Migrate from Allegory to Microsoft Dynamics 365 Sales

Allegory contacts migrate as Dynamics 365 Sales Contact records. Each Contact requires an AccountId lookup, so Allegory contacts without a primary company link to a default placeholder Account. Multi-company associations from Allegory collapse to one primary AccountId with the rest recorded in the Account Contact Relationship table.

Allegory companies map directly to Dynamics 365 Sales Account records. Parent-child company hierarchies in Allegory translate to Account.ParentAccountId references in Dynamics 365, which must resolve in the correct dependency order to avoid orphaned records. Circular references between Allegory companies are detected during the schema audit phase and flagged for manual resolution before migration begins.

Allegory leads migrate as Dynamics 365 Sales Lead records. Allegory lead source attribution maps to the Lead.leadqualitycode field, and any lead score data from Allegory migrates as a custom field since Dynamics 365 Sales has no native lead-scoring field. If Allegory stores lead status as a separate property, that value maps to the Lead.statecode picklist during migration.

Allegory deals map to Dynamics 365 Sales Opportunity records. Each Opportunity requires an AccountId lookup, and the Allegory deal stage name maps to the Opportunity StageName pick-list using a value-by-value translation defined per Dynamics 365 Sales Process. Probability percentages and forecast categories from Allegory are stored as custom fields or mapped from the Business Process Flow configuration.

Allegory pipelines transform into Dynamics 365 Sales Business Process Flows. Each Allegory pipeline requires a separate Business Process Flow in Dynamics 365 so that stage labels, required fields, and progression logic are scoped to the correct business unit or deal type.

Allegory pipeline stage names map to Dynamics 365 Sales Opportunity StageName values on a one-to-one basis. Each stage mapping includes the probability percentage and forecast category from the Dynamics 365 Sales Process configuration. Stage-entered timestamps from Allegory are stored as custom datetime fields.

Allegory email records migrate as Dynamics 365 Sales Task records with Type='Email'. The original email subject, body, sender, recipients, and timestamp are preserved in the Task record. HTML formatting may be simplified during Dataverse import; FlitStack AI maintains a plain-text fallback in the Description field for reference integrity when HTML constructs are stripped.

Allegory call logs migrate as Dynamics 365 Sales Task records with Type='Phone Call'. Call duration, outcome, direction (inbound/outbound), and original timestamps transfer as task fields, with call notes and outcome details stored in the Task Description or a custom field for post-migration reference and reporting.

Allegory meeting records migrate as Dynamics 365 Sales Event records with original start time, end time, location, subject, and description preserved. Meeting attendees are stored in the Event Attendees collection where Allegory provides that data, and calendar synchronization settings are mapped to the corresponding Dynamics 365 Event fields.

Allegory custom fields migrate as Dataverse custom columns on the corresponding entity. Sales Professional tier limits custom tables to 15; if Allegory exceeds that, schema consolidation or an Enterprise license upgrade is required before migration. Custom column display names use Allegory field labels; field-level security can be configured in Dynamics 365 post-migration.

Allegory tags and category labels have no native Dynamics 365 Sales equivalent. FlitStack AI preserves the full tag string as a custom text field on each record so teams can reference the original taxonomy. Rebuilding tags into Dynamics 365 Teams or category structures is a post-migration configuration step.

Allegory file attachments migrate as Dynamics 365 Sales Note records. Files are re-uploaded to Dynamics 365 SharePoint-integrated storage. File size limits of 25 MB per file in Dynamics 365 apply; larger Allegory files are flagged for manual handling before the migration run.