Migrate from Combit CRM to Microsoft Dynamics 365 Sales

Combit CRM person records map directly to Dynamics 365 Contacts. The primary company link in Combit translates to the Contact.AccountId lookup in Dynamics. For Combit contacts without a primary company, we attach to a placeholder Account or flag for manual assignment.

Combit CRM company records map 1:1 to Dynamics 365 Accounts. Company hierarchies (parent/child) in Combit translate to Account.ParentAccountId in Dynamics. Multi-company associations on Combit contacts migrate as Account Contact Relationships in Dynamics. We also ensure that address fields map correctly and any custom fields on the company object are transferred to custom fields on Account.

Combit CRM deals map to Dynamics 365 Opportunities. Deal name becomes Opportunity.Name, amount maps to Amount, and close date maps to CloseDate. Stage names require value-mapping to Dynamics 365 OpportunityStage pick-list values scoped by record type. We also map probability and forecast category based on the stage mapping, and preserve any custom fields on the deal as Opportunity custom fields.

Combit CRM pipelines have independent stage sets. Each pipeline in Combit maps to a separate Record Type in Dynamics 365 Sales, which scopes the Opportunity Stage pick-list values. We generate the mapping plan; your Dynamics admin creates the record types before data lands.

Combit CRM calls map to Dynamics 365 Tasks with Type='Phone Call'. Emails map to Tasks with Type='Email'. Meetings map to Appointments. Notes map to Dynamics 365 Notes (modern Notes entity, not legacy). Original timestamps and owner attribution preserved in the migrated records.

Combit CRM stores custom fields per contact as typed properties. Dynamics 365 Sales requires these as custom fields on the Contact object with __c suffix. We create a schema setup plan listing each custom field, its data type, and whether a pick-list value map is needed before migration runs.

Combit CRM company-level custom fields migrate as Account custom fields in Dynamics 365. Industry codes, registration numbers, VAT IDs, and regional flags stored in Combit become custom text, number, or pick-list fields on Account based on the data type analysis.

Combit deal-level custom fields (discount codes, product references, internal flags) map to Opportunity custom fields. Stage-entry timestamps in Combit become custom datetime fields on Opportunity for reporting continuity. Probability overrides stored in Combit migrate as custom fields.

Combit CRM custom objects (Enterprise tier) map 1:1 to Dataverse custom entities. If the Combit custom object uses N:N associations, we create a junction table entity in Dataverse. We surface the full custom-object dependency graph in the pre-migration plan. This helps avoid circular references during the migration.

Combit CRM owner IDs resolve by email match against Dynamics 365 SystemUser records. Unmatched owners are flagged with a fallback assignment rule (you specify the default). Owner history in Combit migrates as a custom audit field on the record for reporting continuity.

Combit CRM workflow definitions and automation sequences do not migrate. We export workflow definitions as a reference document for your Dynamics 365 admin to rebuild using Power Automate or Business Process Flows. Workflow metadata (trigger types, step logic) is preserved in the export.

Combit CRM reports and dashboard configurations are source-platform constructs. The underlying data migrates to Dynamics 365; reports must be rebuilt using Dynamics 365 Reports, Excel templates, or Power BI. We provide a data dictionary showing where each Combit report field lands in Dynamics.

Combit CRM file attachments migrate to SharePoint Document Locations linked from Dynamics 365 records (if SharePoint integration is enabled) or as Note attachments. We preserve the original filename, content type, and upload date. Inline images in Combit notes are extracted and re-hosted as file attachments.

Combit CRM products map to Dynamics 365 Opportunity Product records linked via Opportunity Product Bundle or individual line items. Unit price, quantity, and discount fields translate directly. Product relationships in Combit become product relationships in Dynamics 365. We also ensure that any product-specific custom fields are migrated as Opportunity Product custom fields.