CRM migration
Field-level mapping, validation, and rollback between BoomTown and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
BoomTown
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
12 of 12
objects map 1:1 between BoomTown and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
3–5 days
Overview
BoomTown organizes real estate brokerages around leads, contacts, companies, and transactions, with a bundled IDX website layer and predictive lead scoring tied to behavioral automation. Dynamics 365 Sales models the same core entities — leads, accounts, contacts, and opportunities — on a Dataverse foundation that enforces foreign-key relationships and requires AccountId on contact records. The migration carries every standard BoomTown object (leads, contacts, companies, transactions, activities) into Dynamics 365, mapping BoomTown's transaction pipeline stages to Dynamics 365 Sales opportunity stages. Custom fields and predictive scores land as new_customfieldname fields in Dataverse. Workflows, IDX website configurations, and paid advertising setups do not migrate — those are rebuild items surfaced in your FlitStack migration plan. We sequence the load so Account records exist before Contact records resolve their parent AccountId lookup, and Opportunities load last so their regarding_objectid and accountid foreign keys are valid. During the final validation pass, FlitStack cross-references each record's original create date against the new_originalcreatedate field, ensuring historical reporting continuity and audit compliance.
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
BoomTown platform overview
Scorecard, SWOT, gotchas, and pricing for BoomTown.
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 BoomTown 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.
BoomTown
Contact
Microsoft Dynamics 365 Sales
Contact
1:1BoomTown Contact maps directly to Dynamics 365 Sales Contact. The primary company on the BoomTown contact populates Contact.ParentAccountId — if the contact has no company, it attaches to a placeholder 'Unassigned Account' record. Email address serves as the unique identifier for owner resolution during migration.
BoomTown
Lead
Microsoft Dynamics 365 Sales
Lead
1:1BoomTown Lead maps to Dynamics 365 Sales Lead. Lead source, status, and rating transfer as new_leadsource, new_status, and new_rating custom fields since Dynamics 365 Lead Status pick-list values may not match BoomTown's taxonomy. Original create timestamp preserved as new_originalcreatedate. If a lead already exists in Dynamics 365, FlitStack matches on email address and updates the existing record to avoid duplication.
BoomTown
Company
Microsoft Dynamics 365 Sales
Account
1:1BoomTown Company maps to Dynamics 365 Sales Account. Parent-child company hierarchies (BoomTown parent_company_id) translate to Account.ParentAccountId. Multi-address companies collapse to a single Account address record with additional addresses preserved as new_additionaladdress custom fields. For companies lacking a parent relationship, FlitStack links them to a placeholder account named 'Unassigned' to satisfy the ParentAccountId requirement and maintain referential integrity.
BoomTown
Transaction
Microsoft Dynamics 365 Sales
Opportunity
1:1BoomTown Transaction maps to Dynamics 365 Sales Opportunity. Transaction amount, stage name, and close date map directly to Opportunity.Amount, Opportunity.StageName, and Opportunity.CloseDate. The BoomTown pipeline ID determines which Business Process Flow attaches to the Opportunity record via the ProcessId field.
BoomTown
Pipeline Stage
Microsoft Dynamics 365 Sales
Opportunity Stage (Business Process Flow)
1:1BoomTown pipeline stages map to Dynamics 365 Sales Opportunity StageName values. Each BoomTown pipeline requires a corresponding Business Process Flow in Dynamics 365. Stage probability weights do not transfer automatically — FlitStack surfaces a stage-probability mapping table for your Dynamics 365 admin to configure before the full migration run.
BoomTown
Predictive Lead Score
Microsoft Dynamics 365 Sales
new_predictivescore (custom field on Lead)
1:1BoomTown's behavioral lead scoring is a proprietary value with no native equivalent in Dynamics 365 Sales. FlitStack migrates the numeric score to a new_number field (new_predictivescore) on the Lead table. Dynamics 365 Sales Enterprise customers may alternatively configure Sales Insights scoring, which operates independently of the migrated value.
BoomTown
Activity (Call, Email, Meeting)
Microsoft Dynamics 365 Sales
Task / Email (activitypointer)
1:1BoomTown engagement activities map to Dynamics 365 Sales activity records. Calls map to Task with activitytypecode='task' and new_activitytype='call'. Emails map to Email (activitypointer) with subject and description preserved. Meetings map to Appointment. Original timestamps and owner assignments carry forward via the OwnerId field.
BoomTown
Attachment / File
Microsoft Dynamics 365 Sales
Annotation (Note) / SharePoint
1:1BoomTown file attachments on leads, contacts, companies, or transactions download and re-upload to Dynamics 365 Sales as Annotation (Note) records. Files exceeding 128MB per note attachment require SharePoint document library integration — FlitStack documents this threshold in the migration plan and offers a SharePoint configuration add-on.
