How long does an Entrata to Dynamics 365 Sales migration take?

Most Entrata-to-Dynamics 365 migrations complete in 2-4 weeks for under 25,000 records with straightforward contact and lead migration. Larger setups with 100,000+ records, extensive custom fields, or multi-property hierarchies requiring custom unit entities extend to 6-10 weeks. The slowest phase is typically custom field setup in Dynamics 365 — each custom property needs to be created in Dataverse before the corresponding Entrata data can map. API access confirmation with Entrata can also add lead time if an agreement hasn't been signed.

Will my Entrata workflows migrate to Dynamics 365 Sales?

No. FlitStack AI migrates data and schema only — Entrata workflows, automations, lease renewal sequences, and task triggers do not transfer. They have no equivalent in Dynamics 365 Sales and must be rebuilt as Power Automate flows or Dynamics 365 workflows post-migration. We export your Entrata workflow definitions as a reference document (workflow names, trigger conditions, action sequences) so your Dynamics 365 admin or implementation partner has a rebuild guide. The lease renewal automation Entrata provides is a common rebuild target — it typically becomes a Power Automate flow that queries Contacts where Entrata_Lease_End_Date__c falls within a target window and creates a follow-up task.

What happens to Entrata lease data in Dynamics 365 Sales?

Entrata Lease records have no native equivalent in Dynamics 365 Sales — Dynamics 365 has no lease object. We migrate lease data as a set of custom fields on the Contact record: Entrata_Lease_Start_Date__c, Entrata_Lease_End_Date__c, Entrata_Monthly_Rent__c, Entrata_Deposit__c, and Entrata_Renewal_Type__c. For teams that need full lease history with multiple lease terms, we can create a custom Lease entity in Dataverse linked to the Contact. The lease renewal automation Entrata provides must be rebuilt as a Power Automate flow. Full accounting ledger data (payment history, charges) should migrate separately to Dynamics 365 Business Central, not Sales.

Can I migrate Entrata custom fields to Dynamics 365 custom fields?

Yes. Entrata custom properties (fields added beyond the standard resident, property, and prospect fields) migrate to Dataverse custom fields. Each custom property in Entrata gets a corresponding custom field created in the target Dynamics 365 entity (Account, Contact, Lead, or Case). For the Unit entity (a custom Dataverse entity we create when unit-level data is extensive), all unit-specific custom properties migrate as fields on the Entrata_Unit__c entity. Custom field creation requires a Dynamics 365 admin with write access to the Dataverse solution. We deliver a custom field creation guide as part of the migration plan.

Does the migration affect my Entrata account during cutover?

No. FlitStack AI uses read-only API access to Entrata during the migration — your team continues working in Entrata throughout the process. A delta-pickup window of 24-48 hours runs concurrently with the final cutover, capturing any records created or modified in Entrata after the bulk export timestamp. This ensures Dynamics 365 reflects Entrata's final state at go-live. No workflows are paused, no access is restricted, and no data is modified in Entrata. The only action taken in Entrata is a scoped read to extract records.

What happens to Entrata work orders in Dynamics 365 Sales?

Entrata Work Orders map to Dynamics 365 Cases, but the relationship models differ. Entrata links work orders to Units and Residents; Dynamics 365 Cases link to Accounts (Properties) and Contacts (Residents) via lookups. We create the Case, then populate the Account lookup (pointing to the Property Account) and the Contact lookup (pointing to the Resident Contact). The Unit reference becomes a custom field (Entrata_Unit__c) pointing to the custom Unit entity. Work order status, priority, category, and vendor assignment all map to custom fields or the native Case Priority and Status fields. The maintenance history (timestamps, descriptions, resolution notes) migrates as Case notes.

Can I migrate just resident contacts without the full property data?

Yes. FlitStack AI can scope the migration to specific Entrata entities — for example, migrating only Residents and Prospects without Properties and Units. However, resident contacts without a property context may lose referral and service context in Dynamics 365. We recommend migrating at minimum: Properties → Accounts, Residents → Contacts (with Account lookup), and Prospects → Leads. This gives your team enough context in Dynamics 365 to serve residents without overwhelming them with incomplete property hierarchies. Scoped migrations reduce timeline and cost proportionally.

