Do AdOrbit Automation Workflows migrate to Microsoft Dynamics 365 Sales Flow?

No. AdOrbit Automation Workflows and Microsoft Dynamics 365 Sales Flow are different automation models with different trigger types, action libraries, and execution contexts. We do not migrate Workflows as code. We deliver a written inventory of every active AdOrbit Workflow with its trigger, conditions, actions, and a recommended Microsoft Dynamics 365 Sales Flow equivalent. The customer's Dynamics 365 admin or a Microsoft partner rebuilds them post-migration. QuickBooks Online sync configurations and InDesign integration settings similarly do not migrate and require manual reconfiguration.

Can we migrate AdOrbit invoice and billing history to Dynamics 365?

We migrate AdOrbit invoice records as data (InvoiceNumber, amount, status, payment date) to a custom invoice__c entity or as Notes attached to the relevant Account or Opportunity. However, Microsoft Dynamics 365 Sales does not include a full Accounts Receivable or invoicing module unless the customer also licenses Finance and Operations or a third-party billing add-on. We preserve the invoice data and flag the need for billing module configuration in the handoff document. Live two-way sync with an accounting system requires a separate integration engagement.

How do we handle AdOrbit media-specific objects like Ad Tickets and Media Inventory?

AdOrbit Ad Tickets and Media Inventory slots do not map to standard Microsoft Dynamics 365 Sales objects. We create custom entities in Dynamics 365 (ad_ticket__c and media_inventory__c) during migration preparation and map the ticket type, placement details, run dates, and slot availability to custom fields on these entities. The customer provisions these custom entities in their Dynamics 365 environment before migration begins. Ad server integrations (Google Ad Manager, Broadstreet) are documented in the handoff for admin reconfiguration rather than migrated as live connections.

Do we lose historical attachment files (artwork, proofs, layout files) during migration?

No, with a condition. AdOrbit ticket attachments export to file sharing (FTP or Dropbox) based on the ticket status rule (Non-Final, Final, All). We query the configured status rule before extraction to ensure we capture complete attachment sets, recommend setting tickets to Final status before extraction, and transfer files to Dynamics 365 SharePoint document libraries or Notes attached to the corresponding ticket record. Publications and MagBuilder layout files transfer as attachments to the relevant custom entity records.

What happens to AdOrbit freelancer and vendor records?

AdOrbit Freelancer Management (Professional and Enterprise) and Vendor records migrate as Dynamics 365 Contact records with a freelancer/vendor flag and rate fields (freelancer_rate__c, freelancer_assignment__c). They are imported after the main Contact phase and classified separately so they do not enter the sales pipeline. Freelancer assignment history and rate schedules are preserved as custom fields on the Contact record for project-based workflow reference.

AdOrbit to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Moving from AdOrbit to Microsoft Microsoft Dynamics 365 Sales is a migration from a media-vertical CRM and contract-to-cash platform to a horizontal enterprise CRM with native Microsoft 365 integration. AdOrbit structures its data around Advertisers, Companies, Contacts, Ad Tickets, Orders, Proposals, Media Inventory, and Invoices using media-specific taxonomies that require field-level mapping into Microsoft Dynamics 365 Sales objects (Accounts, Contacts, Opportunities, Products, and custom entities). We extract via AdOrbit's REST API and CSV bulk importer with comma scrubbing, map each ticket type taxonomy and pricing term (fixed, CPM, hybrid) to the appropriate Dynamics 365 field structure, and resolve parent-record lookups (Account to Contact, Opportunity to Account) during import. We do not migrate AdOrbit automation workflows, QuickBooks Online sync configurations, or InDesign integration settings; we deliver a written inventory of these for the customer's admin to configure post-migration.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

AdOrbit

What's pushing teams away

Custom-only pricing with no published per-seat or tier cost creates friction for teams evaluating budget and causes churn when a renewal quote exceeds expectations.
Setup and training require significant time investment, with some reviewers noting it took weeks to fully onboard before the platform delivered value.
The interface and feature set are described by some alternatives as dated compared to newer publishing-focused SaaS tools, leading teams with modern UX expectations to look elsewhere.
Enterprise-tier features like QA sandbox, custom BI reporting, and InDesign integration are gated behind higher-cost plans, limiting functionality for mid-market publishers on lower tiers.

Choosing

Microsoft Dynamics 365 Sales

What's pulling them in

Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How AdOrbit objects map to Microsoft Dynamics 365 Sales

Each row shows how a AdOrbit object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

AdOrbit

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

AdOrbit Contact records map directly to Dynamics 365 Contact. We preserve the contact-company linkage by sequencing Account imports before Contact imports so that AccountId is resolved at Contact insert time. AdOrbit contact type classification (advertiser, vendor, personnel) migrates to a custom contact_type__c picklist.

