Migrate from Function 365 to Nutshell

Direct object-to-object map. Nutshell's Company entity holds the business-level record — website, industry, address, and employee count all map to matching Nutshell Company fields. Parent-account hierarchies in Dynamics collapse to a single Parent Company link in Nutshell. Multi-address accounts require address-type tagging in Nutshell's single address block.

Direct map. Nutshell Person entity stores first name, last name, email, phone, title, and address fields that match Dynamics Contact schema. Person records link to one primary Company via the 'works for' association. Multiple company affiliations in Dynamics (N:N contact-to-account relationships) collapse to the primary company in Nutshell unless the secondary affiliations are recorded as tags.

Direct map for Dynamics Leads that have not yet converted. Nutshell Lead entity captures lead name, email, company, status, source, and owner. Lead status pick-list values map value-by-value — your Dynamics Lead status values (New, Contacted, Qualified, Unqualified) require explicit mapping to Nutshell's Lead status options.

Opportunities merge into Nutshell Leads because Nutshell has no separate Opportunity entity. Each Dynamics Opportunity maps to a Nutshell Lead record with deal name, amount, stage, and close date preserved as standard and custom fields. The merge rule is: one Opportunity = one Nutshell Lead with a custom 'Original Opportunity Stage' field retaining the Dynamics stage name. Loss/reason data migrates as a custom text field.

Nutshell Products store product name and price but have no line-item model. Each Dynamics Opportunity Product line becomes a note attached to the migrated Nutshell Lead, listing product name, quantity, unit price, and discount. If line-item detail is critical, we create separate Product records and document the grouping as a rebuild item for your admin.

Direct map. Dynamics Tasks map to Nutshell Activities with the same subject, description, due date, and owner. Completed status and completion timestamps transfer. Tasks with 'Regarding' pointing to Accounts or Contacts link to the corresponding Nutshell Person or Company record.

Dynamics PhoneCall activities migrate as Nutshell Activities with Type='Call'. Subject, duration, direction (inbound/outbound), phone number, and owner transfer. Call notes from Dynamics Description field become the Nutshell Activity note body. No call recording files transfer — those are stored in Dynamics/Teams and require separate file export.

Dynamics Email activities migrate as Nutshell Activities with Type='Email'. Subject line maps to Nutshell Activity subject; body maps to note. Attachments on emails are downloaded as files and re-attached to the Nutshell Activity record if under Nutshell's file size limits.

Dynamics Appointments migrate as Nutshell Activities with the original start time, end time, location, and subject preserved. Time zones are kept as stored; we convert to Nutshell's UTC offset if needed. Attendees from the Dynamics meeting become a note on the Nutshell Activity documenting who was invited. Recurring appointment series are collapsed into a single activity entry, as Nutshell does not support recurrence patterns.

Dynamics Note annotations (plain text and HTML notes attached to any entity) migrate to Nutshell Activity notes attached to the corresponding Person, Company, or Lead. HTML-formatted notes are stripped to plain text during migration to avoid display issues in Nutshell's note renderer.

Nutshell Products store product name, SKU, unit price, and description. Dynamics Products map directly — product name to name, product number to SKU, and default price to unit price. Products not linked to any migrated Opportunity are migrated as orphan Product records for your Nutshell admin to re-associate.

Direct map. Dynamics Competitor entity maps to Nutshell Competitor records. Competitor names and websites transfer, preserving the URL format as entered. When a Competitor is linked to a migrated Opportunity, we attach a custom 'Lost To Competitor' text field on the corresponding Nutshell Lead to preserve win/loss context. If a Competitor has no associated Opportunities, it appears as a standalone Competitor record for future reference.

Nutshell has no native Territory entity. Dynamics Territory names are mapped to Nutshell Tags on the relevant records — each Territory name becomes a Tag and is applied to all Person, Company, and Lead records originally assigned to that Territory. Reporting by territory requires rebuilding in Nutshell's list filters.

Dynamics Campaign names and campaign type transfer to Nutshell Lead 'Source' field as value mappings. Campaign responses (marketing qualified leads) are noted on individual Lead records. Full campaign analytics do not transfer — those require rebuilding in Nutshell's reporting or a BI tool.

Nutshell has no Quote, Order, or Invoice entity. These records cannot migrate natively. We export Quote and Order metadata (customer, line items, totals, status, dates) as a CSV attachment to the corresponding migrated Lead record and provide a rebuild checklist for your admin to recreate in a dedicated quoting tool.