What does Entrata's pricing model look like compared to Dynamics 365 Sales?

Entrata pricing ranges roughly $50-$100/user/month for SMB property managers (Capterra, 2025). Dynamics 365 Sales Professional starts at $65/user/month; Sales Enterprise at $105/user/month (Microsoft pricing as of October 2024). Teams switching from Entrata often already use Microsoft 365 (Outlook, Teams, SharePoint), which means Dynamics 365 Sales integrates natively without additional per-user costs for those tools. Dynamics 365 Sales Enterprise includes Copilot AI and advanced forecasting at no extra cost, whereas Entrata's AI features are tier-gated. The base-plus-attach licensing model can reduce costs for teams needing both Sales and Customer Service modules.

Entrata to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Entrata stores property management data across Properties, Residents, Leases, Prospects, Vendors, and Work Orders. Microsoft Dynamics 365 Sales operates on Accounts, Contacts, Leads, Opportunities, and Cases — a fundamentally different data model that doesn't natively understand apartment units, lease terms, or work order categories. The migration maps what it can 1:1 (resident contacts to Dynamics Contacts, prospects to Dynamics Leads, vendors to Accounts) and flags what requires custom fields or manual reference (lease data, unit numbers, property hierarchies). FlitStack AI accesses Entrata via their API (which requires a signed agreement with Entrata) and writes to Dynamics 365 via the Dataverse Web API or bulk import. The migration does not move Entrata workflows, automations, or the built-in lease renewal engine — those must be rebuilt as Power Automate flows or Dynamics workflows post-migration. A delta-pickup window of 24-48 hours captures any records modified during the cutover window.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Entrata

What's pushing teams away

Slow page load times and frequent glitches disrupt daily workflows, especially during high-traffic periods.
The reporting module is cumbersome and inconsistent — report updates from Entrata sometimes replace useful formats with inferior ones.
Customer support lacks responsiveness; users report difficulty getting timely help for bugs and configuration issues.
Feature bloat creates a cluttered interface where finding specific tools requires extra navigation effort.
API integrations lack reliable support with limited responsiveness and little advance notice of API changes.

Choosing

Microsoft Dynamics 365 Sales

What's pulling them in

Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How Entrata objects map to Microsoft Dynamics 365 Sales

Each row shows how a Entrata object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Entrata

Resident

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

Entrata Residents map directly to Dynamics 365 Contacts. The primary email, phone, current address, and move-in date translate to Contact fields. Residents without email receive a placeholder email or a custom field flagging incomplete contact data. Each Contact receives a lookup to the Account representing the Property they rent.

Entrata

Property

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

Entrata Properties map to Dynamics 365 Accounts. Property name, address, unit count, and property type (multifamily, student housing, etc.) translate to Account fields. For commercial properties with multiple buildings, each building may need its own Account with a Parent Account linking to the master property account.

Entrata

Unit

maps to

Microsoft Dynamics 365 Sales

Custom Field on Account

1:1

Fully supported

Entrata Units have no direct Dynamics 365 equivalent — CRM Opportunities and Accounts don't track individual unit occupancy. Units migrate as a custom Dataverse entity (Entrata_Unit__c) linked to the parent Account (Property), storing unit number, bedroom/bath count, square footage, current status, and market rent.

Entrata

Lease

maps to

Microsoft Dynamics 365 Sales

Custom Field on Contact + Opportunity

1:1

Fully supported

Leases are a core Entrata object with no Dynamics 365 counterpart. The lease data — term start/end dates, monthly rent, security deposit, and renewal type — migrates as custom fields on the Contact record for the resident. Active lease value and term may also surface as a custom Opportunity record for revenue tracking purposes.

