CRM migration
Field-level mapping, validation, and rollback between Fireberry and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
Fireberry
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
6 of 8
objects map 1:1 between Fireberry and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Fireberry to Microsoft Microsoft Dynamics 365 Sales is a schema-translation migration. Fireberry's Component-based system lets teams build custom objects and fields without enforcing a rigid structure, while Microsoft Microsoft Dynamics 365 Sales uses a structured Dataverse data model where every entity, relationship, and custom field must be explicitly provisioned before data loads. We run a full schema discovery against the customer's live Fireberry instance before generating a migration manifest, listing every active object and field so nothing is missed during export. Standard CRM records — Contacts, Companies, Deals, Activities, and Custom Objects — migrate in dependency order with owner lookups resolved before import. Fireberry Workflows, automations, and report configurations do not migrate as code; we deliver a written inventory of every active rule with a recommended Power Automate equivalent for the customer's admin to rebuild post-migration.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Fireberry platform overview
Scorecard, SWOT, gotchas, and pricing for Fireberry.
Destination platform
Microsoft Dynamics 365 Sales platform overview
Scorecard, SWOT, gotchas, and pricing for Microsoft Dynamics 365 Sales .
Data migration guide
The complete Microsoft Dynamics 365 Sales migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Microsoft Dynamics 365 Sales migration checklist
Pre- and post-cutover tasks for moving onto Microsoft Dynamics 365 Sales .
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Fireberry 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.
Fireberry
Contact
Microsoft Dynamics 365 Sales
Contact
1:1Fireberry Contact records map directly to Microsoft Dynamics 365 Contact. We extract all standard fields — Full Name, Email, Phone, Address, Owner — and custom component fields that extend the Contact entity. The Contact is imported after Account so that the ParentAccountId lookup is satisfied at insert time. Active Owner resolution by email prevents orphaned contact records.
Fireberry
Company
Microsoft Dynamics 365 Sales
Account
1:1Fireberry Company records map to Dynamics 365 Account. The Company name becomes the Account Name, industry and employee count map to matching Account fields, and address data migrates to the Account address composite. Account is the first object imported in the dependency chain because Contact, Opportunity, and any custom object lookups reference it.
Fireberry
Deal
Microsoft Dynamics 365 Sales
Opportunity
1:1Fireberry Deals map to Dynamics 365 Opportunity. The Deal amount migrates to EstimatedRevenue, stage maps to a configured Sales Process stage name, and the pipeline assignment maps to a Microsoft Dynamics 365 Sales Process or Record Type that we provision during schema setup. We preserve any custom deal fields as custom Opportunity attributes.
Fireberry
Pipeline Stage
Microsoft Dynamics 365 Sales
Sales Process + Stage
lossyFireberry pipeline stage definitions — including stage names, ordering, and probabilities — are extracted as structured data during schema discovery and recreated as Microsoft Dynamics 365 Sales Process stage categories. Each stage probability migrates to the StageProbability field on the sales process. Stages with zero associated Deals are flagged in the migration manifest for the customer's admin to clean up.
Fireberry
Custom Object (Component)
Microsoft Dynamics 365 Sales
Custom Entity (Dataverse)
1:1Fireberry custom Components that function as separate objects map to Dataverse custom entities in Microsoft Dynamics 365 Sales . We pre-create the destination entity schema — including all custom attributes, lookup relationships to standard entities, and option-set fields — before any data import. Any lookup dependencies between custom objects are resolved in the same dependency-ordered sequence used for standard entities.
Fireberry
Activity: Call, Meeting, Note, Task
Microsoft Dynamics 365 Sales
PhoneCall, Appointment, Note, Task
1:1Fireberry activity records — calls, meetings, notes, and tasks — map to their respective Dynamics 365 activity entities: PhoneCall, Appointment, Note, and Task. Each record carries its original timestamp, owner reference, and linked Contact or Account lookup. Call duration and disposition migrate as custom attributes on PhoneCall.
Fireberry
Tag / Label
Microsoft Dynamics 365 Sales
Custom Text Field or Power Automate Tag
lossyFireberry tags on Contact and Company records export as flat string lists per record. We map tags to a custom multi-select text field on the Account or Contact entity. If the customer uses Dynamics 365's native Topic tagging, we use TopicAssignment instead. The chosen strategy is confirmed during scoping.
