Migrate from FieldEdge to Microsoft Dynamics 365 Sales

FieldEdge customers with company names map directly to Dynamics 365 Accounts. Site addresses migrate to the Account Address fields. When a FieldEdge customer has multiple contacts, the primary contact becomes the Account's primary Contact record and additional contacts are created as related Contact entity records.

FieldEdge customer contact persons (first name, last name, email, phone) map to Dynamics 365 Contact records. Each Contact links to its parent Account via the AccountId lookup. For customers with multiple contact roles, additional Contact records are created and relationship types noted.

FieldEdge stores property-specific details (site address, equipment at location, property type). These migrate to Account address fields for simple cases. Complex property data with multiple equipment records requires a custom Property or Site custom table in Dynamics 365 linked to Account.

FieldEdge work orders have job type, line items, technician assignment, status, and scheduling data. Dynamics 365 Opportunities represent sales deals, not service jobs. For field-service-heavy migrations, we create a custom Work Order table in Dynamics 365 with Status, JobType, TechnicianId, and ScheduledDate fields. Work Order line items map to Opportunity Product records or custom Work Order Line Items.

Work order line items (part number, description, quantity, price) migrate to Opportunity Products if routed to Opportunity, or to a custom Work Order Line Item table if using a custom Work Order entity. Original part IDs and pricing preserved as custom fields for reconciliation.

FieldEdge service agreements define recurring schedules, covered properties, contract value, and term dates. Dynamics 365 Contracts exist in the Customer Service hub but are not native to Sales Enterprise. We migrate service agreements as a custom Service Agreement table in Dynamics 365 with Status, StartDate, EndDate, RecurringValue, and CoverageScope fields.

FieldEdge invoices tied to completed work orders map to Dynamics 365 Invoice records. Each Invoice links to the parent Account and Work Order (via custom reference field). Invoice line items map to Invoice Details. Payment status is preserved as a custom field since Dynamics 365 Invoice status reflects invoicing state, not payment reconciliation.

FieldEdge technicians and dispatch resources resolve to Dynamics 365 System Users by email match. Active technicians get user accounts; inactive technicians are flagged as non-migrating records. FieldEdge role assignments (dispatcher, technician) map to Dynamics 365 Security Roles. The mapping preserves the hierarchy between dispatchers and technicians, ensuring that reporting structures and permissions transfer correctly to maintain operational workflows in Dynamics 365.

FieldEdge inventory parts and equipment records map to Dynamics 365 Product records. Part number becomes Product Number, description becomes Name, unit price becomes Price. Product type (inventory item vs. service) is preserved via the Product Type field. The mapping also includes vendor information, reorder points, and quantity-on-hand values where applicable, ensuring that inventory management capabilities translate accurately to the Dynamics 365 Product entity.

FieldEdge allows custom fields on customers for industry-specific data. These migrate as custom fields on the Dynamics 365 Account or Contact entity using the new_<fieldname> naming convention. Field data types are matched to Dynamics 365 field types (text, integer, decimal, picklist).