Entrata

Prospect

maps to

Microsoft Dynamics 365 Sales

Lead

1:1

Fully supported

Entrata Prospects map to Dynamics 365 Leads. Prospect name, email, phone, referral source, and interested property translate to Lead fields. Property-specific interest fields (desired bedrooms, move-in date range) migrate as custom fields on the Lead since Dynamics 365 Lead doesn't natively track unit preferences.

Entrata

Vendor

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

Entrata Vendors (maintenance contractors, suppliers) map to Dynamics 365 Accounts with a vendor-type classification. Vendor category, contact name, and service scope translate to Account fields and custom pick-list fields. Vendors can also be stored as Contacts under a parent Vendor Account.

Entrata

Work Order

maps to

Microsoft Dynamics 365 Sales

Case

1:1

Fully supported

Entrata Work Orders map to Dynamics 365 Cases, but the relationship models differ. Entrata links work orders to Units and Residents; Dynamics Cases link to Accounts and Contacts. We create the Case, then link it to the Account (Property) and Contact (Resident) by lookup. Unit reference becomes a custom field (Entrata_Unit__c) pointing to the custom Unit entity.

Entrata

Payment / Ledger Entry

maps to

Microsoft Dynamics 365 Sales

Custom Field on Contact

1:1

Fully supported

Entrata's accounting ledger tracks rent payments, charges, and balances. Full accounting migration isn't CRM scope, but current balance due and last payment date migrate as custom fields on the Contact (Resident) for service and collections context. The accounting data itself should migrate separately through a finance-focused tool or Dynamics 365 Business Central.

Entrata

Owner / Staff User

maps to

Microsoft Dynamics 365 Sales

User (by email match)

1:1

Fully supported

Entrata owner and staff accounts are matched to Dynamics 365 Users by email address. Unmatched Entrata users are flagged before migration — the team either provisions them in Dynamics 365 first or assigns their records to a fallback owner. Active vs. inactive status maps to Dynamics 365 User state.

Entrata

Attachment / Document

maps to

Microsoft Dynamics 365 Sales

SharePoint Integration or Notes

1:1

Fully supported

Entrata documents (lease PDFs, move-in inspection photos, vendor contracts) are re-uploaded to Dynamics 365 via SharePoint integration. If no SharePoint is provisioned, documents attach to Notes on the relevant Account or Contact record. File size limits from Dynamics 365 apply; oversized files are flagged for manual handling.

Entrata	Microsoft Dynamics 365 Sales	Compatibility
Resident	Contact1:1	Fully supported
Property	Account1:1	Fully supported
Unit	Custom Field on Account1:1	Fully supported
Lease	Custom Field on Contact + Opportunity1:1	Fully supported
Prospect	Lead1:1	Fully supported
Vendor	Account1:1	Fully supported
Work Order	Case1:1	Fully supported
Payment / Ledger Entry	Custom Field on Contact1:1	Fully supported
Owner / Staff User	User (by email match)1:1	Fully supported
Attachment / Document	SharePoint Integration or Notes1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Entrata gotchas

High

API access requires signed partnership agreement

High

Automation workflows do not export

Medium

Document storage requires coordinated file extraction

Medium

Reporting module inconsistencies after updates

Low

Separate mobile apps split functionality

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Entrata gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	API access requires signed partnership agreement	High	Professional tier 15-table custom table limit blocks migrations
High	Automation workflows do not export	High	October 2024 pricing increase applies at renewal for all customers
Medium	Document storage requires coordinated file extraction	Medium	Custom fields must be created in the UI before API writes
Medium	Reporting module inconsistencies after updates	Medium	Power Platform request limits apply to bulk migrations
Low	Separate mobile apps split functionality	Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

Entrata API access requires a signed commercial agreement

Unlike standard SaaS platforms with public APIs, Entrata's API access is gated behind a commercial agreement between the customer and Entrata. Before migration planning begins, teams must confirm their API access status with Entrata. Without API access, data extraction relies on manual exports from Entrata's reporting interface, which may not include all fields and can require significant cleanup before import. FlitStack AI requires API access to perform automated, field-level migration with delta pickup — manual export paths increase timeline and cost.
Unit-to-Account relationship requires custom entity architecture

