Migrate from EXACT to Microsoft Dynamics 365 Sales

Extract EXACT schema and data via API

FlitStack connects to EXACT via its REST API using your API credentials (OAuth 2.0 or API key). We extract the full object schema first — all standard and custom fields, pick-list values, and relationship metadata — to build the field-level mapping before any data moves. The schema export runs read-only; it doesn't modify EXACT. We flag any deprecated fields, inactive pick-list values, or fields that exist in EXACT but have never been populated in your tenant.

Map EXACT objects and fields to Dynamics 365 entities

With the EXACT schema in hand, FlitStack generates the mapping plan: standard objects map directly (Account → Account, Contact → Contact), non-standard objects (projects, custom screens) receive custom field or deferred-treatment decisions. Field data types are validated against Dynamics attribute requirements — EXACT text fields that exceed Dynamics character limits get truncated with a flag, date fields get timezone-normalized to UTC. The mapping plan is delivered as a downloadable spreadsheet for your admin to review and approve before migration runs.

Resolve EXACT users to Dynamics 365 System Users

Owner resolution is the most common migration-blocking issue. FlitStack queries your Dynamics 365 tenant to fetch all active System User records with their email addresses. We then cross-reference EXACT owner assignments against this list. Matches are direct (exact email match). Non-matches are flagged with the EXACT user name, email, and last activity date so your admin can decide: invite the user to Dynamics first, reassign their records to a specific fallback owner, or exclude them from migration. No record commits without a resolved OwnerId.

Migrate accounts and contacts before opportunities

Dynamics 365 enforces foreign-key integrity: Contacts require AccountId, Opportunities require CustomerId (account lookup), and Opportunity Contact Roles require both Contact and Opportunity to exist. We sequence the migration in dependency order: Accounts first (no dependencies), then Contacts with AccountId lookups, then Leads, then Opportunities with account and contact links, then Activities. Each batch validates against the previous — if an Account fails validation, its dependent Contacts and Opportunities are held until the account resolves. This sequencing prevents orphaned records and foreign-key violations in Dynamics.

Run sample migration with field-level diff

Before the full migration commits, FlitStack runs a sample migration on a representative slice of records — typically 100–500 records spanning accounts, contacts, leads, opportunities, and activities. We generate a field-level diff report showing the source value in EXACT, the mapped value in Dynamics, and any transformation applied (formatting changes, truncation, value mapping). You review the diff to confirm that EXACT custom fields landed as expected, stage names mapped correctly, and owner assignments resolved. We don't proceed to full migration until you approve the sample output.

Execute full migration with delta-pickup window

With sample approved, FlitStack executes the full migration batch by batch against your Dynamics 365 environment. A delta-pickup window (typically 24–48 hours) runs concurrently: any records created or modified in EXACT during the cutover window are captured and migrated as a final delta batch after the primary migration completes. The audit log records every create/update operation with source record ID, destination record ID, timestamp, and operator. One-click rollback reverts all migration operations if reconciliation reveals data integrity issues.