Migrate from Breakcold to Microsoft Dynamics 365 Sales

Breakcold Contacts with lifecycle_stage of Prospect or New map to Dynamics 365 Lead. Contacts with lifecycle_stage of Customer, Active Customer, or Evangelist map to Dynamics 365 Contact tied to an Account. We compute the split at migration time using Breakcold's lifecycle_stage property, preserve the original Breakcold lifecycle value in a custom field breakcold_lifecycle__c on both Lead and Contact for audit trail, and flag any Breakcold Contacts without a lifecycle stage for manual disposition during scoping.

Breakcold Company records map directly to Dynamics 365 Account. The company domain becomes the Account Website field and serves as the dedupe key during import. Account is created before any Contact import so that the CustomerID lookup relationship is satisfied at the moment of Contact insert. Industry, employee count, and annual revenue migrate to the corresponding Dynamics standard fields.

Each Breakcold Pipeline maps to a Microsoft Dynamics 365 Sales Process paired with a Record Type that scopes the Stage values, Page Layout, and field visibility per line of business. Breakcold's unlimited pipeline model means customers may have three to ten active Pipelines; we consolidate these into a matching number of Dynamics Record Types during schema design. Stage ordering and probability percentages migrate from Breakcold to Dynamics Stage values.

Breakcold stage names, colors, and probability percentages map to Dynamics Opportunity StageName values. When Breakcold has more stages than the target Dynamics Sales Process allows, we map multiple Breakcold stages to a single Dynamics stage with a note in the migration log so the customer's admin can adjust post-migration. Stage probability migrates to StageProbability on the SalesProcess.

Breakcold's distinct Lead object (separate from Contact) maps directly to Dynamics 365 Lead. Lead status, source attribution, and any lead score property migrate to the corresponding Dynamics Lead fields. Breakcold's LinkedIn_sourced flag preserves as a custom field for segmentation post-migration.

Breakcold Email activities migrate to Dynamics 365 Email快件 records linked to the parent Lead, Contact, or Account. Email body, direction (inbound/outbound), timestamp, and thread ID preserve. We use the Dynamics Web API with batch chunking to insert Email records and resolve the regarding object lookup (RegardingObjectId) at migration time.

Breakcold LinkedIn activities (messages, connection requests, post interactions) do not have a native Dynamics channel equivalent. We preserve the LinkedIn activity type, timestamp, and body as a custom activity note or as a value in a custom multivalue field on the Contact. LinkedIn profile URL and scraped metadata (headline, company, connection count) migrate as Contact properties.

Breakcold Call activities map to Dynamics 365 Phone Call activity. Subject, direction, duration (in seconds), phone number, and disposition result migrate to the corresponding Dynamics Phone Call fields. Call recording URLs stored in Breakcold custom properties migrate to a custom URL field on the Phone Call record.

Breakcold Meeting activities map to Dynamics 365 Appointment records. Start time, end time, location, and body text migrate directly. We resolve the Attendee records against the migrated Lead and Contact IDs to link attendees via the PartyList activity parties.

Breakcold unlimited custom Objects migrate to Dynamics 365 custom entities via the Dataverse API. We pre-create the destination schema including all custom attributes, lookup relationships to standard entities (Contact, Account, Opportunity), and option set values before data import. Multi-select picklist values from Breakcold custom properties serialize as Dynamics multivalue option set or as a delimited text field depending on the Dynamics version.

Breakcold stores LinkedIn profile URLs, connection dates, Sales Navigator data, and scraped profile fields as Contact Properties. We preserve the raw LinkedIn profile URL in a custom Contact field, the connection date in a Date field, and any Sales Navigator tier data in a text field. Stale LinkedIn data (where Breakcold's sync has dropped) is flagged during scoping for re-enrichment via Microsoft Dynamics 365 Sales Navigator integration post-migration.

Breakcold workspace Owners (Admin, Member roles) map to Dynamics 365 User records by email match. Any Breakcold Owner without a matching Dynamics User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment on Contacts, Leads, and Pipeline records resolves via the User mapping.