Migrate from Altcraft to Microsoft Dynamics 365 Sales

Altcraft Profiles with behavioral history and subscription data require a routing decision before migration. Profiles that represent individual buyers with purchase history map to Salesforce Contact attached to an Account. Profiles that represent early-stage prospects with no purchase record may route to Lead. We preserve the original Altcraft Profile ID in a custom field for audit and cross-reference. The routing rule is defined during scoping based on whether the Profile has an associated order, deal stage, or sales-owner assignment.

Altcraft Companies map to Dynamics 365 Account. The Company domain maps to Account.Website, and Company name maps to Account.Name. Account is created before any Contact import to satisfy the AccountId lookup relationship.

Altcraft Deals map to Dynamics 365 Opportunity. Deal stage maps to Opportunity.StageName via a customer-approved stage matrix configured before migration. Deal amount, close date, owner, and associated Products all migrate to the Opportunity record.

Altcraft static segments are list-based membership records that map to Dynamics Contact or Lead list membership. We export segment names and member Profile IDs, then create corresponding list records or populate a multi-select picklist custom field on Contact that encodes segment membership.

Altcraft dynamic segments depend on real-time behavioral criteria that do not have a direct Dynamics equivalent. We export the segment definition logic (rule structure, criteria fields, operators) as a written specification, and the Dynamics admin recreates equivalent advanced find views or uses Power Automate to replicate the dynamic criteria.

Altcraft message templates migrate to Dynamics Email Template records. HTML body migrates to TemplateBody, subject to Template.Subject. A/B test variants are preserved as separate template records with naming convention indicating the variant. Dynamics supports both HTML and plain text templates.

Altcraft Campaign records (send history, open and click analytics, channel assignment) map to Dynamics Campaign. Campaign response data migrates to CampaignMember records. Engagement metrics (opens, clicks) are stored as custom fields because Dynamics Campaign tracks response rates rather than individual engagement events.

Altcraft engagement records attach to Profiles. We resolve each engagement's parent Profile to the corresponding Dynamics Contact or Lead ID, then create the appropriate Dynamics record: EmailMessage for email, Task with TaskSubtype=Call for calls, Event for meetings. SMS engagements map to Task records with a custom sms_body__c field if no native SMS entity is available in the destination Dynamics configuration.

Altcraft Products map to Dynamics Product2 records with Standard Pricebook entries. ProductCode, Description, and BasePrice migrate directly. We resolve the Pricebook2 reference during import.

Altcraft Order records linked to Profiles migrate to a custom Order entity with an Account lookup if Dynamics Sales does not include the Commerce or Supply Chain Management module. Order status, total amount, and line items transfer as structured data. The customer confirms during scoping whether a custom Order entity or OpportunityLineItem approach applies.

Altcraft user-defined fields on Profile export as structured CSV columns. We map each to a corresponding custom field on the appropriate Dynamics entity (Contact, Account, or Lead), handling type differences (string, date, number, boolean). Picklist-style custom fields map to Dynamics picklist or multi-select picklist fields where applicable.

Altcraft Control Groups assign specific Profiles to campaign holdouts for comparative analytics. Microsoft Dynamics 365 Sales does not have a native Control Group equivalent. We preserve Control Group membership as a custom Contact field (e.g., control_group_name__c), and the customer's marketing team implements comparable holdout logic in Dynamics Campaign or in an integrated marketing tool. The written inventory we deliver includes the Control Group membership list for manual re-entry.