernizing Data Analytics for wholesale and retail with fabric
Modernizing Data Analytics for wholesale and retail with fabric

A leading Australian wholesaler and conglomerate, this organization distributes food, liquor, and hardware across 14 brands. With the widest retail distribution network in Australia.

Managed Cloud Optimization Services

Explore a curated collection of assets tailored to help you effectively engage prospects and amplify your outreach for managed cloud optimization services.

Modern Cybersecurity & Risk Management

Access a suite of purpose-built assets to drive impactful prospect engagement and boost visibility for modern cybersecurity and risk management services.

Industry-Specific Copilots & Agents

Discover sales-ready assets crafted to strengthen your outreach and showcase the value of industry-specific Copilots & agents to potential clients.

AI-Driven Data Platform Modernization

Leverage expertly designed assets to connect with prospects more effectively and highlight our AI-driven data platform modernization services.

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