CRM migration
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
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
9 of 10
objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
48–72 hours
Overview
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.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Comet Suite platform overview
Scorecard, SWOT, gotchas, and pricing for Comet Suite.
Destination platform
Microsoft Dynamics 365 Sales platform overview
Scorecard, SWOT, gotchas, and pricing for Microsoft Dynamics 365 Sales .
Data migration guide
The complete Microsoft Dynamics 365 Sales migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Microsoft Dynamics 365 Sales migration checklist
Pre- and post-cutover tasks for moving onto Microsoft Dynamics 365 Sales .
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
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
Microsoft Dynamics 365 Sales
Contact
1:1Comet 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
Microsoft Dynamics 365 Sales
Account
many:1Comet 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)
Microsoft Dynamics 365 Sales
Lead
1:1Comet 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
Microsoft Dynamics 365 Sales
Task
1:1Comet 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
Microsoft Dynamics 365 Sales
Custom Fields on Contact
1:1Comet 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
Microsoft Dynamics 365 Sales
Account (Site)
1:1Comet 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
Microsoft Dynamics 365 Sales
Custom Team Entity
1:1Comet 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)
Microsoft Dynamics 365 Sales
Custom Field (new_*), Dataverse
1:1Every 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
Microsoft Dynamics 365 Sales
SharePoint (Linked to Account)
1:1Comet 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
Microsoft Dynamics 365 Sales
Dynamics 365 Data Import / KingswaySoft / Azure Data Factory
1:1Comet 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.
| Comet Suite | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Worker Profile | Contact1:1 | Fully supported | |
| Worker Profile | Accountmany:1 | Fully supported | |
| Lead (Unqualified Worker) | Lead1:1 | Fully supported | |
| Attendance Record | Task1:1 | Fully supported | |
| Location History | Custom Fields on Contact1:1 | Fully supported | |
| Site Assignment | Account (Site)1:1 | Fully supported | |
| Team / Crew | Custom Team Entity1:1 | Fully supported | |
| Custom Property (Any Object) | Custom Field (new_*), Dataverse1:1 | Fully supported | |
| Attachment / Document | SharePoint (Linked to Account)1:1 | Fully supported | |
| API Export / Bulk Extract | Dynamics 365 Data Import / KingswaySoft / Azure Data Factory1:1 | Fully supported |
Gotchas + challenges
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 gotchas
No documented public API for automated export
Attachments are not included in standard exports
Feature phone and flip phone data requires separate extraction
Custom Work Order fields vary by customer configuration
Microsoft Dynamics 365 Sales gotchas
Professional tier 15-table custom table limit blocks migrations
October 2024 pricing increase applies at renewal for all customers
Custom fields must be created in the UI before API writes
Power Platform request limits apply to bulk migrations
Activity records orphaned to inactive owners fail silently
Pair-specific challenges
Migration approach
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.
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.
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.
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.
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
Comet Suite
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Comet Suite and Microsoft Dynamics 365 Sales .
Object compatibility
All 8 core objects map 1:1 between Comet Suite and Microsoft Dynamics 365 Sales .
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Comet Suite: Not applicable — no public API.
Data volume sensitivity
Comet Suite doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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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Other ways to arrive at Microsoft Dynamics 365 Sales
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