AdOrbit

Company

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

AdOrbit Company records map to Dynamics 365 Account. The company name becomes Account.Name; company classification (client, vendor, partner) maps to a custom account_classification__c field. Company-contact parent linkage is preserved through the AccountId lookup on Contact.

AdOrbit

Ad Ticket

maps to

Microsoft Dynamics 365 Sales

Opportunity or Custom Entity (ad_ticket__c)

1:1

Fully supported

AdOrbit Ad Tickets are the core campaign execution record with print, digital, and service variants. We map standard fields (ticket name, status, dates) to a custom ad_ticket__c entity because Dynamics 365 Opportunity lacks native media campaign fields. Ticket type taxonomy (ad_type__c) and placement details become custom fields. The advertiser reference links to the Account.

AdOrbit

Order

maps to

Microsoft Dynamics 365 Sales

Opportunity with Opportunity Product lines

1:1

Fully supported

AdOrbit Orders flowing from proposals map to Dynamics 365 Opportunity. Pricing terms (fixed, CPM, hybrid) map to custom pricing_type__c and line_item_price__c fields. E-signature status migrates as a custom field; live e-signature documents transfer as attachments. Billing schedule information maps to custom billing_schedule__c fields.

AdOrbit

Proposal

maps to

Microsoft Dynamics 365 Sales

Quote

1:1

Fully supported

AdOrbit Proposals map to Dynamics 365 Quote (Sales Cloud standard from Professional tier). Proposal status (draft, sent, accepted, rejected) maps to QuoteStatus. Signed proposal PDFs migrate as Note attachments linked to the Quote. Proposal-to-Order linkage is preserved via a custom proposal_reference__c field on the corresponding Opportunity.

AdOrbit

Subscription

maps to

Microsoft Dynamics 365 Sales

Contact (with subscription properties)

1:1

Fully supported

AdOrbit Subscription Management records migrate as Contact records with subscription-specific properties: subscription_frequency__c, subscriber_status__c, and next_billing_date__c. Active subscriptions are distinguished from inactive via status mapping. The billing relationship to the advertiser Account is preserved through the Contact.AccountId link.

AdOrbit

Media Inventory

maps to

Microsoft Dynamics 365 Sales

Custom Entity (media_inventory__c)

1:1

Mapping required

AdOrbit Digital Media and Inventory Module tracks available ad slots, placements, and availability. These non-standard CRM objects map to a custom media_inventory__c entity with fields for slot_name__c, placement_type__c, availability_status__c, and available_date__c. Availability status links to campaign or ticket records for inventory reconciliation.

AdOrbit

Freelancer

maps to

Microsoft Dynamics 365 Sales

Contact (with freelancer properties)

1:1

Fully supported

AdOrbit Freelancer Management records (Professional and Enterprise tiers) map to Contact with a freelancer flag and rate fields: freelancer_rate__c, freelancer_assignment__c. Freelancers are classified as non-advertiser contacts and imported after the main Contact phase with a type designation that prevents them from entering the sales pipeline.

AdOrbit

User (Owner)

maps to

Microsoft Dynamics 365 Sales

User

1:1

Fully supported

AdOrbit User records including role-based permissions and sales rep assignments on orders and tickets map to Dynamics 365 User. We match by email address during User provisioning. Any AdOrbit Owner without a matching Dynamics 365 User goes to a reconciliation queue for admin provisioning before record migration begins.

AdOrbit	Microsoft Dynamics 365 Sales	Compatibility
Contact	Contact1:1	Fully supported
Company	Account1:1	Fully supported
Ad Ticket	Opportunity or Custom Entity (ad_ticket__c)1:1	Fully supported
Order	Opportunity with Opportunity Product lines1:1	Fully supported
Proposal	Quote1:1	Fully supported
Subscription	Contact (with subscription properties)1:1	Fully supported
Media Inventory	Custom Entity (media_inventory__c)1:1	Mapping required
Freelancer	Contact (with freelancer properties)1:1	Fully supported
User (Owner)	User1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

