CRM migration

Migrate from BoomTown to Microsoft Dynamics 365 Sales

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 logo

BoomTown

Source

Microsoft Dynamics 365 Sales

Destination

Microsoft Dynamics 365 Sales  logo

Compatibility

100%

12 of 12

objects map 1:1 between BoomTown and Microsoft Dynamics 365 Sales .

Complexity

BStandard

Timeline

3–5 days

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

BoomTown logo

BoomTown

What's pushing teams away

  • Perceived lack of product innovation leaves long-term users feeling the feature set has stagnated without meaningful new capabilities.
  • 12-month contract terms combined with bundled pricing create significant switching costs once setup and customization are complete.
  • Integration-heavy architecture means lead data, website content, and workflows become tightly coupled to the platform over time.
  • Pricing lacks transparency, with no published rates on the vendor site and third-party estimates suggesting entry costs around $1,000 per month plus setup fees.

Choosing

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

What's pulling them in

  • Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
  • Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
  • Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
  • Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
  • Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How BoomTown objects map to Microsoft Dynamics 365 Sales

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

maps to

Microsoft Dynamics 365 Sales

Contact

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

Lead

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

Account

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

Opportunity

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

Opportunity Stage (Business Process Flow)

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

new_predictivescore (custom field on Lead)

1:1
Fully supported

BoomTown'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)

maps to

Microsoft Dynamics 365 Sales

Task / Email (activitypointer)

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

Annotation (Note) / SharePoint

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

SystemUser (Owner)

1:1
Fully supported

BoomTown 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)

maps to

Microsoft Dynamics 365 Sales

new_fieldname (Dataverse custom columns)

1:1
Fully supported

Any 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

maps to

Microsoft Dynamics 365 Sales

Power Automate / Dynamics Workflow (no migration)

1:1
Fully supported

BoomTown 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

maps to

Microsoft Dynamics 365 Sales

No equivalent (site-specific)

1:1
Fully supported

BoomTown'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.

Gotchas + challenges

What specifically takes care here

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 logo

BoomTown gotchas

Medium

Export requires Broker or Admin permission

High

Workflows and automations do not export

High

12-month contract creates financial lock-in

Medium

IDX website content is not migratable via API

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Pair-specific challenges

  • BoomTown lifecycle stage has no direct Dynamics 365 equivalent

    BoomTown models prospect progression through lifecycle stages (e.g., New, Contacted, Qualified, Customer) as a single contact property. Dynamics 365 Sales separates Leads from Contacts — there is no native lifecycle field. Migrating historical BoomTown records with lifecycle stage values requires mapping those values into a new_lifestagestage custom option-set field on the Contact or Lead table. The stage-history progression itself (when a contact moved from one stage to another) does not transfer; FlitStack preserves the final lifecycle stage value and documents the limitation in the migration plan.

  • BoomTown pipeline-to-Dynamics 365 Business Process Flow mapping requires pre-configuration

    BoomTown pipelines with multiple stage names must map to Dynamics 365 Sales Business Process Flows before Opportunity data can load cleanly. Each BoomTown pipeline stage requires a corresponding StageId GUID in Dynamics 365, and the pipeline itself maps to a ProcessId on the Opportunity record. If Business Process Flows are not pre-configured with matching stage names, the StageId lookup fails and transactions land without pipeline assignment. FlitStack delivers a stage-name mapping table in the pre-migration plan so your Dynamics 365 admin can create the Business Process Flows before the migration run begins.

  • Custom field provisioning must precede the data migration run

    Dynamics 365 Sales custom fields (prefixed new_) must be added to the Dataverse solution and published before any data loads into those fields. BoomTown accounts with 20 or more custom fields require a manifest of new_fieldname definitions that your Dynamics 365 admin creates in the Power Apps solution editor. FlitStack generates this manifest automatically during the pre-migration scan. Loading data into undefined custom fields causes silent failures in Dynamics 365 — fields are skipped rather than errored, which can result in data appearing to migrate successfully while key fields remain empty.

  • BoomTown's bundled IDX and lead-generation data cannot be extracted for CRM migration

    BoomTown stores IDX search criteria, MLS listing associations, and paid advertising campaign data in platform-specific tables that are not exposed via the BoomTown API. The CRM records (leads, contacts, companies, transactions) are accessible for migration, but the advertising spend data, PPC campaign performance, and website visitor tracking logs are infrastructure-bound and not exportable. FlitStack documents which BoomTown data types are migratable and which are not, so your team can plan the separate website and advertising rebuild without expecting those records to appear in Dynamics 365.

  • Owner resolution fails for BoomTown users without Azure AD email matches

    Dynamics 365 Sales uses Azure AD-backed SystemUser records as owners. BoomTown team members whose email addresses do not match an existing or invited user in your Dynamics 365 tenant cannot be resolved automatically. Records belonging to unmatched owners are flagged in the pre-migration owner report. Without intervention, these records either fail to load (if owner is required) or land under a system-admin fallback owner. FlitStack recommends either inviting unmatched BoomTown users to Dynamics 365 before migration or designating a fallback owner — this decision must be made before the migration run.

Migration approach

Six steps for a successful BoomTown to Microsoft Dynamics 365 Sales data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

BoomTown logo

BoomTown

Source

Strengths

  • Integrated lead generation with managed PPC reduces reliance on external lead vendors.
  • Behavioral lead scoring prioritizes agent follow-up without manual intervention.
  • Bundled IDX websites with MLS integration accelerate agent online presence.
  • Team dashboards provide brokerage-level performance visibility across agents.

Weaknesses

  • 12-month contract and bundled pricing create high switching costs once customized.
  • Public pricing is unavailable, requiring third-party estimates for budget planning.
  • Workflow automations are not accessible via API for programmatic migration.
  • Perceived feature stagnation has emerged as a consistent complaint in recent reviews.
Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

Destination

Strengths

  • Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
  • Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
  • AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
  • Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
  • Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

  • Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
  • October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
  • Implementation typically requires costly certified partners, adding 30–50% to total project cost
  • Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
  • Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across BoomTown and Microsoft Dynamics 365 Sales .

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    BoomTown: Not publicly documented.

  • Data volume sensitivity

    B

    BoomTown doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your BoomTown to Microsoft Dynamics 365 Sales migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about BoomTown to Microsoft Dynamics 365 Sales data migrations

Answers to the questions buyers ask most during BoomTown to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most BoomTown-to-Dynamics 365 Sales migrations complete within 3–5 days of clock time for accounts with fewer than 25,000 records. Larger BoomTown accounts exceeding 200,000 records or using more than 50 custom fields extend to 10–18 days. The longest single step is typically custom field provisioning in Dynamics 365 Power Apps — your admin's availability to publish fields before the migration run is the most common timeline variable. FlitStack provides a day-by-day milestone schedule during onboarding so your team can plan accordingly.

Adjacent paths

Related migrations to explore

Ready when you are

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