BoomTown
BoomTown User / Team Member
Microsoft Dynamics 365 Sales
SystemUser (Owner)
1:1BoomTown user IDs resolve to Dynamics 365 Sales SystemUser records by email match. FlitStack builds an owner mapping table before migration — any BoomTown user without a matching email in your Dynamics 365 tenant is flagged for fallback owner assignment. Active/inactive status from BoomTown sets the SystemUser.IsDisabled flag in Dynamics 365.
BoomTown
Custom Fields (various objects)
Microsoft Dynamics 365 Sales
new_fieldname (Dataverse custom columns)
1:1Any BoomTown custom field not matching a standard Dynamics 365 Sales field name creates a new_customfieldname column in Dataverse. Custom fields require provisioning in the Dynamics 365 Power Apps solution before the migration run — FlitStack generates the field manifest as part of the pre-migration schema plan.
BoomTown
Workflow / Automation
Microsoft Dynamics 365 Sales
Power Automate / Dynamics Workflow (no migration)
1:1BoomTown workflows, sequences, and lead-routing automations do not migrate. They must be rebuilt in Power Automate or Dynamics 365 native workflows. FlitStack exports BoomTown workflow definitions as a JSON reference document your team uses to rebuild automations in Dynamics 365 — this is a FlitStack deliverable separate from the data migration run.
BoomTown
IDX Website / Lead Generation
Microsoft Dynamics 365 Sales
No equivalent (site-specific)
1:1BoomTown's IDX website layer, MLS integration, and managed PPC campaigns are platform-bound and cannot migrate. These are not CRM data — they are infrastructure that must be re-platformed separately. FlitStack flags these as non-migratable in the migration plan and recommends a web development partner for IDX rebuild on your chosen CMS.
| BoomTown | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Transaction | Opportunity1:1 | Fully supported | |
| Pipeline Stage | Opportunity Stage (Business Process Flow)1:1 | Fully supported | |
| Predictive Lead Score | new_predictivescore (custom field on Lead)1:1 | Fully supported | |
| Activity (Call, Email, Meeting) | Task / Email (activitypointer)1:1 | Fully supported | |
| Attachment / File | Annotation (Note) / SharePoint1:1 | Fully supported | |
| BoomTown User / Team Member | SystemUser (Owner)1:1 | Fully supported | |
| Custom Fields (various objects) | new_fieldname (Dataverse custom columns)1:1 | Fully supported | |
| Workflow / Automation | Power Automate / Dynamics Workflow (no migration)1:1 | Fully supported | |
| IDX Website / Lead Generation | No equivalent (site-specific)1:1 | 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.
BoomTown gotchas
Export requires Broker or Admin permission
Workflows and automations do not export
12-month contract creates financial lock-in
IDX website content is not migratable via API
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
Pre-migration schema discovery and custom field manifest
FlitStack scans your BoomTown account via API to enumerate all object types, standard fields, and custom fields in use. We compare the BoomTown schema against the Dynamics 365 Sales standard schema and generate a custom field manifest (new_fieldname definitions) for every BoomTown property that has no direct Dynamics 365 equivalent. This manifest is delivered to your Dynamics 365 admin with step-by-step instructions for provisioning each field in the Power Apps solution editor. Migration cannot begin until all custom fields are published in Dataverse.
Owner and user resolution mapping
FlitStack extracts all BoomTown team members and matches their email addresses against your Dynamics 365 tenant's Azure AD users. We produce an owner mapping table: matched users map directly, unmatched users are flagged for fallback owner assignment. This step also identifies any inactive BoomTown users whose records should be archived rather than migrated as active SystemUser records in Dynamics 365. The owner mapping table requires your approval before the migration run proceeds.
Sample migration run with field-level diff
A representative sample of records (typically 200–500 per object type) migrates first. FlitStack generates a field-level diff report comparing source BoomTown values against the destination Dynamics 365 records — checking that lifecycle stages landed in new_lifestagestage, pipeline stages resolved to the correct StageId, owner assignments are correct, and custom fields populated. You review the diff report and approve or request adjustments before the full migration run is scheduled.
Full migration with sequential object loading
Accounts load first (since Contact.ParentAccountId and Opportunity.AccountId require existing Account records). Contacts and Leads load second, resolving to their parent Account records. Transactions (Opportunities) load third, with pipeline-to-StageId mapping validated per record. Activities and attachments load last. Each batch is logged in the FlitStack audit trail. API calls to Dynamics 365 target the Dataverse Web API with rate-limit-aware throttling to stay within Power Platform request allocations.
Delta-pickup and cutover window
After the full migration completes, a 24–48 hour delta window captures any BoomTown records modified during the cutover period. Your team continues working in BoomTown during this window. At the agreed go-live time, FlitStack syncs the delta batch and your team switches to Dynamics 365. An audit log documents every record created or updated. If reconciliation reveals discrepancies, one-click rollback reverts the Dynamics 365 environment to its pre-migration state so the issue can be investigated and the migration re-run.
Platform deep dives
BoomTown
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across BoomTown and Microsoft Dynamics 365 Sales .
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
BoomTown: Not publicly documented.
Data volume sensitivity
BoomTown 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 BoomTown to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
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