Migrate from Flowlu to Microsoft Dynamics 365 Sales

Discovery and scoping

We audit the source Flowlu account across all active modules: Pipelines, Pipeline Stages, Opportunities, Contacts, Companies, Custom Fields per object, Time Entries, active Workflows, and user count. We extract the full pipeline stage definitions with probability values and the complete custom field schema. We also assess which data is in scope for migration and which is out of scope (Projects, Knowledge Base, Agile Issues) so the customer understands the boundary before extraction begins. The discovery output is a written migration scope document confirming record counts, mapping rules, and the out-of-scope list.

Schema design in Dynamics 365 Sandbox

We design the destination schema in a Dynamics 365 Sales Sandbox (or Developer org). This includes creating Record Types and Sales Processes that mirror Flowlu's pipeline structure, provisioning custom fields on Contact, Account, and Opportunity with types matched to Flowlu's field definitions, and configuring field-level security profiles if the org enforces field access restrictions. Schema is validated in the sandbox before any production migration begins.

Automation and workflow inventory

We extract every active Flowlu Workflow with its trigger event, conditions, action sequence, and any delay steps. This inventory is delivered as a written document with each workflow mapped to a recommended Dynamics 365 Flow equivalent. We do not rebuild workflows as part of the migration scope; the document is for your admin or a Dynamics 365 partner to reconstruct post-migration. This step is completed during extraction so it does not delay the data migration timeline.

Owner reconciliation and user provisioning

We extract every distinct Flowlu user referenced as an owner on Contacts, Companies, and Opportunities and match by email against the Dynamics 365 destination org's User table. Any Flowlu owner without a matching Dynamics 365 User goes to a reconciliation queue. Your Salesforce or Dynamics 365 admin provisions missing Users (active or inactive depending on whether the original Flowlu user is still employed). Migration cannot proceed past this step because OwnerId references are required on most standard objects.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from Flowlu Companies), Contacts (with AccountId resolved), Opportunities (with AccountId, OwnerId, and RecordTypeId resolved and correct Sales Process stage assigned). Each phase emits a row-count reconciliation report before the next phase begins. For engagements, we use the Dynamics 365 Bulk API or data import tools with batch chunking and exponential backoff. We validate record counts against the source extraction at the close of each phase.

Cutover, validation, and handoff

We freeze Flowlu writes during cutover, run a final delta migration of any records modified during the migration window, then enable Dynamics 365 Sales as the system of record. We deliver the automation inventory document, the reconciliation reports per phase, and a mapping summary showing every Flowlu field and its Dynamics 365 destination. We support a one-week hypercare window for reconciliation issues. Workflow rebuild, project configuration, and Power Automate setup are outside the migration scope and are handed off to your admin or a Dynamics 365 implementation partner.