Migrate from Agent Legend to Microsoft Dynamics 365 Sales

Agent Legend contacts with an established sales relationship (stage: active, customer, or past client) map to D365 Contact. Prospects without a D365 Opportunity map to Lead so the qualification workflow triggers correctly. Split runs on Agent Legend's stage field; unmatched stages route to Lead by default.

Agent Legend agents carry email addresses and role assignments. We resolve each agent email against D365 SystemUser by email match. Unmatched agents receive a flagged record and fallback owner assignment; your admin invites them to D365 or assigns to a migration placeholder user.

Agent Legend company records (name, domain, industry, employee count, annual revenue) map directly to D365 Account fields. Parent-company hierarchies in Agent Legend map to Account.ParentAccountId. Multi-company associations per contact collapse to a primary AccountId with additional accounts stored as AccountContactRelationships.

Lily's 0–100 score has no D365 native equivalent. We create a custom Number field (msdyn_LilyScore__c) on both Contact and Lead so the score travels with the record regardless of whether the contact qualifies to a Lead or Contact. Score-assigned date preserved as msdyn_LilyScoreDate__c.

Agent Legend circle prospecting campaigns and drip sequences do not map to any native D365 object. We create msdyn_CampaignSequence__c as a custom table storing sequence name, step count, cadence, and source attribution. Sequence definitions are also exported as a JSON workbook for your admin to rebuild inside Power Automate or Dynamics Sales Engagement.

Agent Legend tracks up to 500+ lead sources (Zillow, Realtor.com, referrals, etc.). D365 Lead has a native leadsourcecode field but it supports a limited picklist. Sources map to a custom Option Set (msdyn_LeadSource__c) on the Lead entity; Agent Legend's full source list is preserved value-by-value.

Agent Legend communication history (emails sent, calls logged, SMS threads) migrates as D365 Task records with Type='Email' or Type='Call'. Original timestamps and agent-owner resolved via email match. High-volume SMS logs migrate as Task records with subject prefix '[SMS]' for filtering.

Agent Legend file attachments (property flyers, mortgage pre-approval letters, campaign assets) re-upload to D365's SharePoint-integrated document management. Files re-associated to the parent Contact or Account record via absolute URL reference stored in a custom SharePoint_URL__c field.

Agent Legend stores IDs from upstream integrations (Lofty contact ID, Follow Up Boss tag). These migrate as msdyn_SourceIntegrationID__c on Contact for traceability. The field also enables delta-run de-duplication — if an Agent Legend record with the same integration ID already landed in D365, it updates rather than duplicates.

Agent Legend automations — circle prospecting triggers, lead-routing rules, Lily-triggered follow-ups — do not have a D365 native equivalent. We export workflow definitions as a JSON configuration file that your Power Automate admin can use as a rebuild reference. Migration carries data only; automations are not transferred.