CRM migration

Migrate from Comet Suite to Microsoft Dynamics 365 Sales

Field-level mapping, validation, and rollback between Comet Suite and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .

Comet Suite logo

Comet Suite

Source

Microsoft Dynamics 365 Sales

Destination

Microsoft Dynamics 365 Sales  logo

Compatibility

90%

9 of 10

objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Comet Suite stores worker profiles, attendance records, location check-in/check-out data, site assignments, and custom properties that represent a field workforce's operational history. Dynamics 365 Sales models similar concepts across Account, Contact, Lead, and custom Worker tables, but the naming conventions, field types, and relationship structures differ substantially. FlitStack AI extracts Comet Suite data via its export API, transforms location histories into Dynamics 365 Sales custom fields, maps attendance patterns to Activity records tied to Contact or Account, and preserves custom field schemas as new_ prefixed columns in Dataverse. We do not migrate automations, scheduling rules, or GPS-tracking logic — those must be rebuilt in Dynamics 365's native Field Service or Power Automate. The migration runs in a scoped read-access window so your team continues working in Comet Suite throughout the process, with a 24–48 hour delta-pickup capturing any last changes before cutover. This approach preserves data integrity while allowing operational continuity during the transition window.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Comet Suite logo

Comet Suite

What's pushing teams away

  • Users report a steep learning curve for dispatchers and administrators — the interface does not follow common SaaS conventions and requires dedicated training time
  • The web UI opens every click in a new window, which creates a fragmented and frustrating navigation experience that experienced users cite as a consistent pain point
  • Limited native integrations with accounting software means finance teams still manually re-enter invoice data from Comet Suite into their ledgers
  • The platform lacks a well-documented public API, making automated data extraction and migration difficult without custom development
  • As the business scales beyond 50–100 technicians, the lack of advanced reporting and analytics forces teams to export CSVs for analysis in external BI tools

Choosing

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

What's pulling them in

  • Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
  • Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
  • Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
  • Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
  • Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How Comet Suite objects map to Microsoft Dynamics 365 Sales

Each row shows how a Comet Suite object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Comet Suite

Worker Profile

maps to

Microsoft Dynamics 365 Sales

Contact

1:1
Fully supported

Comet Suite worker records map to Dynamics 365 Contact entities. Full name splits into FirstName and LastName fields. Email, phone, and job title transfer directly. Worker status (active/inactive) maps to Contact StatusCode. Site assignment becomes a custom field on Contact, preserving the worker's primary location association.

Comet Suite

Worker Profile

maps to

Microsoft Dynamics 365 Sales

Account

many:1
Fully supported

Comet Suite site or company entity (the entity where workers are assigned) maps to Dynamics 365 Account records. Site name becomes Account Name. Address fields map to Address1 composite address fields. If Comet Suite includes a parent-company concept, ParentAccountId captures the organizational hierarchy between sites and the parent organization.

Comet Suite

Lead (Unqualified Worker)

maps to

Microsoft Dynamics 365 Sales

Lead

1:1
Fully supported

Comet Suite records in onboarding or prospect status that have not been activated map to Dynamics 365 Lead. Lead Status maps from source status picklist. Address and contact details transfer to Lead address fields. Original source pipeline stage preserved as a custom field.

Comet Suite

Attendance Record

maps to

Microsoft Dynamics 365 Sales

Task

1:1
Fully supported

Comet Suite attendance events including check-in and check-out times become Dynamics 365 Task records. The Task Subject is formatted as 'Attendance: [WorkerName]', with new_checkintime and new_checkouttime custom fields capturing the original timestamps. Regarding is set to the Contact record. Each attendance event creates one Task, preserving the original timestamp and site location data for audit and reporting purposes.

Comet Suite

Location History

maps to

Microsoft Dynamics 365 Sales

Custom Fields on Contact

1:1
Fully supported

Comet Suite GPS coordinates stored per worker become new_lastlatitude and new_lastlongitude custom Decimal fields on the Contact record, along with new_lastlocationtimestamp as a DateAndTime field. This location data has no native Dynamics 365 Sales equivalent — it is preserved as reference fields on the Contact rather than a separate entity, maintaining visibility alongside worker profile information.

Comet Suite

Site Assignment

maps to

Microsoft Dynamics 365 Sales

Account (Site)

1:1
Fully supported

Comet Suite sites representing physical locations or projects map to separate Account records with Account Type set to 'Site'. Site-specific address, region, and manager contact fields link back to the primary company Account via ParentAccountId lookup. After migration, Dynamics 365 Territory management can be layered on top to support geographic routing and region-based reporting.