Fireberry
User / Owner
Microsoft Dynamics 365 Sales
User
1:1Fireberry Owner records map to Dynamics 365 User by email match. We extract every Owner referenced across Contact, Company, Deal, Activity, and custom object records. Any Fireberry Owner without a matching Dynamics 365 User is placed in a reconciliation queue for the customer's admin to provision before the record import phase continues.
| Fireberry | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline Stage | Sales Process + Stagelossy | Fully supported | |
| Custom Object (Component) | Custom Entity (Dataverse)1:1 | Fully supported | |
| Activity: Call, Meeting, Note, Task | PhoneCall, Appointment, Note, Task1:1 | Fully supported | |
| Tag / Label | Custom Text Field or Power Automate Taglossy | Fully supported | |
| User / Owner | User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Fireberry gotchas
Free plan caps at 3 Projects and 100+ Components
Custom Objects and Components require explicit schema discovery
Workflow automations do not export as reusable definitions
Billing cycle determines the migration window
Microsoft Dynamics 365 Sales gotchas
Professional tier 15-table custom table limit blocks migrations
October 2024 pricing increase applies at renewal for all customers
Custom fields must be created in the UI before API writes
Power Platform request limits apply to bulk migrations
Activity records orphaned to inactive owners fail silently
Pair-specific challenges
Migration approach
Schema discovery and scoping
We connect to the customer's live Fireberry instance and enumerate every active object, field, relationship, and workflow definition. We extract the full Component inventory — standard CRM objects plus any custom Component types — and generate a written migration manifest listing each entity, field count, record volume estimate, and dependency order. This step resolves the most common migration failure: silently dropped custom fields. We also review the current Fireberry plan tier to confirm all objects are accessible in the export.
Dynamics 365 environment provisioning
We configure the destination Microsoft Microsoft Dynamics 365 Sales environment: we provision custom entities and attributes to match the discovered Fireberry schema, create the Account-Contact-Opportunity relationship structure, configure Sales Processes and stage categories matching the Fireberry pipeline definitions, set up Teams and Business Units for owner hierarchy matching, and create a migration-specific security role that bypasses field-level restrictions during data load.
Sandbox validation
We run a full migration into a Dynamics 365 Sandbox environment using production-like data volume. The customer's RevOps lead reviews record counts across all entities, spot-checks 20-30 records against the Fireberry source for field-level accuracy, and validates that owner assignments, date fields, and lookup references are correct. Any field mapping corrections, validation rule conflicts, or required field additions are resolved in the sandbox before production migration begins.
Owner reconciliation
We extract every distinct Fireberry Owner referenced across Contact, Company, Deal, Activity, and custom object records and match by email against the Dynamics 365 User table. Owners without a matching User go to a reconciliation queue. The customer's Dynamics 365 admin provisions any missing Users — active for current team members, inactive for historical owners whose records still carry their attribution. Migration cannot proceed past this step because OwnerId references are required on most standard and custom entities.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from Fireberry Companies), Contacts (with ParentAccountId resolved), Opportunities (with AccountId, OwnerId, and Sales Process resolved), Activity history (PhoneCall, Appointment, Note, Task via Dataverse API with chunking and backoff), Custom entities (last, because they may reference standard entities as lookups). Each phase emits a row-count reconciliation report. We freeze Fireberry writes during the final cutover delta to capture any records modified during the migration window.
Cutover, validation, and workflow handoff
We enable Microsoft Dynamics 365 Sales as the system of record after the final delta migration and validation pass. We deliver the Workflow and automation inventory document to the customer's admin team with trigger-action mappings and recommended Power Automate equivalents. We support a five-business-day hypercare window to resolve post-migration reconciliation issues raised by the sales team. We do not rebuild Fireberry Workflows as Power Automate flows or Dynamics 365 classic Workflows inside the migration scope.
Platform deep dives
Fireberry
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Fireberry and Microsoft Dynamics 365 Sales .
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Fireberry: Not publicly documented.
Data volume sensitivity
Fireberry doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Fireberry to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
Walk through your Fireberry to Microsoft Dynamics 365 Sales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Fireberry
Other ways to arrive at Microsoft Dynamics 365 Sales
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.
