Migrate from Best Case Bankruptcy to Microsoft Dynamics 365 Sales

Best Case debtor records (individual persons who file bankruptcy) map directly to Dynamics 365 Sales Contact records. The debtor's name, address, date of birth, and SSN last-four are extracted and written to Contact fields. A custom Bankruptcy_Case_Reference__c field links the contact back to the originating Best Case case number.

Debtors who are prospective clients (not yet converted to active matters) may be staged as Dynamics 365 Sales Leads before being converted to Contacts once the case is opened. The split decision is based on whether the Best Case record has an active petition filed date — records without filing dates become Leads.

Best Case creditor records (organizations owed money by the debtor) map to Dynamics 365 Sales Account records. The creditor name, address, and claim amount are extracted. A custom Creditor_Type__c field captures whether the claim is secured, unsecured, or priority, preserving Best Case classification data.

Best Case case records do not map to Opportunities because bankruptcy cases are not revenue-generating in the sales sense. However, case records are linked to Contacts via custom fields so that Dynamics 365 Sales reporting can show open bankruptcy matters per contact. The Opportunity object is not used in this migration path.

Because Dynamics 365 Sales lacks a native case‑number field, FlitStack creates Bankruptcy_Case_Number__c as a custom text field on Contact. The field is limited to 50 characters, indexed for rapid lookup, and configured with field‑level security so that only authorized roles can read the docket identifiers during migration and reporting.

Best Case chapter types (Chapter 7, Chapter 11, Chapter 13, Chapter 15) have no Dynamics 365 Sales native equivalent. FlitStack creates Bankruptcy_Chapter__c as a custom pick-list field on Contact, preserving the chapter value from Best Case so firms can segment contacts by filing type.

The bankruptcy petition filed date from Best Case is stored as Petition_Filed_Date__c on the Dynamics 365 Sales Contact record, preserving the official filing timestamp for reporting and audit trails. The field is defined as a date attribute, included in contact searches, and used to drive date‑based workflow triggers such as status updates or follow‑up reminders.

Best Case tracks the discharge date when the court releases the debtor from qualifying debts. FlitStack maps this to Discharge_Date__c on the Contact record, allowing Dynamics 365 Sales workflows to automatically update the contact’s status to "Discharged" after the date passes, and enabling compliance reporting on case closure timelines.

Best Case stores the responsible attorney name per case. This maps to the Dynamics 365 Sales OwnerId field by email resolution — if the attorney has a Dynamics 365 user account, the contact is assigned to that user. Unmatched attorneys are flagged for manual assignment.

Best Case records co-debtors as separate person records within the same case. Each co-debtor becomes a separate Dynamics 365 Sales Contact, linked to the primary debtor Contact via a custom Co_Debtor_Relationship__c lookup field. Case reference and chapter fields are populated identically across co-debtor contacts.

Best Case asset schedules (real property, vehicles, bank accounts) are summarized as text blocks and stored in a custom field on the Contact. Full asset detail requires a separate custom entity or Notes attachment since Dynamics 365 Sales has no native asset schedule object.

Best Case liability schedules (secured debts, unsecured claims) are summarized as text blocks and stored in a custom field on the Contact. Because Dynamics 365 Sales does not support multi‑row liability structures natively, FlitStack recommends creating a separate custom entity for detailed liability tracking if your practice requires granular, searchable debt records beyond the summary.

Best Case meeting‑of‑creditors dates and court deadlines are mapped to Dynamics 365 Sales Events. The original court date, time, and location are preserved in the Event description, and each Event is linked to the Contact record for the associated debtor. This allows your team to view upcoming deadlines in the Dynamics 365 calendar and trigger follow‑up tasks automatically.

Best Case generates petition PDFs, schedules, and court-filed documents. These cannot be migrated to Dynamics 365 Sales as native objects. FlitStack exports the document set to a provided SharePoint location and creates a Note on the Contact record with a link. Re-filing in courts must be done through the appropriate CM/ECF system.

Best Case includes an exemption analyzer that helps attorneys determine which assets are exempt under federal and state law. This tool has no Dynamics 365 Sales equivalent. The analysis output can be exported as a PDF and attached to the Contact record, but the logic cannot be transferred.