Comet Suite

Team / Crew

maps to

Microsoft Dynamics 365 Sales

Custom Team Entity

1:1
Fully supported

Comet Suite crew groupings without a direct Dynamics 365 equivalent become a custom new_Crew table with a lookup to Contact for each crew member. Crew lead maps to OwnerId on the crew record. This structure supports Dynamics 365 security roles per crew if needed.

Comet Suite

Custom Property (Any Object)

maps to

Microsoft Dynamics 365 Sales

Custom Field (new_*), Dataverse

1:1
Fully supported

Every Comet Suite custom field such as cost_center, union_status, certification_ids, and similar properties creates a corresponding new_ prefixed custom field on the target Dynamics 365 table in Dataverse. Field type mapping follows this pattern: text fields become SingleLine.Text, numbers become Whole.Number, dates become DateAndTime, and picklists become OptionSets. Dataverse Field-Level Security can be enabled per custom field if the source data contains sensitive information requiring access control.

Comet Suite

Attachment / Document

maps to

Microsoft Dynamics 365 Sales

SharePoint (Linked to Account)

1:1
Fully supported

Comet Suite file attachments on worker profiles or sites re-upload to SharePoint document libraries provisioned under the corresponding Account or Contact record. Dynamics 365 native SharePoint integration keeps files accessible from within the record form without a separate storage system.

Comet Suite

API Export / Bulk Extract

maps to

Microsoft Dynamics 365 Sales

Dynamics 365 Data Import / KingswaySoft / Azure Data Factory

1:1
Fully supported

Comet Suite data extraction runs via its export API with pagination. FlitStack transforms the JSON or CSV output into Dynamics 365-compatible CSV with proper header names before loading. Large volume imports use Azure Data Factory pipelines targeting Dataverse Web API to stay within rate-limit budgets.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Comet Suite logo

Comet Suite gotchas

High

No documented public API for automated export

High

Attachments are not included in standard exports

Medium

Feature phone and flip phone data requires separate extraction

Medium

Custom Work Order fields vary by customer configuration

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Pair-specific challenges

  • GPS location history has no native Dynamics 365 entity — custom fields are required

    Comet Suite captures GPS coordinates at each check-in and stores last-known location on the worker profile. Dynamics 365 Sales has no native GPS, geofence, or location-history entity — the data must be stored as custom Decimal fields (new_lastlatitude, new_lastlongitude) on Contact. These fields do not appear in Dynamics 365 maps or geospatial dashboards natively; they require Power Apps canvas integration or a third-party geolocation component to visualize. FlitStack preserves the raw coordinate data for reference, but teams expecting a live worker-tracking map in Dynamics 365 Sales should plan a separate Power Platform build post-migration.

  • Comet Suite team/crew structures require a custom Dataverse table

    Comet Suite models crew assignments and team hierarchies as flat properties on worker records. Dynamics 365 Sales has no native concept of a crew or field team — the built-in Team entity in Dataverse controls security roles and queue membership, not operational groupings. FlitStack creates a custom new_Crew table with lookups to Contact for each member. If your team uses crew-level scheduling in Comet Suite, that scheduling logic cannot migrate to Dynamics 365 Sales without Dynamics 365 Field Service (a separate license tier) or a Power Automate-based scheduling rebuild. We surface this distinction in the pre-migration schema plan so your team can decide on licensing before data lands.

  • Dynamics 365 StateCode/StatusCode picklist values must be mapped from Comet Suite status strings

    Comet Suite worker_status and attendance_status store free-form or semi-structured strings (e.g., 'Active', 'On Leave', 'Checked In'). Dynamics 365 StateCode and StatusCode on Contact and Task use OptionSet integers that are set at the organization level. Migration requires building a value-mapping table between Comet Suite status strings and Dynamics 365 integer codes before records load. If your Comet Suite instance uses custom status strings not in the default mapping, custom OptionSet values must be created in Dynamics 365 first — a step that requires a solution publisher and solution import. FlitStack generates the complete value map during the pre-migration discovery phase and validates it against your Dynamics 365 OptionSet configuration.

  • Comet Suite custom fields create schema divergence risk when naming conventions collide

    Comet Suite custom field names like 'region', 'department', or 'status' may conflict with existing custom fields or system fields in your Dynamics 365 instance. Dynamics 365 enforces unique schema names per table with the new_ prefix for custom fields, but Display Name collisions (the friendly name shown in forms) are allowed and can cause user confusion. FlitStack pre-scans both systems for naming collisions and prepends a source-system prefix (e.g., new_comet_region) to any ambiguous custom fields during migration. This keeps the data intact while preventing form-layout conflicts when records load into Dynamics 365.

  • API rate limits require pagination strategy during Comet Suite bulk export

    Comet Suite's export API applies per-tenant daily request limits that vary by subscription tier. Large worker databases (50,000+ records) require paginated API calls with cursor-based pagination or offset pagination, and retry logic for 429 responses. FlitStack implements exponential backoff and concurrent worker threads to maximize export throughput within rate limits. The export phase typically runs 2–4x longer than the Dynamics 365 import phase for large datasets. We surface the estimated export duration during the discovery call so your team can plan the cutover window accordingly.