Dynamics 365 Sales has no native concept of a unit within a property — Accounts represent companies or organizations, not apartment units. Entrata teams with hundreds of units across multiple properties must decide whether to store unit data as records in a custom Dataverse entity (Entrata_Unit__c) linked to the Account, or collapse unit-level data into custom fields on the Account record. The custom entity approach preserves per-unit data but requires additional Dynamics 365 configuration and increases report complexity. We deliver a unit-architecture recommendation as part of the migration plan before data lands.
Lease data has no Dynamics 365 equivalent — must be flattened to custom fields

Entrata's Lease object stores term dates, rent amounts, deposits, and renewal logic that has no native mapping in Dynamics 365 Sales. Dynamics 365 Opportunities track deal stages but not lease terms. We surface this by migrating lease data as a set of custom fields on the Contact record (Entrata_Lease_Start_Date__c, Entrata_Lease_End_Date__c, Entrata_Monthly_Rent__c, Entrata_Deposit__c) and optionally as a custom Lease entity for teams that need full lease history visibility. The renewal automation Entrata provides must be rebuilt as a Power Automate flow triggered by the lease end date field.
Dataverse API request limits cap bulk migration throughput

Dynamics 365 Sales runs on Dataverse, which enforces request allocation limits based on license type (Power Platform request limits apply per user/per environment). Large Entrata migrations with 50,000+ records can hit these limits during the bulk write phase. FlitStack AI uses batched writes with throttling to stay within allocation limits, but this extends migration clock time. We profile the target environment's available allocations during discovery and tune batch sizes accordingly — environments with Dynamics 365 Sales Enterprise licenses have higher allocations than Sales Professional.
Property-specific prospect fields require custom Lead fields post-migration

Entrata Prospects track rental-specific data: desired unit features, pet policies, preferred move-in dates, and property-specific interest. Dynamics 365 Leads are generic B2B/B2C sales entities without rental-specific fields. We migrate the standard fields (name, email, phone) directly and map property-specific fields to custom Lead fields (Entrata_Desired_Bedrooms__c, Entrata_Pet_Policy__c, Entrata_Interested_Property__c). After migration, Dynamics 365 Sales administrators configure the Lead form to surface these custom fields so agents can act on rental inquiries without switching contexts.

Migration approach

Six steps for a successful Entrata to Microsoft Dynamics 365 Sales data migration

Confirm Entrata API access and extract schema

Before any data moves, we confirm your Entrata API access status — if an agreement hasn't been signed with Entrata, this is the first action item. Once access is confirmed, we pull a full schema export: all properties, units, residents, prospects, vendors, leases, and work orders. We also capture custom field definitions so we know exactly which Entrata properties need Dataverse custom fields. This discovery export runs against the Entrata API and generates a field inventory we use to build the mapping plan.
Design Dynamics 365 custom field schema

With the Entrata schema in hand, we design the Dataverse custom field architecture: creating the Entrata_Unit__c entity (if needed based on unit count), adding custom fields to Account (Property_Type__c, Unit_Count__c), Contact (Move_In_Date__c, Lease_End_Date__c, Monthly_Rent__c), Lead (Interested_Property__c, Desired_Bedrooms__c), and Case (Vendor__c, Unit__c). We deliver a schema setup guide your Dynamics 365 admin runs in the target environment before data import begins. Custom entity creation requires Sales Enterprise or higher in some configurations.
Match owners and users by email

Entrata staff and owner accounts are matched to Dynamics 365 Users by email address. This step flags any Entrata user who doesn't yet have a Dynamics 365 license or account — those records either get assigned to a fallback user (configurable by your team) or the owner is provisioned in Dynamics 365 before migration. Properties, Units, Vendors, and Work Orders all carry owner assignment that must resolve to a Dynamics 365 User. Unresolved owners are surfaced in a pre-migration report so no record lands without a valid owner.
Run sample migration with field-level diff

