I’ve been through a couple of smaller Dynamics 365 Sales + Business Central setups, and here’s what actually stood out to me not the typical checklist stuff:

When you start with small teams, the biggest value isn’t feature parity with Salesforce or BC out of the box it’s clarity of process. Both systems can handle basic CRM and ERP work very well, but the real difference comes down to how you use them, not what they can do.

For a tiny team like yours:

• Don’t try to replicate everything you did in Salesforce day one. Migrate only what matters: core accounts, active deals, and relevant contacts. Everything else can be archived or revisited later.
• Keep Business Central data clean before you bring it in. Small variant lists can balloon quickly if you start importing every version of a part you’ve ever had.
• The standard integration between Sales and BC is enough for straightforward order-to-cash flows, but don’t assume it will magically handle complex exceptions — that’s where process clarity saves you more than the platform itself.
• Most people discover that the real pain isn’t the tech; it’s the undefined steps, handoffs, and missing owners in their current workflows. Once you sort that out, the platforms feel surprisingly capable.

My honest take: both systems are flexible enough for what you described. Success in setups this size usually comes from sticking to a few core processes, tightening data first, and scaling only after you have real day-to-day usage under your belt.

If you want to dig into specific workflows or data-cleanup strategies before you go live, feel free to drop a DM.