Migrate from Delta Sales CRM to Microsoft Dynamics 365 Sales

Delta Contacts map directly to Microsoft Microsoft Dynamics 365 Sales Contact. We extract full name, phone, email, address, company linkage, owner assignment, and any custom field values via the CSV export pipeline. The Contact-Account relationship is preserved by ensuring Account records import before Contact records so that the parent-account lookup resolves at insert time. The original contact created date and modified date migrate as metadata fields for audit trail purposes.

Delta Companies map to Microsoft Microsoft Dynamics 365 Sales Account. We export company name, domain, industry, address, phone, website, owner, and custom fields and insert into Account before any dependent Contact or Opportunity records. The Account is the primary deduplication key during import; we match by account name with fuzzy matching to catch minor spelling variations introduced by manual entry in Delta.

Delta Leads map directly to Microsoft Dynamics 365 Sales Lead. We export lead status, source, owner, created date, and custom fields. Lead scores, if populated in Delta's advanced analytics module, migrate as a custom integer field on the Dynamics Lead for reporting continuity. Any Delta leads already converted to Deals pre-migration retain their conversion metadata in the Deal's description or a custom field rather than attempting a reverse-convert into Contact-Account pairs.

Delta Deals map to Microsoft Dynamics 365 Sales Opportunity. Each Deal's pipeline and stage assignment maps to a Dynamics Sales Process and Opportunity Stage. The deal amount, probability, expected close date, and owner all migrate directly. We resolve the OwnerId by matching the Delta owner email to a Dynamics User record before Opportunity import so that every Opportunity has a valid owner assignment at insert time.

Delta's pipeline structure (pipeline name, stage names, stage order, stage probabilities) becomes a Dynamics Sales Process with corresponding Record Type on Opportunity. We configure the Sales Process and stage values in Dynamics metadata before any Opportunity records load. Stage probability percentages migrate from Delta to Dynamics StageProbability, rounded to integer values within Dynamics' allowed range.

Delta Activities map to the equivalent Microsoft Dynamics 365 Sales activity objects: calls to Task with TaskSubtype=Call, meetings to Event, tasks to Task, and notes to Note. We export activity type, date, subject, description, assignee, and status. Date formats from Delta (which may vary by user locale settings) are normalized to ISO 8601 before import. Assignee mapping resolves Delta owner email to Dynamics UserId. Activities are loaded after Contacts, Leads, and Opportunities so that the regarding (WhatId and WhoId) lookups resolve at insert time.

Delta Products map to Microsoft Dynamics 365 Sales Product2 records with Standard Price Book entries. We export product name, SKU, description, unit, and list price. Products are loaded before any Opportunity Line Items so that the Product2 lookup resolves at insert time. The Standard Pricebook is activated in Dynamics before the migration so that prices are available immediately after product import.

Delta Invoice records map to Microsoft Dynamics 365 Sales Invoice. We export invoice headers (invoice number, date, due date, status, total amount), the associated contact and account references, and line items with product, quantity, unit price, and total. Delta's invoice numbering convention migrates as a custom field on the Dynamics Invoice if the customer's AP team relies on it for audit trail continuity.

Delta Payment records map to Microsoft Dynamics 365 Sales Invoice payment-related fields. We export payment amount, payment date, payment method, and the reference to the associated Delta invoice. If Delta's payment data is structurally distinct from Dynamics' invoice-level payment fields, we create a custom payment entity on the Dataverse layer to preserve the full payment history without overwriting Dynamics' native invoice state logic.

Custom fields from Delta migrate as Dynamics custom attributes on the equivalent entity. We extract the custom field definition (name, data type, required flag, picklist values if applicable) and create the matching custom field in Dynamics before any data loads into that entity. Custom field values export from Delta's CSV with the field label as the column header; we map the label to the Dynamics field API name during the transform step. Any custom fields with data types that do not map cleanly to Dynamics field types (such as Delta-specific picklists with no matching global value set) are flagged for manual mapping during scoping.

Delta file attachments are exported as binary blobs with their associated record ID and file type metadata. We load file attachments as Notes with the IsDocument flag set to true, linked via RegardingObjectId to the parent record. If the customer uses SharePoint for document management in Dynamics, we offer a path to migrate files directly into SharePoint document libraries with the same folder structure as Delta's attachment hierarchy. Large attachment batches require separate chunking and are processed after all standard CRM records to avoid timeouts.

Delta Beat Plans assign route sequences to field reps, linking a rep to a list of customers with visit order and scheduled date. There is no standard equivalent in Microsoft Dynamics 365 Sales . We export the beat plan structure as a custom entity (Route) with fields for Route Name, Sales Rep, Scheduled Date, Customer (Account lookup), Visit Sequence, and Visit Status. This custom entity is created in the Dataverse layer before migration, and all beat plan assignments are loaded after the Account and User records they reference.