Migrate from Assured JobCheck to Microsoft Dynamics 365 Sales

Direct 1:1 map. Assured JobCheck stores contacts on job records — all Salesforce Contact fields (name, email, phone, title, address) migrate as Dynamics 365 Contact columns. Original owner assignments preserved via OwnerId lookup resolved by email match. The Source_System_ID__c custom column stores the Salesforce record ID for traceability and de-duplication during subsequent delta runs.

Direct 1:1 map. Assured JobCheck Company records (policyholder name, insurance carrier, adjuster firm) map to Dynamics 365 Account. Company type field (Insurance Carrier vs. Policyholder) translates to a custom Account Type pick-list value. Industry codes map via a value-mapping table with unmapped values defaulting to 'Other'. The Salesforce Company ID stores in Source_System_ID__c for delta-run reference.

Assured JobCheck Job records map to Dynamics 365 Sales Opportunity. Job name becomes Opportunity name. Job status (Initial Inspection, Scope Complete, In Progress, Completed) maps to Opportunity Stage via a custom value-mapping table. Original job create date preserved as a custom datetime field because Dynamics sets CreatedOn at migration time.

Fields with no Dynamics 365 native equivalent — loss type (water, fire, mold), cause of loss, property type, claim number, policy number, deductible — require a custom table (Restoration_Job__c) in Dataverse. Each field is created as a custom column on that table with a lookup to the parent Opportunity.

Assured JobCheck task assignments map to Dynamics 365 Tasks. The assigned crew member resolves to a Dynamics user by email. Task subject carries the job name and assignment type. Original assignment timestamps preserved. Open/completed status maps to Task Status (Open, Completed, Deferred).

PackOut inventory lists (item description, condition, room of origin, barcode) have no native Dynamics equivalent. We create a Job_Contents__c custom table with a lookup to the parent Opportunity and a foreign key to the Contact record for the item owner. Barcode values stored as text for reference.

Assured JobCheck job notes and attached inspection documents migrate as Dynamics 365 Notes attached to the Opportunity. Rich-text formatting preserved where the source note contains HTML. Original note create date preserved as a custom datetime field (Original_Note_Create_Date__c) to maintain audit continuity. Note attachments carry the Salesforce ContentDocument ID in Source_System_ID__c for traceability.

Photos attached to Assured JobCheck job records download from Salesforce Files and re-upload as Dynamics 365 attachments or into a connected SharePoint document library. The photo's associated job record and room/location metadata map to a SharePoint folder naming convention (e.g., /Opportunities/{JobName}/{Room}/). Original photo upload date and uploaded-by user preserve in SharePoint file properties. The Salesforce ContentDocument ID stores in Source_System_ID__c for delta de-duplication.

Assured JobCheck user records (sales reps, project managers, field crews) resolve to Dynamics 365 SystemUser by email. If a source user has no matching Dynamics user, records flag for admin assignment to a fallback owner before migration commits. Owner resolution is a prerequisite for all other object migrations.

Assured JobCheck workflows and assignment automation (Salesforce Flow definitions) do not migrate. We export your workflow definitions as a reference document for rebuilding in Dynamics 365 process flows or Power Automate. This is the primary manual-rebuild deliverable for every migration.

Reports and dashboards from Assured JobCheck do not migrate — their underlying data migrates, but the report definitions must be rebuilt in Dynamics 365's native reporting or Power BI. We preserve the source report names and column layouts as a rebuild specification.

Third-party integrations connected to Assured JobCheck (accounting software links, e-signature tools, scheduling boards) are not carried over. Each integration must be rebuilt as a Dynamics 365 integration or Power Automate connection. We provide an integration inventory as part of the migration plan.