Migrate from CASEpeer to Microsoft Dynamics 365 Sales

CASEpeer Cases map to Dynamics 365 Opportunities. Each CASEpeer case with an estimated settlement or contingency fee becomes an Opportunity with Amount set to the estimated case value. Case number migrates as a custom field for traceability. The mapping preserves the original case open date as the Opportunity CreatedOn timestamp, ensuring a complete historical record from intake onward.

CASEpeer stage values (Intake, Investigation, Litigation, Settlement, Trial, Closed) map to Dynamics 365 Opportunity Stage values. Custom stages require value-by-value mapping; probability weights re-applied on the Dynamics 365 side per business process. The stage mapping also includes a custom field for stage entry date, enabling historical stage duration analysis in Power BI.

CASEpeer clients map to Dynamics 365 Contacts. The Contact's Role__c custom column (value: 'Plaintiff' or 'Client') distinguishes them from opposing parties. Primary phone, email, and address fields migrate directly. The mapping also preserves the original client create date as the Contact's CreatedOn timestamp, maintaining the full client history.

Opposing parties in CASEpeer become Dynamics 365 Contacts with Role__c set to 'Opposing Party'. Contact's AccountId links to the opposing party's organization record where applicable. The mapping also captures the opposing party's address and phone details, storing them in the Contact's standard address fields for straightforward retrieval.

CASEpeer insurance carrier references map to Dynamics 365 Accounts representing the insurer. Carrier name, policy number, and coverage limits migrate as custom columns on the Account record. The mapping also stores the carrier's contact name and phone as a secondary contact on the Account, enabling direct communication for claim updates.

Medical providers linked to a CASEpeer case become Dynamics 365 Contacts with Role__c set to 'Medical Provider'. Provider's facility name migrates as Account.Name with the Contact linked via AccountId. The mapping also captures the provider's specialty and office phone as custom fields on the Contact, supporting referral tracking and communication.

CASEpeer tasks attached to cases migrate as Dynamics 365 Tasks with RegardingObjectId pointing to the corresponding Opportunity record. Original due dates, priorities, and assigned users (resolved by email) are preserved. The mapping also retains the task's original description and any attached notes, ensuring complete activity history for audit purposes.

CASEpeer calendar events become Dynamics 365 Appointments with RegardingObjectId linked to the relevant Opportunity. Original start/end times, location, and attendees (resolved by email) are carried forward. The mapping also preserves the appointment's subject line and any notes, providing a full timeline of case-related meetings for reporting.

CASEpeer document attachments re-upload to Dynamics 365 SharePoint integration or Note records attached to the Opportunity. File size limits apply (default 10MB per file in Dataverse). Firms must enable SharePoint integration in Dynamics 365 before migration. During re-upload, folder structures are recreated to match the original CASEpeer case hierarchy, preserving logical organization.

CASEpeer custom intake form fields per case type map to Dynamics 365 custom columns on the Opportunity table. Data types (text, number, date, picklist) are preserved. Sales Professional's 5-table limit may require Enterprise licensing for firms with more than 5 case-type field groups.

CASEpeer attorney and staff assignments resolve by email match against Dynamics 365 users. Unmatched staff are flagged before migration; records assign to a fallback owner. CASEpeer role types (Partner, Associate, Paralegal) migrate as a custom column. The resolution process also captures the user's department and manager, enabling reporting on case workload distribution across the firm.

Settlement values and contingency fee percentages in CASEpeer migrate as custom columns (Settlement_Amount__c, Contingency_Fee_Pct__c) on the Opportunity. Closed-won Opportunities hold actual settlement amounts; open cases hold estimated values. These columns are formatted as currency fields, enabling straightforward financial analysis and reporting in Power BI dashboards.

CASEpeer insurance claim references migrate as a custom text column on the Opportunity record. Claims adjuster contact info, where present, attaches as a separate Contact with Role__c set to 'Adjuster'. The adjuster's phone and email are stored in the Contact's standard phone and email fields, facilitating direct communication during claim processing.