Migrate from Microsoft Dynamics 365 Sales to Nutshell

Dynamics Accounts map to Nutshell Companies. The Account Name becomes the Company name, and the primary Address block migrates to the Company address fields. Industry, Annual Revenue, Number of Employees, Website, and any custom fields on Account migrate to corresponding Nutshell Company custom fields. The Account lookup on Dynamics Contact is resolved so that each migrated Person record is nested under the correct Company at migration time.

Dynamics Contacts map to Nutshell People records embedded within Companies. We resolve the parent Company reference from the Account lookup and nest the Person under the migrated Company at import time. Email, Phone, Title, Department, and Lifecycle Stage fields map to Nutshell Person fields or custom fields. Any Contact ownership in Dynamics maps to the corresponding migrated User in Nutshell.

Dynamics Leads map directly to Nutshell Leads with a 1:1 field mapping. Lead Status, Lead Source, and any scoring fields migrate to Nutshell Lead fields or custom fields. The Lifecycle Stage property from Dynamics (if populated on a Lead) is preserved as a custom text field in Nutshell for audit and segmentation. Dynamics Lead scoring values are flagged as notes for rebuilding in Nutshell's automation layer post-migration.

Dynamics Opportunities map to Nutshell Deals. The Opportunity Name becomes the Deal name, Estimated Close Date maps to Nutshell close date, and Amount maps to Deal value. The pipeline stage from Dynamics maps to the Nutshell pipeline stage; we define the stage mapping during scoping so stage names are transliterated rather than copied verbatim. Probability percentage, loss reason, and close date migrate as custom fields in Nutshell since Nutshell Deals do not natively track probability or loss reason as separate fields.

Dynamics Quotes, Orders, and Invoices have no direct Nutshell equivalent. We convert each Quote, Order, and Invoice to a Note attached to the parent Deal and embed the document content as structured text including line items, quantities, unit prices, and totals. The commercial chain relationship (Quote converts to Order, Order invoices out) is preserved as linked Notes rather than separate object records. Customers who need structured quoting after migration should configure Nutshell's built-in quoting feature or evaluate a third-party quoting integration.

Dynamics Tasks, Emails, Phone Calls, and Appointments map to Nutshell Notes. We preserve the activity type as a prefix in the Note subject, the original timestamp, the owner, and the full body content. The rich activity timeline that Dynamics provides per record is flattened into a Note in Nutshell, which is the closest structural equivalent. Call disposition, duration, and recording links are embedded in the Note body. We flag this transformation during scoping so the customer understands that the activity timeline will display differently in Nutshell.

Dynamics Annotations map directly to Nutshell Notes. The annotation body, created-on timestamp, and modified-on timestamp migrate as-is. Attachments stored as SharePoint document locations or Dataverse blob storage are downloaded and reattached to the corresponding Note in Nutshell. SharePoint file paths are converted to Nutshell note attachments in the migration job.

Dynamics Products and Price Lists have no native Nutshell equivalent object. We create Nutshell Product records as a reference table with the product name and SKU stored in custom fields, and we attach pricing information from the Price List as a Note on the Product record. Customers who need live pricing integration after migration should configure a product catalog within Nutshell or use a third-party CPQ tool. We deliver a product catalog mapping document at migration close.

Dynamics Users map to Nutshell Users by email match. Active Users in Dynamics migrate as active Nutshell Users; inactive Users are flagged for the customer admin to review and either provision or archive in Nutshell. Dynamics Owner-based record assignments map to Nutshell User assignments on Company, Person, Lead, and Deal records. Role-based security, Business Units, and Teams from Dynamics have no Nutshell equivalent and are not migrated; the customer's admin reviews record ownership after migration and reassigns as needed.