Migrate from Black Ice CRM to Microsoft Dynamics 365 Sales

Black Ice Accounts (companies) map directly to Microsoft Dynamics 365 Sales Account. The company name becomes Account Name, and address fields map to Address composite fields or individual address line fields in Dataverse. We preserve the account-contact relationship by importing Accounts before Contacts so that AccountId lookups are satisfied at the moment of Contact insert. Any Black Ice custom company fields identified in the pre-migration audit are created as custom Account fields in the destination org before import.

Black Ice Contact records map to Microsoft Dynamics 365 Sales Contact with first name, last name, email, phone, and custom fields preserved. We resolve the Contact-to-Account relationship using a match on email domain or an explicit Black Ice company association field. If the Black Ice deployment stores contact roles (decision-maker, influencer, buyer) as custom fields, we map these to the Dynamics 365 Contact Relationship or a custom picklist field.

Black Ice Leads map to Microsoft Dynamics 365 Sales Lead. The Black Ice lead status field maps to Lead Status in Dynamics 365, and any lead source or score custom fields migrate to custom Lead fields. We flag any Black Ice deployment where Leads and Contacts are used interchangeably; in that case, we present the customer with a merge-versus-split recommendation during scoping before the migration mapping is finalised.

Black Ice Products (name, SKU, price, stock levels) map to Dynamics 365 Product2 records. SKU maps from Black Ice's product code field, and unit price maps to Standard Price Book entries created during import. If the customer uses the Products module for inventory tracking, current stock quantities migrate as a custom field on Product2 since Microsoft Dynamics 365 Sales does not manage live inventory; the customer's admin configures a separate inventory management approach (Business Central, spreadsheet, or third-party) post-migration.

Black Ice Quotes map to Dynamics 365 Quote with header fields (quote number, date, validity, total) and line items. Quote line items map to QuoteLineItem with Product2 reference, quantity, and UnitPrice resolved at migration time. The originating Account and Contact are linked via the Quote's CustomerId and ContactId fields. Quote status (Draft, Sent, Accepted, Lost) maps to the Dynamics 365 statuscode field.

Black Ice Orders map to Microsoft Dynamics 365 Sales Order or Invoice depending on the order lifecycle stage. Order line items map to OrderProduct with the Product2 reference resolved. In Microsoft Dynamics 365 Sales standalone, Orders are linked to Quotes; in a combined Sales and Business Central deployment, Orders sync via the Dataverse-Business Central integration. We confirm whether Business Central is in scope during discovery.

Black Ice's Potential object maps to Microsoft Dynamics 365 Sales Opportunity. Stage name and estimated value migrate from Black Ice's pipeline tracking fields to Opportunity StageName and Amount. The Black Ice pipeline assignment becomes an Opportunity Record Type or Sales Process in Dynamics 365, which we configure before migration. Closed-Lost and Closed-Won outcomes from Black Ice map to the corresponding Dynamics 365 stage transitions.

Black Ice CRM's fully customisable modules mean every deployment has custom fields that do not appear in a standard installation. We require a pre-migration field audit — a sample export or a guided screen walkthrough — to document the exact schema in use. Each custom field is created in Dynamics 365 with the appropriate field type (text, number, picklist, date, boolean) before any data import. Custom field mapping is the most variable part of a Black Ice migration and is resolved during the discovery phase, not assumed from any standard schema.