AdOrbit gotchas

Medium

5-user minimum floor applies across all tiers

Medium

CSV imports require comma scrubbing and sheet staging

Low

Export logic routes ticket files by status

Low

Billing module connects to ERP at additional cost

Low

API is RESTful but not publicly rate-documented

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

AdOrbit gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
Medium	5-user minimum floor applies across all tiers	High	Professional tier 15-table custom table limit blocks migrations
Medium	CSV imports require comma scrubbing and sheet staging	High	October 2024 pricing increase applies at renewal for all customers
Low	Export logic routes ticket files by status	Medium	Custom fields must be created in the UI before API writes
Low	Billing module connects to ERP at additional cost	Medium	Power Platform request limits apply to bulk migrations
Low	API is RESTful but not publicly rate-documented	Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

AdOrbit ticket type taxonomy does not map to standard CRM fields

AdOrbit Ad Tickets use a media-specific taxonomy (print, digital, service) with fields for placement, run dates, ad dimensions, and asset attachments that have no direct equivalent in Microsoft Dynamics 365 Sales Opportunity. We create a custom ad_ticket__c entity in Dynamics 365 to receive these fields. The customer must provision this custom entity before migration, and the Dynamics 365 admin must grant field-level access to the migrating user. Skipping custom entity provisioning results in field truncation or rejection during the ticket import phase.
CSV exports require comma scrubbing before upload

AdOrbit's Historical Data Tool stages uploaded CSVs as Sheets before importing them into live records. Commas within field values break the cell structure; the documentation explicitly instructs replacing commas with semicolons before upload. We sanitize all CSV inputs as part of our data preparation step and upload via the Sheets staging interface. For API-based extraction, we handle comma-containing fields at the source to avoid this issue downstream.
Attachment export depends on AdOrbit ticket status rule

Ticket assets export to FTP or Dropbox based on the ticket status setting: Non-Final exports all uploads until marked final, Final exports only after status is set, and All exports on every upload. When migrating attachments, we query the configured status rule in AdOrbit to avoid pulling premature or incomplete assets. We recommend setting tickets to Final status before extraction or using the All setting to capture complete attachment sets.
AdOrbit API rate limits are not publicly documented

AdOrbit exposes a REST API for integrations and Zapier connectivity, but the public documentation does not publish per-minute or per-day rate limits. For bulk migrations we request a dedicated rate assessment from the AdOrbit team during discovery and pace our extraction accordingly to avoid throttling. We configure exponential backoff in our extraction scripts to handle implicit throttling signals.
Dynamics 365 validation rules can block record import

Dynamics 365 orgs commonly enforce validation rules (required formats, conditional requireds, picklist whitelists) and field-level security that block the migrating user during data load. We coordinate with the customer's Dynamics 365 admin to grant the migration user the relevant security role and either temporarily disable blocking validation rules during load or extend them with a migration-context check. This step prevents 5-30 percent record rejection on the first import pass.

Migration approach

Six steps for a successful AdOrbit to Microsoft Dynamics 365 Sales data migration

Discovery and custom entity design

We audit the source AdOrbit portal for record counts across Contacts, Companies, Ad Tickets, Orders, Proposals, Subscriptions, Media Inventory, and Freelancers. We assess the ticket type taxonomy, custom ticket fields, pricing term structures, and any open balances or tax codes. We pair this with a Dynamics 365 environment review to confirm the target tier (Essentials through Enterprise) and design the custom entity schema (ad_ticket__c, media_inventory__c) and custom fields required to receive AdOrbit's media-specific data. The discovery output is a written migration scope and schema design document.
Data preparation and CSV sanitization

We extract data from AdOrbit via REST API where available and via CSV bulk export for objects with complex field structures. All CSV inputs undergo comma scrubbing (replacing commas within field values with semicolons per AdOrbit's staging tool requirement) and validation against the destination schema. We flag any records with missing required fields, broken foreign key references, or non-standard character encoding before staging for import. Attachment extraction runs against the configured file sharing destination with status rule filtering.
Dynamics 365 custom entity provisioning and sandbox migration

We deploy the custom entity schema (ad_ticket__c, media_inventory__c) and all custom fields to a Dynamics 365 Sandbox environment via the Power Platform CLI or manual configuration. We run a full migration into the Sandbox with production-like data volume. The customer's Dynamics 365 admin reconciles record counts, spot-checks 20-30 records against the AdOrbit source, and signs off the schema and mapping before production migration begins.
Account and User provisioning first

We extract distinct AdOrbit Companies and resolve them to Dynamics 365 Accounts. We extract distinct AdOrbit Owners and match by email against the destination org's User table. Owners without a matching User go to a reconciliation queue for admin provisioning. Migration cannot proceed past this step because AccountId and OwnerId references are required on most downstream objects.
Production migration in dependency order

