Migrate from Contractor+ to Microsoft Dynamics 365 Sales

Contractor+ clients map to Dynamics 365 Accounts. Client name becomes Account Name; address fields map to Address composite. Clients without a company name (sole proprietors) land as Contacts under a generic Account. We preserve the original Contractor+ client ID as Source_System_ID__c for delta-run deduplication.

Primary contact persons on Contractor+ clients migrate as Dynamics 365 Contacts linked to the parent Account via AccountId lookup. Email, phone, mobile, and job title map directly. Secondary contacts require Account Contact Relationship records since Dynamics 365 supports only one primary contact per account.

Contractor+ jobs map to Dynamics 365 Opportunities. Job name becomes Opportunity Name; estimated value maps to EstimatedRevenue. Job status (Scheduled, In Progress, Completed) maps to Opportunity StageName via value mapping. Open jobs map to active stages; completed jobs map to Closed Won or Closed Lost based on status.

Multi-phase jobs in Contractor+ (demolition, rough-in, finish) require a decision: collapse into one Opportunity with a custom Phases__c field, or split into child Opportunities using the parent Opportunity as the primary. Your team chooses the approach — we surface this during the mapping plan review before migration runs.

Contractor+ estimates migrate as Dynamics 365 Quotes linked to the parent Opportunity. Line items from the estimate map to QuotedProduct records with unit price and quantity. Status from Contractor+ (Draft, Sent, Accepted, Declined) maps to Quote Status with value mapping. Accepted estimates that have converted to jobs also generate a corresponding Opportunity.

Contractor+ invoices map to Dynamics 365 Invoice records. Invoice number becomes Invoice Number; total amount maps to TotalAmount. Line items map to Invoice Products. Paid invoices retain their paid status; unpaid invoices surface in Dynamics 365 as open invoices. Accounting flows require Business Central for full receivables management.

Contractor+ scheduling data has no native equivalent in Dynamics 365 Sales. We preserve schedule details as custom fields on the Opportunity (Scheduled_Start__c, Scheduled_End__c, Assigned_Technician__c). If you activate Dynamics 365 Field Service, these custom fields feed resource bookings. Scheduling automation must be rebuilt in Power Automate or Field Service.

Contractor+ custom client properties (license numbers, insurance carrier, W-9 status) require new custom columns in Dynamics 365. We create text, date, or pick-list fields on Account with the __c suffix per Dataverse naming. For fields with value constraints, we apply Field-Level Security and add the pick-list options before data loads.

Contractor+ custom job properties (permit numbers, HOA approval status, inspection dates) migrate as custom columns on Opportunity. We create fields matching the source data type — date fields for timestamps, pick-lists for status fields, currency fields for cost overrides. Original values populate during migration; ongoing capture requires Power Automate flows.

Contractor+ file attachments and job photos migrate as Dynamics 365 Notes with file attachments. We re-upload files to SharePoint-connected Dataverse storage (default 50GB per tenant). File size limit is 128MB per attachment; larger files require SharePoint direct upload with a link stored as a Note URL.

Contractor+ activity logs on jobs (calls logged, client messages, site visit notes) migrate as Dynamics 365 Tasks linked to the parent Opportunity or Contact. Original timestamps and owner assignments are preserved. Activity type maps to the Task Regarding object so the full context follows the record.

Contractor+ line items with cost breakdowns (materials, labor, markup) require a mapping decision: map to Opportunity Products with unit price for estimating, or store the full cost structure as custom fields. Material cost vs. sale price parity is preserved via Quantity = 1 and UnitPrice = sale amount, with cost stored in a custom Cost__c field on the product record.