Migrate from Fulcrum Snap to Microsoft Dynamics 365 Sales

Direct map. Fulcrum Snap clients with billing addresses and industry classifications translate to D365 Accounts. Client status (Active/Inactive) is preserved as a custom field on the Account record. Records without a billing address land as Accounts with an empty address block and are flagged for manual completion.

Direct map. Fulcrum Snap contact properties — name, email, phone, role on matter — translate to D365 Contact fields. Multi-contact associations per matter are preserved as Contact-to-Account relationships. Each contact's primary client link is resolved via the AccountId lookup; secondary client associations surface as additional Account Contact Relationships in D365.

Matters are the core Fulcrum Snap entity with client link, matter number, description, status, responsible attorney, and billing arrangement. D365 Sales has no native matter object; we create a custom Matter table in Dataverse. If your firm plans to use Opportunity for billing tracking, we map the matter number to Opportunity.Name and the billing arrangement to custom fields on the Opportunity — this requires Enterprise or Premium tier for the additional custom table beyond the 15-table Professional limit.

Fulcrum Snap matter assignments track which staff members are allocated to a matter with role and hourly rate. D365 has no native equivalent. We create a MatterAssignment custom table linked to both the Matter table and the Contact (staff member). Hourly rate is preserved as a custom currency field; role is preserved as a custom picklist. This table is essential for billing reconstruction in D365.

Fulcrum Snap time entries include date, duration, attorney, matter link, description, billable/non-billable flag, and amount. D365 standard Activities (Task, PhoneCall) do not capture billable amount or matter link natively. We create a TimeEntry custom table linked to the Matter table; billable amount is preserved as a custom currency field. Standard D365 Activities are created alongside for calendar tracking where a date-only record is sufficient.

Fulcrum Snap stores e-billing records with invoice number, matter link, line items, total amount, status, and payment date. D365 Sales has no native billing entity — Invoice is available in D365 Sales Hub but requires the Sales Hub add-on and is oriented toward sales quotes, not legal billing. We create a Bill custom table preserving all invoice fields; line items map to BillLine custom table with description, quantity, unit price, and tax. Post-migration, your team can build Power Automate flows to sync Bill records to Business Central or a dedicated accounting tool.

Fulcrum Snap tracks IOLTA and client trust account balances. D365 Sales has no trust accounting capability — this is an SAP-side function. We preserve trust records as a read-only custom table for audit trail purposes. Reconciliation must be handled in SAP or your designated accounting system post-migration; FlitStack does not migrate live financial balances, only the record metadata.

Fulcrum Snap document attachments link to matters, clients, or contacts. D365 Sales connects natively to SharePoint Online for document storage. We upload documents to a SharePoint library structured by Account and Matter, then create D365 Note records pointing to the SharePoint URLs. Original file names and upload timestamps are preserved. Inline images are downloaded and rehosted in SharePoint.

Fulcrum Snap staff records include name, email, role, department, and billing rate. D365 user accounts are stored as systemuser records in Dataverse. We match Fulcrum Snap staff by email to existing D365 systemusers; unmatched staff are flagged as pending-user records. Role and department become custom fields on the systemuser record; billing rate is preserved on the MatterAssignment table.

Fulcrum Snap custom fields on any entity — client, matter, time entry, bill — are translated to Dataverse custom attributes. D365 applies a publisher prefix (new_ or a custom prefix based on your solution publisher) to all custom attribute names. We document the full attribute name mapping before migration so your D365 admin can configure forms and views with the correct field references.

Fulcrum Snap maintains a full change-audit trail on matters, time entries, and bills. D365's native audit log tracks schema changes and record modifications at the platform level but does not replicate Fulcrum Snap's application-level audit history. We preserve create-date, last-modified-date, and modified-by-user on every migrated record as custom datetime and lookup fields. Full audit chain reconstruction is available as an add-on service.

Fulcrum Snap matter workflows have status values (Open, In Progress, Pending Review, Closed, Billed) and custom workflow steps. D365 Opportunity has a native StageName picklist scoped by business process. We map Fulcrum Snap matter status values to a custom picklist on the Matter table (or Opportunity StageName if using Opportunities for matters); custom workflow steps require rebuilding in D365 Power Automate — we export the workflow definitions as a rebuild reference.