CRM migration
Field-level mapping, validation, and rollback between Atendare and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
Atendare
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
5 of 8
objects map 1:1 between Atendare and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Atendare to Microsoft Microsoft Dynamics 365 Sales is primarily a data-structure migration because Atendare publishes no public API documentation and operates on a quotation-based pricing model with no published tier costs. We begin every scoping engagement by contacting Atendare directly to confirm API access, authentication method, and available endpoints before we can design a migration strategy. If API access is restricted, we fall back to CSV export where supported by the customer's plan. At the destination, Microsoft Dynamics 365 Sales uses the Dataverse data model with typed columns, specific field name conventions, and a separate Lead object that does not exist in Atendare's single Contact model. We map Atendare's Contact records to either Dynamics 365 Lead or Contact depending on lifecycle stage, and we preserve every custom property as a matching Dataverse column. Landing page content, marketing automation flows, and email campaign HTML do not migrate; we deliver a written inventory of these assets for the customer's admin to rebuild in Dynamics 365 or Power Platform. Proposals and Contracts migrate where the customer's Atendare plan provides access.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Atendare platform overview
Scorecard, SWOT, gotchas, and pricing for Atendare.
Destination platform
Microsoft Dynamics 365 Sales platform overview
Scorecard, SWOT, gotchas, and pricing for Microsoft Dynamics 365 Sales .
Data migration guide
The complete Microsoft Dynamics 365 Sales migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Microsoft Dynamics 365 Sales migration checklist
Pre- and post-cutover tasks for moving onto Microsoft Dynamics 365 Sales .
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Atendare 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.
Atendare
Contact
Microsoft Dynamics 365 Sales
Lead or Contact (split required)
1:manyAtendare uses a single Contact object with lifecycle stage information stored as a property. Dynamics 365 separates unqualified prospects into Lead records and qualified contacts into Contact records attached to Account. We define the split rule during scoping using the Atendare lifecycle stage property and apply it at migration time. The original lifecycle stage migrates as a custom field on both Lead and Contact for audit continuity.
Atendare
Company
Microsoft Dynamics 365 Sales
Account
1:1Atendare Company records map directly to Dynamics 365 Account. The company domain becomes the Account Website field. Account is created before Contact import so that the CustomerId lookup is satisfied at the moment of Contact insert. Atendare company-level custom fields map to Dataverse columns on the Account table.
Atendare
Deal
Microsoft Dynamics 365 Sales
Opportunity
1:1Atendare Deals map to Dynamics 365 Opportunity. The dealstage property maps to Dynamics 365 StageName within a sales process. Deal value, expected close date, and owner assignment transfer directly. Atendare pipeline-specific custom fields on Deals map to Opportunity custom columns in Dataverse.
Atendare
Pipeline
Microsoft Dynamics 365 Sales
Record Type + Sales Process
lossyEach Atendare pipeline becomes a Dynamics 365 Record Type on Opportunity with a corresponding Sales Process that whitelists stage values. Stage names and probabilities migrate from Atendare stage configuration. If the customer uses multiple pipelines in Atendare, each maps to a separate Record Type so that stage values remain scoped per line of business.
Atendare
Activity (calls, meetings, tasks)
Microsoft Dynamics 365 Sales
Task and Event
1:1Atendare Activities including calls, meetings, and tasks migrate to Dynamics 365 Task and Event records. Call records use Task with TaskSubtype=Call. Meeting records use Event with StartDateTime and EndDateTime preserved. Owner assignments resolve via email match to the destination User table. Activity timestamps preserve ordering in the Dynamics 365 timeline.
Atendare
Custom Properties
Microsoft Dynamics 365 Sales
Dataverse Custom Columns
lossyAtendare custom fields on Contacts, Companies, and Deals vary by account configuration. We detect all custom property definitions during discovery, map them to typed Dataverse columns at the destination, and flag any that require custom field creation in Dynamics 365 before migration. Field type conversion (text to picklist, number to currency) is handled as part of the transform step.
Atendare
User (Team Members)
Microsoft Dynamics 365 Sales
User
1:1Atendare Team Members assigned as Deal owners and Activity owners map to Dynamics 365 User records. We resolve Atendare users by email match against the destination User table. Any Atendare user without a matching Dynamics 365 User enters a reconciliation queue for the customer's admin to provision before record import continues.
