Migrate from D-Tools to Microsoft Dynamics 365 Sales

D-Tools Clients map directly to Dynamics 365 Accounts. Client name becomes Account Name; primary contact email maps to Contact.Email. D-Tools company-level billing address migrates to Account.Address fields. Multi-location D-Tools clients collapse to one Account with additional addresses stored as Contact records.

Every D-Tools Client has at least one primary contact. We extract contact first name, last name, email, phone, mobile, and title. These map to Contact.FirstName, Contact.LastName, Contact.Email, Contact.Phone, Contact.MobilePhone, and Contact.JobTitle. Client-level default contact becomes Account.PrimaryContactId lookup. Secondary contacts on the same client create additional Contact records linked to the same Account.

D-Tools Projects are the core business object and translate to Dynamics 365 Opportunities. Project name becomes Opportunity.Name; estimated value becomes EstimatedRevenue. Project status (Active, Completed, On Hold) maps to Opportunity.StateCode with Open/Closed system values. Owner assignment maps via email match to Dynamics 365 User records.

D-Tools Projects in pre-contract Proposal status route to Dynamics 365 Lead records. Once a D-Tools project moves to Awarded or Active status, it becomes an Opportunity. This split preserves pipeline visibility in Dynamics 365 Sales by keeping pre-sale project definitions separate from active deal records.

D-Tools Location records attach to Projects and define installation sites. Each unique location address is de-duplicated and mapped to Account.Address fields. Multiple locations per client collapse to a primary Account site address plus secondary Contact addresses for service-specific locations. Site-level contact names and phone numbers become Contact records linked to the relevant location address.

D-Tools Service Plans carry dynamic/fixed pricing, billing frequencies, and RMR (recurring monthly revenue) values. These have no native Dynamics 365 Sales equivalent. We migrate Service Plan metadata as custom Opportunity fields (e.g., Service_Plan_Type__c, Recurring_Monthly_Revenue__c). For complex recurring billing, we create a custom Service_Agreement__c table with OpportunityId lookup.

D-Tools Project line items with product, labor, and markup components map to Dynamics 365 OpportunityProduct records. D-Tools product entries (drawn from the i3 Integrated Product Library) require mapping to Dynamics 365 Product records—if a matching Product record exists, we link it; otherwise we create Product catalog entries during migration.

D-Tools Change Orders track scope changes on active projects. Dynamics 365 has no native change order entity. We create an OpportunityChangeOrder__c custom table with Name, Amount, ApprovalStatus, and OpportunityId lookup. Original D-Tools change order numbers preserve as a text field for audit continuity.

D-Tools Project tasks map to Dynamics 365 Tasks with RegardingObjectId pointing to the parent Opportunity. Task subject, description, due date, status, and priority map directly. Owner assignment resolves via email match. Completed task timestamps map to ActualEnd; open tasks preserve ScheduledEnd.

D-Tools Invoices map to Dynamics 365 Sales Invoices linked to Account and Opportunity. Invoice number, date, due date, line items, tax, and total all translate field-by-field. D-Tools invoice status (Draft, Sent, Paid, Overdue) maps to Invoice.StatusCode. Paid invoices import as closed invoices; unpaid balances surface as open Dynamics 365 invoices.

D-Tools file attachments on Projects, Clients, and Invoices export and re-upload as Dynamics 365 Notes with DocumentBody (base64). File name becomes Note.Title; file type and original upload date preserve in custom fields. Attachments over 25MB split per Dataverse file size limits.

D-Tools custom properties on any entity (Client, Project, Service Plan) migrate as Dataverse custom columns on the corresponding table. Data type mapping: text to Text, number to Integer or Decimal, date to DateTime, picklist to OptionSet. Dynamics 365 Sales Enterprise unlimited custom tables; Professional limited to 15 tables.

D-Tools users assigned to Projects and Tasks resolve by email address against Dynamics 365 SystemUser records. Unmatched users flagged in a pre-migration owner report. D-Tools user roles (Admin, Project Manager, Technician) have no direct Dynamics 365 equivalent—Security Role assignment is a post-migration configuration step.