Migrate from Microsoft Dynamics 365 Sales to monday CRM

Dynamics Account records map to item records on a Monday.com Company board. Primary fields mapped include Account Name (item name), Website, Industry, Address fields, Phone, and Annual Revenue. OwnerId from Dynamics maps to a Person column in Monday.com, resolved by email lookup against Monday.com workspace members. We pre-create the Company board and all target columns in Monday.com before migration begins because Monday.com requires column definitions before item creation API calls can populate column values.

Dynamics Contact records map to item records on a Monday.com People board, with the Contact Name as the item name and standard fields (Email, Phone, Job Title, Department) mapped to text or dropdown columns. The parent Account lookup resolves to a Link column or a lookup integration pointing to the Company board item. Lifecycle Stage from Dynamics maps to a Status or dropdown column. If the destination uses a single unified board rather than separate People and Company boards, Contacts appear as items with a Contact Type column set to 'Contact' to distinguish from Account items.

Dynamics Lead records do not have a direct Monday.com CRM equivalent; Monday.com has no separate Lead entity. We map Leads to item records on the People board with a Contact Type column value of 'Lead' and a Lead Status dropdown column carrying the Dynamics leadscore, status, and source attribution. Original Lead score and source fields migrate to custom number and text columns. Leads that have been qualified into an Opportunity at the source carry a reference that we document for manual linking in Monday.com after migration.

Dynamics Opportunity records map to item records on a Monday.com Deals board. Opportunity Name becomes the item name; Estimated Value maps to a Number column; Close Date maps to a Date column; Pipeline Stage maps to a Status column with group-level stage values matching the Dynamics stage names. Probability migrates as a Number column or as a formula column if the customer uses Monday.com Pro or Enterprise. The parent Account and Contact links resolve to Link columns or integration lookups pointing to the corresponding Company and People board items.

Dynamics Quotes, Orders, and Invoices form a commercial document chain with line items and product references. Monday.com CRM has no native quoting or order management. We map the Quote as a sub-item on the Deals board item with Quote Number, Total Amount, and Status columns. If the customer uses Order or Invoice records, we map them as additional sub-items or as separate items on a commercial documents board, noting that Monday.com does not have native order-to-invoice automation. Product line items from Quotes map to a text column listing product names and quantities, or to sub-items with item name, quantity, and price columns.

Dynamics Products and Price Lists map to a Products board in Monday.com. Product Name is the item name; Product Code maps to a Text column; Standard List Price maps to a Number column. Price list assignments on Opportunities are documented as a text or dropdown column on the Deals item rather than as a formal lookup relationship, since Monday.com does not enforce referential integrity between boards in the same way Dataverse does.

Dynamics activity records (Tasks, Emails, Phone Calls, Appointments) are stored as separate Dataverse entities with type, date, owner, and description. Monday.com does not have a native activity timeline object. We map activities as Updates on the parent board item (the Contact, Lead, or Deal it is attached to), with the activity type, date, and body as the update text. Alternatively, for customers who need a separate activity record, we create a dedicated Activity board and map activities as items with a Type dropdown, Date column, and Person column for owner assignment. The mapping approach is chosen during scoping based on the customer's reporting needs.

Dynamics Owner records map to Monday.com workspace members by email match. We extract all OwnerIds referenced on CRM records, match them against the Monday.com workspace member list, and use the Monday.com member ID as the Person column value on items. Any Owner without a matching Monday.com member is flagged in the pre-migration reconciliation report for the admin to provision before migration resumes. We also flag inactive Dynamics owners that would otherwise create orphan assignments at the destination.

Dynamics custom tables on the Professional tier (up to 15) map to Monday.com boards with a column structure that mirrors the custom table's fields. Option-set fields on Dynamics custom tables become Monday.com dropdown columns; text fields become text columns; number fields become number columns. We flag any Dynamics custom table using a field type that has no Monday.com equivalent (complex multi-select option sets, customer lookup fields) and document the limitation with a recommended workaround, either a text column with concatenated values or a separate lookup board.

Dynamics Notes migrate as text updates on the corresponding Monday.com board item. Attachments stored in Dynamics (SharePoint or Dataverse blob storage) are downloaded and re-uploaded as file attachments on the Monday.com item using Monday.com's file upload API. SharePoint attachment URLs that require authentication do not transfer as live links; we download the file content and attach it directly. Large attachment sets (over 5 GB total) require a staged upload plan coordinated with the customer.