Atendare
Proposal (Enterprise tier)
Microsoft Dynamics 365 Sales
Quote
1:1Proposals in Atendare Enterprise tier migrate to Dynamics 365 Quote, which is available from Sales Professional tier. Line items, totals, and proposal status transfer. Proposal PDFs migrate as Note attachments linked to the Quote record. If the customer's Atendare plan does not include Enterprise tier, Proposals are flagged as unavailable and noted in the scope.
| Atendare | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Contact | Lead or Contact (split required)1:many | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline | Record Type + Sales Processlossy | Fully supported | |
| Activity (calls, meetings, tasks) | Task and Event1:1 | Fully supported | |
| Custom Properties | Dataverse Custom Columnslossy | Mapping required | |
| User (Team Members) | User1:1 | Fully supported | |
| Proposal (Enterprise tier) | Quote1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Atendare gotchas
No public API documentation or confirmed export endpoints
Pricing is quotation-only with no published per-seat cost
Landing pages and email campaign content are not independently exportable
Microsoft Dynamics 365 Sales gotchas
Professional tier 15-table custom table limit blocks migrations
October 2024 pricing increase applies at renewal for all customers
Custom fields must be created in the UI before API writes
Power Platform request limits apply to bulk migrations
Activity records orphaned to inactive owners fail silently
Pair-specific challenges
Migration approach
Vendor API verification and discovery
We contact Atendare directly to confirm API access, authentication method, available endpoints, and rate limits for the customer's account. We simultaneously audit the Atendare portal for object inventory, custom property definitions, pipeline configuration, user count, and activity volume. If API access is unavailable, we document the CSV export fallback path and flag any objects that require manual extraction. The discovery output is a written scope document covering all objects, estimated record counts, and the confirmed data access method.
Destination schema design
We design the Microsoft Dynamics 365 Sales schema based on the discovery output. This includes creating Dataverse custom columns for all Atendare custom properties, defining Opportunity Record Types and Sales Processes per Atendare pipeline, configuring the Lead-Contact split rule based on the customer's Atendare lifecycle stage property, and mapping stage names and probabilities. Schema is validated in a Dynamics 365 sandbox before production migration begins.
Owner reconciliation and User provisioning
We extract every distinct Atendare user assigned as an owner on Contact, Company, Deal, and Activity record and match by email against the destination Dynamics 365 User table. Any Atendare user without a matching Dynamics 365 User enters a reconciliation queue for the customer's admin to provision. Migration cannot proceed past record import until all OwnerId references are satisfied.
Sandbox migration and data reconciliation
We run a full migration into a Dynamics 365 sandbox using production-like data volume. The customer's RevOps lead reconciles record counts across all objects, spot-checks 25-50 records against the Atendare source, and validates that custom field values populated correctly in Dataverse. Mapping corrections identified during sandbox validation are applied before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: Users (validated), Accounts (from Atendare Companies), Contacts (with AccountId resolved and lifecycle stage split applied), Leads (from unqualified Atendare Contacts), Opportunities (with OwnerId, AccountId, and RecordTypeId resolved), Activity history (Tasks, Events via Dataverse API), Custom Properties validated at destination, and Proposals (where Enterprise tier access is confirmed). Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation inventory handoff
We freeze writes to Atendare during cutover, run a final delta migration of records modified during the migration window, then enable Microsoft Dynamics 365 Sales as the system of record. We deliver the automation inventory document to the customer's admin team. We support a one-week hypercare window for reconciliation issues. We do not rebuild Atendare automations, marketing flows, or landing pages as part of the migration scope; these are documented for the customer's admin to configure in Dynamics 365 and Power Platform.
Platform deep dives
Atendare
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Atendare and Microsoft Dynamics 365 Sales .
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Atendare and Microsoft Dynamics 365 Sales .
Object compatibility
All 8 core objects map 1:1 between Atendare and Microsoft Dynamics 365 Sales .
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Atendare: Not publicly documented.
Data volume sensitivity
Atendare doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Atendare to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
Walk through your Atendare to Microsoft Dynamics 365 Sales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Atendare
Other ways to arrive at Microsoft Dynamics 365 Sales
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.
