Migrate from improveit 360 to Microsoft Dynamics 365 Sales

Improveit 360 leads map directly to Dynamics 365 Sales leads. Lead status values (New, Working, Qualified, Unqualified) map via value mapping to Dynamics Lead Status pick-list. Lead source values transfer via value mapping to the Lead Source field. Email, phone, and address fields map directly.

Improveit 360 contacts map directly to Dynamics 365 Sales contacts. Name fields, email, phone, job title, and address map 1:1. Contact-company associations preserve the primary company link. Additional company associations are preserved as Account Contact Relationships in Dynamics 365, ensuring all relevant organizational affiliations transfer over correctly.

Improveit 360 companies map to Dynamics 365 Sales accounts. Company name becomes Account Name. Domain/website maps to Website. Industry, employee count, and annual revenue map via value mapping or direct assignment. Parent-child company hierarchies preserve via the Parent Account lookup field.

Improveit 360 opportunities map to Dynamics 365 Sales opportunities. Opportunity name becomes the Opportunity Name. Stage values map via value mapping per pipeline. Amount and close date map directly. Custom fields for contract type and phase migrate as custom fields on the Opportunity record.

Improveit 360 quote header data (quote number, description, total amount, status) maps to Dynamics 365 Quote. Quote line items transform from Improveit 360's itemized structure to Dynamics Quote Product rows linked via the Quote ID. Quote-to-Order conversion requires post-migration review in Dynamics.

Improveit 360 appointment records (subject, scheduled date/time, status, location, duration) map to Dynamics 365 Appointment records. Parent record links to the related Contact or Opportunity are preserved to maintain contextual relationship. Owner resolution by email match ensures the correct Dynamics user is assigned to each appointment activity.

Improveit 360 task records map to Dynamics 365 Sales task activities. Subject, description, due date, priority, and status transfer directly. Task assignments resolve to Dynamics users via email matching. Completed task history and open tasks both migrate with their original timestamps, ensuring complete audit trails are preserved in Dynamics 365.

Improveit 360 notes (title, body text, created date, owner) map to Dynamics 365 Sales note records. Rich-text formatting in note bodies preserves where possible. Notes link to their parent Contact, Account, or Opportunity record using the Regarding lookup, maintaining full contextual attachment to the relevant business records.

Improveit 360 file attachments on records re-upload to Dynamics 365 Sales as note attachments. Files download from Improveit 360 storage and upload to the relevant Contact, Account, or Opportunity note. File size limits per Dynamics storage apply (default 128MB per file).

Improveit 360 project-phase data, contract types, and job costing amounts do not have native equivalents in Dynamics 365 Sales. These migrate as custom fields (e.g., new_ProjectPhase, new_ContractType, new_JobCostingBudget, new_JobCostingActual) on the Account or Opportunity record based on context. Admin creates these before migration.

Improveit 360 owner IDs resolve by email address match against Dynamics 365 Sales user records. Matched users link via the OwnerId lookup. Unmatched owners are flagged before migration — your team either invites them to Dynamics 365 first or assigns their records to a fallback owner. No record lands without a valid owner.