Migrate from Chakra Sales CRM to Microsoft Dynamics 365 Sales

Chakra Contacts map directly to Dynamics 365 Contact. Standard fields (FullName, Email, Phone, Address) migrate 1:1. Any custom Contact properties require field-level mapping against the destination Contact form in Sales Hub. We run a custom field inventory during discovery, compare against existing Dynamics custom fields, and create any missing custom fields in Dataverse before the load phase. Parent Account lookup is resolved by matching Chakra Account.company_name to Dynamics Account.name as the dedupe key.

Chakra Account records map to Dynamics 365 Account. The Account.name field serves as the dedupe key during import. We resolve any Account-specific custom fields by matching Chakra custom property names to Dataverse field schema names. If the destination org uses multiple Business Process flows, we configure Account Record Types before import.

Chakra Lead records map to Dynamics 365 Lead. Lead status values (New, Contacted, Qualified, Unqualified) are mapped to Dynamics Lead Status values defined in the destination's Business Process Flow. Chakra's lead source and qualification custom properties migrate as custom Lead fields created in Dataverse before import.

Chakra Deals map to Dynamics 365 Opportunity. Deal amount, expected close date, and owner assignment transfer directly. The Chakra dealstage property maps to a Dynamics Sales Process stage that we configure during schema design. If the source account uses multiple deal pipelines, each pipeline becomes a separate Record Type on Opportunity with its own Sales Process whitelisting the migrated stage values.

Chakra pipeline stages are configured via no-code setup and do not export. We document the stage sequence, stage names, and probability values during the discovery call. Each stage becomes a StageName value in a Dynamics Sales Process configured in Dataverse before Opportunity import. Probability percentages migrate from Chakra to Dynamics StageProbability, rounded to the nearest integer per Dynamics constraints.

Chakra Tasks and Activities map to Dynamics 365 Task. We preserve assignee assignments by resolving Chakra owner email to Dynamics User.email. Activity date, status, and priority transfer directly. TaskSubject maps to Dynamics Subject; TaskBody maps to Description. If the source account tracks call or meeting activities separately, those map to Task with TaskSubtype=Call or Event respectively.

Chakra custom fields on Contacts, Accounts, Leads, and Deals require manual field-level mapping. We inventory every custom property during discovery, compare against the Dynamics Dataverse schema, and pre-create any missing custom fields (with correct field type) before the data load phase. Chakra field types are mapped to equivalent Dataverse types: text to Single Line of Text, number to Whole Number, date to Date Only, checkbox to Two Options.

Historical email threads, call logs, and calendar events associated with Chakra records migrate as Dynamics Activity entries. Emails associated with records map to EmailMessage; call logs map to Task with TaskSubtype=Call; meetings map to Event. The migration uses the Dataverse API with batch chunking and parent-record lookup resolution (WhoId, WhatId) to ensure activities attach to the correct Contact, Lead, or Opportunity.

File attachments linked to Chakra CRM records (proposals, signed documents) may not export via the Cloud API. We audit attachment coverage during the pre-migration data audit. For records with critical attachments, we either request a manual export from the source account or configure a SharePoint document location in Dynamics linked to the Account or Opportunity. Microsoft Dynamics 365 Sales natively offloads attachments to SharePoint, which requires SharePoint licensing and may affect M365 Search results per documented Dynamics UX behaviors.

Chakra workflow automation rules — including lead nurturing sequences, automated assignment, and event-triggered actions — are stored in Chakra's configuration layer and do not export via the Cloud API. We document each automation during discovery: its trigger, conditions, and sequence of actions. We then deliver a written inventory with recommended Power Automate equivalents for flows, or Dynamics Sales Pipeline equivalents for cadence-based sequences. The customer's admin rebuilds these post-migration. This step requires business-user input to confirm logic, so we schedule a rebuild workshop before the go-live date.