Migration approach

Six steps for a successful Comet Suite to Microsoft Dynamics 365 Sales data migration

  1. Discover Comet Suite data model and Dynamics 365 target schema

    FlitStack pulls a full schema export from Comet Suite covering worker profiles, sites, attendance records, custom fields, and file attachments. We simultaneously inspect your Dynamics 365 instance to confirm which tables exist, whether custom OptionSets match Comet Suite picklists, and whether Field Service is provisioned. Any gaps — missing custom fields, mismatched picklist values, or missing site Account records — get listed in a pre-migration action plan. Your team resolves gaps before migration day so data lands in a ready schema.

  2. Build Comet Suite ID resolution table and owner mapping

    Comet Suite worker IDs and site IDs stored in attendance and assignment records must resolve to Dynamics 365 Contact IDs and Account IDs before relational data can load. FlitStack builds an ID resolution table during the Accounts/Contacts migration phase, then uses it to set RegardingObjectId on Task records, ParentAccountId on Contact, and any other foreign-key-style lookups. Unresolved IDs (workers without matching Contacts) are flagged for manual assignment before the full run.

  3. Migrate Accounts and Contacts before Tasks and Attendance records

    Dynamics 365 requires parent records to exist before child records can reference them via lookup fields. FlitStack sequences the migration: Sites → Accounts first, then Worker Profiles → Contacts, then Attendance Records → Tasks. This ensures that every Task record's RegardingObjectId resolves to an existing Account at load time. Custom fields on Contact and Account are created in Dataverse before this phase begins.

  4. Run a sample migration with field-level diff

    A representative slice of 200–500 records migrates first — covering at least three sites, 50 workers, and 100 attendance events. FlitStack generates a field-level diff comparing source values against Dynamics 365 destination values, highlighting any truncated text, dropped decimals, or picklist mismatches. Your team reviews the diff and approves field mapping before the full run commits. Any custom OptionSet values missing in Dynamics 365 are created at this stage.

  5. Cut over with delta-pickup and audit log

    The full migration runs with FlitStack's scoped read access on Comet Suite. Your team continues working in Comet Suite throughout. A 24–48 hour delta-pickup window after the main run captures any records created or updated during the migration window. FlitStack generates a full audit log of every record created, updated, or skipped in Dynamics 365. If reconciliation fails, one-click rollback reverts the Dynamics 365 instance to its pre-migration state.

Platform deep dives

Context on both ends of the pair

Comet Suite logo

Comet Suite

Source

Strengths

  • Real-time GPS tracking of field technicians and vehicles across multiple simultaneous locations
  • Dual-mode mobile app supporting both modern smartphones and legacy feature/flip phones
  • Integrated attendance tracking tied directly to dispatch and scheduling
  • Custom fields on Work Orders allow industry-specific data capture without platform changes
  • Centralized administration portal for managing users, devices, and permissions across an organization

Weaknesses

  • No publicly documented API means all data exports require screen-scraping or manual CSV downloads
  • UI paradigm of opening every action in a new window frustrates power users and slows down high-volume dispatchers
  • Limited native integrations with accounting, ERP, and CRM platforms — most connections require middleware or custom development
  • Analytics and reporting capabilities lag behind competitors, with no built-in BI or trend visualization
  • Attachment and document migration is not supported via any documented export path
Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

Destination

Strengths

  • Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
  • Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
  • AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
  • Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
  • Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

  • Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
  • October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
  • Implementation typically requires costly certified partners, adding 30–50% to total project cost
  • Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
  • Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

Complexity grading

How hard is this migration?

Standard CRM migration. All 8 core objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Comet Suite and Microsoft Dynamics 365 Sales .

  • Object compatibility

    A

    All 8 core objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Comet Suite: Not applicable — no public API.

  • Data volume sensitivity

    B

    Comet Suite doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Comet Suite to Microsoft Dynamics 365 Sales migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Comet Suite to Microsoft Dynamics 365 Sales data migrations

Answers to the questions buyers ask most during Comet Suite to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.

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Most Comet Suite to Dynamics 365 Sales migrations complete in 48–72 hours of clock time for under 50,000 records. Larger setups with 100,000+ worker profiles, extensive custom fields, and location-history preservation extend to 7–14 days. The longest planning step is creating custom OptionSet values and the ID resolution table that maps Comet Suite worker IDs to Dynamics 365 Contact IDs. API rate-limit pacing during the Comet Suite export phase also extends the export window for large datasets.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Comet Suite.
Land in Microsoft Dynamics 365 Sales , intact.

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