Migrate from FRONTU to Microsoft Dynamics 365 Sales

Frontu company records map directly to Dynamics 365 Accounts. Account name, address, phone, and website fields translate field-for-field. Multi-location Frontu companies with branch addresses may require multiple Account records with a ParentId link in Dynamics. Each Account can represent a top-level organization or a branch office, depending on the address hierarchy from Frontu. This ensures that contacts and service history remain tied to the correct legal entity.

Frontu employee records split into two targets: the personal contact data (name, email, phone, role) becomes a Dynamics 365 Contact on the relevant Account, while the employee email is resolved against Dynamics 365 SystemUser records for OwnerId assignment on migrated Opportunities and Tasks.

Frontu service locations attached to a Company merge into the Account's address fields. When multiple service locations exist per Company, each location becomes a separate Account record linked via ParentId, preserving the location-specific address hierarchy that Frontu modeled. This approach ensures that field service visits are routed to the correct site and that each location maintains its own contact history and service records in Dynamics.

Frontu work orders map to Dynamics 365 Opportunities with the original work order name as Opportunity Name, original status translated to an Opportunity Stage value, and estimated or actual service value mapped to Amount. CloseDate reflects the work order completion or target date.

Frontu status values (e.g., Pending, In Progress, Completed, Cancelled) map to Dynamics 365 Opportunity Stage values. Active statuses map to open pipeline stages; Completed maps to Closed Won; Cancelled maps to Closed Lost. Stage probabilities are applied per the Dynamics default or your configured Sales Process.

Frontu assets with serial numbers, equipment type, and service history map to Dynamics 365 Products. Product Name reflects the asset description, Product ID reflects the serial number, and the original asset status is preserved as a custom field on the Product record for service-contract tracking.

Frontu service task history, completed checklists, and notes migrate as Dynamics 365 Activities. Completed task descriptions become Note records with the original timestamp and the assigned Employee resolved to a Contact owner. Phone-call or email activities map to the corresponding Dynamics activity type.

Frontu custom fields on Work Orders (e.g., service-type codes, priority flags, parts used) require custom fields on the Dynamics 365 Opportunity entity. We create new_* prefixed custom fields in Dynamics and migrate the values directly. Field data type is preserved — text stays text, pick-list stays option set.

Frontu asset-level custom properties (e.g., warranty expiration, installation date, maintenance interval) migrate as custom fields on the Dynamics 365 Product record. These support service-contract and warranty tracking scenarios in Dynamics 365 Sales after migration. By preserving these details, service teams can quickly reference warranty status, schedule preventive maintenance, and generate renewal reports directly within the CRM.

Frontu's scheduling engine, route-optimization rules, and dispatch configurations do not migrate. These must be rebuilt in Dynamics 365 Field Service (Bookable Resources, Work Orders, and Resource Scheduling Optimization) or in Power Automate. We export the Frontu scheduling configuration as a reference document for your Dynamics admin.

Files attached to Frontu work orders (e.g., photos, PDFs, inspection reports) migrate as Dynamics 365 Notes with file attachments. File size limits of 5 MB per attachment in Dataverse apply — files exceeding this limit are flagged for manual handling or chunked upload.

Frontu customer records attached to a Company are merged into the primary Contact record on the mapped Account. Additional customer contacts attached to the same Company become secondary Account Contact Relationships in Dynamics 365, preserving the multi-contact view per account.