Migrate from Dynamics 365 Marketing to monday CRM

Dynamics 365 Contact records (msdyn_contact on Dataverse) map to Monday.com CRM People items. Standard fields (full name, email, phone, address) map to corresponding Monday.com CRM Column types (Text, Email, Phone, Location). The Contact-to-Account lookup requires that the target Account exists in Monday.com CRM as a Company item before the Contact insert begins, so Account migration precedes Contact migration. Custom fields on the Contact entity must be defined in Monday.com CRM as Column types before import; we work from the schema exported via the Dynamics solution file to pre-create all custom Columns. The Dynamics contactid GUID does not migrate; Monday.com CRM generates its own item IDs.

Dynamics 365 Lead records map to Monday.com CRM People items with a custom Status column (or Label/Tag column) set to Lead to distinguish them from converted Contacts. Lead status values (New, Contacted, Qualified, Disqualified) migrate as column values. The Lead-to-Contact lifecycle that D365 handles through the Lead entity state model is represented in Monday.com CRM through the status column. Any lead score or qualification data from custom Lead fields maps to a Number or Rating Column in Monday.com CRM.

Dynamics 365 Account records map directly to Monday.com CRM Company items. Industry classification, address, website, and annual revenue fields map to Monday.com CRM Column types (Dropdown for Industry, Text for Website, Number for Revenue). Account hierarchies in Dynamics (parent-account relationships) cannot be represented natively in Monday.com CRM's flat Company structure; we document the hierarchy in a custom Column (Parent Company) using the Company name as a text reference, or advise the customer to flatten the hierarchy in the destination. Accounts must load before Contacts because the Contact-to-Account relationship (customerid_account) must resolve at insert time.

Dynamics 365 Opportunities (msdyn_opportunity on Dataverse) map to Monday.com CRM Deal items on the Deals Board. Pipeline stage maps to a Monday.com CRM Status Column (or Label Column) with stage values recreated from the source pipeline. Estimated close date, estimated revenue amount, and probability percentage map to Date, Number, and Number Columns respectively. The Opportunity-to-Contact lookup ( OpportunityCustomerIdAccount ) resolves to the Monday.com CRM People item; the Opportunity-to-Account lookup resolves to the Monday.com CRM Company item. Owner ( OwningUser ) maps to the Monday.com CRM assignee (person Column) by email match. Closed-Won and Closed-Lost reasons from custom fields become Text Columns.

Dynamics 365 Marketing Lists store member Contact records and are associated with Campaigns. We export Marketing List membership (the list itself and the contact IDs within each list) and recreate the lists in Monday.com CRM as either Groups within the People Board or as a dedicated Board with a Group per Marketing List. The member-to-contact relationship is preserved by marking each People item with the relevant list tags or adding them to the corresponding Group. Dynamic Marketing Lists (query-based membership) cannot be replicated as-is; we document the query criteria for the customer's admin to implement as a filter in Monday.com CRM or a separate segmentation tool.

Dynamics 365 Campaigns and Campaign Activities store campaign metadata (name, type, budget, start/end dates, objectives). We export Campaign records and recreate them as Board Items or Groups in Monday.com CRM, mapping campaign type and budget to Status, Text, and Number Columns. Campaign Activities (the action records linked to a Campaign) are documented as task items or Grouped items within the campaign Board. Since Monday.com CRM has no native Campaign object, the campaign context is preserved through consistent Board and Group naming conventions and column values rather than a typed object.

Dynamics 365 Activity records (Task, Email, PhoneCall, Appointment) stored in ActivityPointer and its child tables map to Monday.com CRM Items on a Work Items Board or as Updates on the parent record's Board. Email body content migrates as a Text Column or as the item's first Update. Call duration and disposition migrate as Number and Text Columns. Appointment start and end times migrate as Date Columns. The RegardingObjectId lookup (linking the activity to a Contact, Account, or Opportunity) resolves to the Monday.com CRM item by matching the Dynamics record GUID to the item name or a custom external ID column that we create during migration. Activity history ordering is preserved by the createdon timestamp.

Dynamics 365 Annotations (notes with file attachments) export individually. We preserve the objectid and objecttypecode to re-associate each attachment with its parent People, Company, or Deal item in Monday.com CRM. Files migrate as Monday.com CRM File Column attachments. Notes with text body (not file attachments) migrate as Updates on the parent item. The export pass runs after the parent items have been created to ensure the lookup resolution chain is intact.