Migrate from Cetec ERP to Microsoft Dynamics 365 Sales

Cetec Customer records contain both company-level and individual contact data within a single schema. We split at migration time: the company name, address, and billing fields map to a Dynamics 365 Sales Account record, while individual contact fields (name, phone, email, role) map to Contact records linked to that Account via the ParentAccountId lookup. Customer credit status and payment terms from Cetec become custom fields on Account.

Internal Customer records (the company itself flagged as internal in Cetec) map to an Account record representing the migrating organization. These records are flagged in the pre-migration audit because Cetec locks editing on internal Customers once an order is linked. We identify all locked internal customer IDs, confirm whether they require renaming or merging, and resolve the lock before migration scope closes.

Cetec PQuotes map to Dynamics 365 Sales Opportunities. PPV (Purchase Price Variance) and LBV (Labor Built Value) approval thresholds are exported as custom Opportunity fields with their threshold values preserved. Quote line items map to Opportunity Product entries, and the Quote status (Draft, Sent, Approved, Lost) maps to the corresponding Opportunity StageName.

Open Cetec Sales Orders migrate as Dynamics Sales Orders or Opportunities depending on the customer's use of Dynamics Order Management. Historical completed orders migrate as Opportunities with StageName = Closed Won, preserving order number, total value, and close date. Each Order line item maps to the corresponding product line with quantity, unit price, and discount fields preserved.

Cetec Part records map to Dynamics 365 Sales Product2 entries. Part number becomes Product Code, description becomes Name, and unit of measure maps to the Unit group on Product2. Vendor pricing from Cetec part records is preserved in a custom field for reference; Dynamics 365 Sales does not natively hold multi-vendor pricing on a Product record, so this is inventoried for the admin to configure in a pricing spreadsheet or related entity.

Cetec Document Management stores file attachments (prints, BOMs, spec sheets) against Parts, BOMs, Work Orders, and Quality records. These files export as their original formats (PDF, DWG, STEP) and are delivered as a structured file package organized by part number. We map file names to the corresponding Product2 records and deliver a file-share structure for the customer's admin to attach in SharePoint, Teams, or Dynamics 365 record attachments.

Multi-level Bills of Materials from Cetec ERP have no direct CRM equivalent in Dynamics 365 Sales. We export BOMs as structured CSV files (parent part, child part, quantity per, operation sequence, work instruction reference) and deliver a written inventory with part-number cross-references. Customers planning to deploy Business Central or Finance and Operations use this export as the input for BOM recreation in the ERP layer.

Work Orders with operation sequences, labor tracking, and production cost data do not map to Dynamics 365 Sales objects. We export Work Order records as structured CSV (work order number, part number, quantity, operation steps, labor hours, status) and deliver a written inventory. Customers who also deploy Business Central Premium or Finance and Operations use this export to recreate Work Orders in the production module.

On-hand inventory quantities by warehouse with costing method (average, FIFO) export as structured CSV. Dynamics 365 Sales does not hold inventory quantities. We deliver the inventory export organized by warehouse code and part number, with costing method noted, as a reference dataset for the customer's ERP implementation team.

Inspection records linked to parts, lots, and work orders with pass/fail/conditional outcomes and revision-controlled timestamps are exported as structured quality data. These records have no CRM object equivalent in Dynamics 365 Sales. We deliver a quality record inventory keyed to part number and work order for customers to import into Business Central Quality Management or a separate quality system.

Cetec Users with their role assignments (full user at $50/user/month, shop floor at $25/user/month) map to Dynamics 365 Sales User records. We resolve each Cetec user email to a corresponding Azure AD-backed Dynamics User. Role-based permissions from Cetec are documented per user and mapped to the nearest Dynamics security role (Salesperson, Sales Manager, or custom role) for the customer's admin to assign during user provisioning.

Cetec GL accounts with codes, types, and department/cost center assignments are exported as structured CSV. Dynamics 365 Sales does not have a GL module; organizations requiring accounting functionality typically pair Sales with Business Central or Finance and Operations. We deliver the Chart of Accounts as a reference export for the customer's ERP implementation team.