Migrate from Bento to Microsoft Dynamics 365 Sales

Discovery and data audit

We audit the Bento portal for contact volume, tag taxonomy, custom field definitions and data types, active automation count and complexity, suppression list sizes (unsubscribed and bounced separately), campaign history, and Custom Event schemas. We pair this with a Microsoft Dynamics 365 Sales environment review (edition tier, existing custom fields, Account hierarchy, duplicate rules). The discovery output is a written migration scope, a field mapping document, and a decision brief on whether Contacts map to Dynamics Contacts directly or split into Lead and Contact based on customer lifecycle stage.

Suppression list pre-load

We export Bento's unsubscribed and bounced contacts as separate CSV files. The unsubscribed list is imported first into Microsoft Dynamics 365 Sales as Contact records with Do Not Email enabled and bounce reason preserved in a custom field. The bounced list follows with the same treatment. This sequence ensures that no suppressed address receives a marketing email after the active contact migration completes. Both lists are reconciled against the active contact export to prevent duplicates.

Schema provisioning in Dynamics

We provision any custom fields on the Contact entity required by the Bento custom field mapping (matched by data type). We create a multi-select picklist or topic-based field for Bento tags, and custom fields for key Custom Event flags if applicable. Duplicate detection rules are reviewed or updated to use email as the primary dedupe key. If the customer chooses a Lead-Contact split strategy, Lead fields and the Convert mapping are configured.

Active contact migration in dependency order

We import Bento active contacts using Microsoft Dynamics 365 Sales API with rate-limit handling and batch chunking. The import resolves any Account linkage using company_name matching, applies custom field values per the mapping document, and sets tag values using the chosen tag strategy. Each batch is reconciled against the Bento export row count before the next batch begins. A random record spot-check of 25-50 records against the Bento source confirms field-level accuracy.

Automation documentation and HTML template export

We document every active Bento Automation in a structured brief covering trigger conditions (event type, filter criteria), delay settings (wait duration, wait-until conditions), action nodes (email send, tag applied, field updated, goal tracked), and flow screenshots. The brief is formatted as a step-by-step guide for rebuilding in Power Automate or Dynamics 365 workflows. We separately export all email template HTML and list the personalization tokens in use for the destination team to remap.

Cutover, validation, and handoff

We freeze Bento write access during cutover, run a final delta migration of any contacts modified during the migration window, then deliver the final reconciliation report. We confirm suppression list completeness against the active contact load. We hand over the automation brief, the HTML template export, and the field mapping document. We do not rebuild Bento automations as Power Automate flows inside the migration scope; that is a separate engagement for a Microsoft partner or internal admin.