A representative slice — typically 200-500 records spanning residents, properties, prospects, and work orders — migrates first. We generate a field-level diff comparing source values to destination values so you can verify the custom field mappings, property-to-account lookups, and unit entity relationships before the full run commits. Sample migration also surfaces any data quality issues (missing emails, invalid addresses, duplicate records) that need cleansing before bulk import.
Execute full migration with delta-pickup window

The full migration runs against Dynamics 365, writing records in dependency order: Accounts (Properties) first, then Units linked to Accounts, then Contacts (Residents) with Account lookups, then Leads (Prospects), then Cases (Work Orders). A 24-48 hour delta-pickup window runs concurrently, capturing any records created or modified in Entrata during the cutover. FlitStack AI logs every operation to an audit trail, and one-click rollback is available if reconciliation reveals unexpected data gaps.

Platform deep dives

Context on both ends of the pair

Entrata

Source

Strengths

Single-login PaaS unifies leasing, maintenance, payments, and accounting without multiple platform subscriptions.
Built-in automation for lease renewals, move-out notices, and rent charge workflows reduces manual follow-up.
Enterprise accounting with transaction history, chart of accounts, and bank reconciliation handles complex portfolio reporting.
Vendor management with NetVendor compliance and insurance tracking centralizes procurement across properties.
Mobile facilities app supports on-site maintenance staff with work order creation and tracking.

Weaknesses

No published pricing forces buyers into sales conversations with limited cost visibility before commitment.
Feature density creates a cluttered interface where navigation requires extra clicks to locate specific tools.
API access requires a formal partnership agreement, gating programmatic data extraction behind a vendor relationship.
Separate mobile apps for facilities and leasing fragment the mobile experience and limit functionality on each.
Customer support responsiveness is inconsistent, with users reporting slow response times for bugs and configuration questions.

Microsoft Dynamics 365 Sales

Destination

Strengths

Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
Implementation typically requires costly certified partners, adding 30–50% to total project cost
Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

	Entrata Source	Microsoft Dynamics 365 Sales Destination
Strengths	Single-login PaaS unifies leasing, maintenance, payments, and accounting without multiple platform subscriptions. Built-in automation for lease renewals, move-out notices, and rent charge workflows reduces manual follow-up. Enterprise accounting with transaction history, chart of accounts, and bank reconciliation handles complex portfolio reporting. Vendor management with NetVendor compliance and insurance tracking centralizes procurement across properties. Mobile facilities app supports on-site maintenance staff with work order creation and tracking.	Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises
Weaknesses	No published pricing forces buyers into sales conversations with limited cost visibility before commitment. Feature density creates a cluttered interface where navigation requires extra clicks to locate specific tools. API access requires a formal partnership agreement, gating programmatic data extraction behind a vendor relationship. Separate mobile apps for facilities and leasing fragment the mobile experience and limit functionality on each. Customer support responsiveness is inconsistent, with users reporting slow response times for bugs and configuration questions.	Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal Implementation typically requires costly certified partners, adding 30–50% to total project cost Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

Migrate from Entrata to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Entrata

Microsoft Dynamics 365 Sales

How Entrata objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Entrata to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Entrata to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about Entrata to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from Entrata.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from Entrata to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Entrata

Microsoft Dynamics 365 Sales

How Entrata objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Entrata to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Entrata to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about Entrata to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does an Entrata to Dynamics 365 Sales migration take?

Will my Entrata workflows migrate to Dynamics 365 Sales?

What happens to Entrata lease data in Dynamics 365 Sales?

Can I migrate Entrata custom fields to Dynamics 365 custom fields?

Does the migration affect my Entrata account during cutover?

What happens to Entrata work orders in Dynamics 365 Sales?

Can I migrate just resident contacts without the full property data?

What does Entrata's pricing model look like compared to Dynamics 365 Sales?

Related migrations to explore

Move from Entrata. Land in Microsoft Dynamics 365 Sales , intact.

Move from Entrata.
Land in Microsoft Dynamics 365 Sales , intact.