We run production migration in record-dependency order: Accounts (from AdOrbit Companies), Contacts (with AccountId resolved), Subscriptions (as Contacts with subscription properties), Freelancers (as Contacts with freelancer flag), Opportunities (from AdOrbit Orders with AccountId, OwnerId, and pricing_type__c resolved), Custom Ad Ticket entity (from AdOrbit Ad Tickets with AccountId linked), Media Inventory custom entity, Proposals (as Quotes with Opportunity linkage), and attachment files transferred to Dynamics 365 SharePoint or Notes. Each phase emits a row-count reconciliation report.
Cutover, validation, and configuration handoff

We freeze AdOrbit writes during cutover, run a final delta migration of any records modified during the migration window, then enable Dynamics 365 as the system of record. We deliver an inventory document covering AdOrbit Automation Workflows (to be rebuilt in Microsoft Dynamics 365 Sales Flow), QuickBooks Online sync configuration, InDesign integration settings, and Ad Server integration status. We support a one-week hypercare window for reconciliation issues. We do not rebuild AdOrbit Workflows or integrations as part of the migration scope; these are separate configuration tasks for the customer's admin.

Platform deep dives

Context on both ends of the pair

AdOrbit

Source

Strengths

Covers the entire contract-to-cash cycle in one platform for advertising-based publishers.
Built specifically for publishing workflows, not adapted from a horizontal CRM template.
Advertiser self-service portal reduces back-and-forth on order approval and payment.
Direct integrations with Google Ad Manager and Broadstreet for ad ops automation.
Strong customer support ratings with live chat available on Silver and Gold support tiers.

Weaknesses

Pricing is custom-only with no published per-seat rates, complicating budget planning.
Requires a minimum of 5 users on all plans, making it costly for small publishers.
Implementation and training involve significant time investment before the platform delivers value.
Reporting dashboards have limited customization in lower tiers, per user feedback.
API documentation is minimally public, requiring discovery requests to map migration endpoints.

Microsoft Dynamics 365 Sales

Destination

Strengths

Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
Implementation typically requires costly certified partners, adding 30–50% to total project cost
Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

	AdOrbit Source	Microsoft Dynamics 365 Sales Destination
Strengths	Covers the entire contract-to-cash cycle in one platform for advertising-based publishers. Built specifically for publishing workflows, not adapted from a horizontal CRM template. Advertiser self-service portal reduces back-and-forth on order approval and payment. Direct integrations with Google Ad Manager and Broadstreet for ad ops automation. Strong customer support ratings with live chat available on Silver and Gold support tiers.	Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises
Weaknesses	Pricing is custom-only with no published per-seat rates, complicating budget planning. Requires a minimum of 5 users on all plans, making it costly for small publishers. Implementation and training involve significant time investment before the platform delivers value. Reporting dashboards have limited customization in lower tiers, per user feedback. API documentation is minimally public, requiring discovery requests to map migration endpoints.	Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal Implementation typically requires costly certified partners, adding 30–50% to total project cost Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

Complexity grading

How hard is this migration?

Standard CRM migration. All 8 core objects map 1:1 between AdOrbit and Microsoft Dynamics 365 Sales .

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across AdOrbit and Microsoft Dynamics 365 Sales .

Object compatibility
A
All 8 core objects map 1:1 between AdOrbit and Microsoft Dynamics 365 Sales .
Field mapping clarity
C
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
B
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
B
AdOrbit: Not publicly documented — rate limits are assessed per-org during migration discovery.
Data volume sensitivity
B
AdOrbit doesn't expose a bulk API — REST + parallelization used for high-volume runs.

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Migrate from AdOrbit to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

AdOrbit

Microsoft Dynamics 365 Sales

How AdOrbit objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful AdOrbit to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your AdOrbit to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about AdOrbit to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from AdOrbit.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from AdOrbit to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

AdOrbit

Microsoft Dynamics 365 Sales

How AdOrbit objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful AdOrbit to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your AdOrbit to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about AdOrbit to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does an AdOrbit to Microsoft Microsoft Dynamics 365 Sales migration take?

Do AdOrbit Automation Workflows migrate to Microsoft Dynamics 365 Sales Flow?

What does an AdOrbit to Microsoft Dynamics 365 Sales migration typically cost?

Can we migrate AdOrbit invoice and billing history to Dynamics 365?

How do we handle AdOrbit media-specific objects like Ad Tickets and Media Inventory?

Do we lose historical attachment files (artwork, proofs, layout files) during migration?

What happens to AdOrbit freelancer and vendor records?

Related migrations to explore

Move from AdOrbit. Land in Microsoft Dynamics 365 Sales , intact.

Move from AdOrbit.
Land in Microsoft Dynamics 365 Sales , intact.