Do Inflection.io Journeys and Segments migrate to Dynamics 365?

Journeys do not migrate as working automation. We extract the Journey JSON structure, trigger conditions, branch logic, and step sequences and deliver them as a written inventory for the customer's Dynamics admin to rebuild in Power Automate or Customer Insights Journeys. Segments migrate as written rule definitions and are rebuilt as Dynamics 365 Advanced Find filter views or Static Marketing Lists. Customer Insights Journeys ($1,500/tenant/month) provides the closest functional equivalent to Inflection's Journey engine but requires a separate licensing and implementation scope.

What happens to my product event data and PQL scores?

Product event data and PQL scores do not have a native home in Microsoft Dynamics 365 Sales . We export the full product event dataset to a customer-provided data warehouse and extract summary behavioral signals (last login date, feature activation count, PQL tier, usage frequency) as custom fields on the Dynamics 365 Contact record. The full event history is preserved in the warehouse and linked via a reference. If the customer licenses Customer Insights, the event pipeline can be rebuilt to stream into Customer Insights for behavioral segmentation.

Can we keep Inflection.io for marketing automation while moving sales to Dynamics 365?

This is a viable hybrid pattern, but the licensing and data flow design must be intentional. If the customer keeps Inflection.io for lifecycle marketing (Journeys, product email, retention), the bi-directional Salesforce sync that Inflection uses must be redirected to Microsoft Dynamics 365 Sales instead. We document the sync field mapping during migration scoping so that new CRM data flows back to Inflection for behavioral attribution. The customer continues paying Inflection's annual contract at $36K+ minimum while also paying Dynamics 365 per-user licensing. Many teams find this hybrid cost exceeds the value and accelerate the full migration within 6-12 months.

Do we lose historical engagement data (emails, calls, meetings, tasks) in the migration?

We extract engagement data from Inflection.io where available (form submission records, Journey membership history, segment assignment timestamps) and migrate them as custom contact fields or activity notes. Inflection.io does not store call and meeting engagement records in the same way a CRM does — its engagement model is Journey-centric (contacts entered a Journey at a given timestamp) rather than activity-centric (a call was logged on a date). We preserve what Inflection stores: Journey entry timestamps, segment membership changes, form submission records, and any engagement notes attached to a Contact.

How do we handle the Inflection to Dynamics 365 contact deduplication?

We use email address as the primary deduplication key during Contact import. If the target Dynamics 365 org already contains contacts (from a prior CRM or a pilot deployment), we run a pre-import deduplication pass comparing email addresses and flagging duplicates for the customer's admin to resolve before the import proceeds. Account deduplication uses domain name as the secondary key. We do not auto-merge records without admin sign-off because merging in Dynamics 365 cascades to related Opportunities, Activities, and Notes.

What Microsoft licensing do we need for this migration?

At minimum, Microsoft Dynamics 365 Sales Professional ($65/user/month) covers Contacts, Accounts, Leads, Opportunities, and standard activity tracking. Sales Enterprise ($105/user/month) is required for advanced forecasting, Sales Insights, and multiple sales processes. Customer Insights Journeys ($1,500/tenant/month for up to 10,000 contacts) is required if the customer wants a functional Journey-equivalent for lifecycle messaging. The base-plus-attach licensing model can reduce costs when combining Sales with Customer Service or Field Service modules — a Microsoft certified partner can optimize the license mix during scoping.

Inflection.io to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Moving from Inflection.io to Microsoft Microsoft Dynamics 365 Sales is a migration from a product-led growth marketing platform to a full-stack CRM. Inflection.io organizes around Contacts, Accounts, Journeys, Segments, and live product event streams; Microsoft Dynamics 365 Sales uses Leads, Contacts, Accounts, and Opportunities with a separate Dynamics 365 Marketing or Customer Insights module for behavioral orchestration. The fundamental challenge is that Microsoft Dynamics 365 Sales has no native product event ingestion model — product usage data, PQL scores, and behavioral attribution stored in Inflection must be preserved as custom contact fields or exported to a data warehouse rather than migrated into a live CRM workflow engine. We extract Journey definitions and trigger logic as written documentation for the customer's Dynamics admin to rebuild in Power Automate or Customer Insights Journeys. Segments map to contact filter views and static lists. We do not migrate Inflection Journeys, AI-generated campaign content, or product event pipelines as working automation; these require rebuild in the Microsoft ecosystem post-migration.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Inflection.io

What's pushing teams away

Enterprise annual contracts at $36K+ starting prices create meaningful commitment risk, and mid-market teams report difficulty negotiating tier-downs when contact volumes change.
As a smaller vendor with ~50 employees, customers with complex compliance or security requirements find the platform's SOC 2 posture and audit support less mature than Marketo or Eloqua.
Limited ecosystem compared to HubSpot or Marketo — fewer third-party integrations out of the box and fewer agency partners with certified implementation expertise.

Choosing

Microsoft Dynamics 365 Sales

What's pulling them in

Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How Inflection.io objects map to Microsoft Dynamics 365 Sales

Each row shows how a Inflection.io object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Inflection.io

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

Inflection.io Contact records map directly to Dynamics 365 Contact. Standard properties (email, name, phone, company) map to the corresponding Contact fields. Custom Person fields (text, numeric, date/time, boolean) map to Dataverse custom fields on the Contact table with the Inflection field name preserved in the display label and the original API name documented in the field mapping inventory. We resolve the parent Account at migration time by matching the Inflection Contact's company name against the destination Account name.

Inflection.io

Account

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

Inflection.io Account records map directly to Dynamics 365 Account. Account Name becomes the Account Name field; website, industry, employee count, and address fields map to their standard Account counterparts. Account-level custom properties migrate to Dataverse custom fields on the Account table. Account hierarchies in Inflection (parent-child company structures) map to the Account Parent Account lookup in Dynamics 365.

Inflection.io

Segment

maps to

Microsoft Dynamics 365 Sales

Contact Filter View or Static Marketing List

lossy

Fully supported

Inflection Segments are dynamic audience definitions built on contact properties and product event rules. We export the segment rule definitions and rebuild them in Dynamics 365 as either Advanced Find filter views (for dynamic, rule-based segments) or as Static Marketing Lists in Dynamics 365 Marketing or Customer Insights. Segments requiring product event conditions (e.g., 'users who performed event X in last 30 days') cannot be rebuilt natively in Sales alone and are flagged for Customer Insights Journeys or a Power Automate-based refresh.

Inflection.io

Tag / Label

maps to

Microsoft Dynamics 365 Sales

Contact Topic or Custom Field

lossy

Fully supported

Contact-level tags from Inflection migrate to Dynamics 365 as Topics (via TopicAssignment records) if the customer uses Dynamics 365 Marketing or Customer Insights, or as a multi-select picklist custom field on Contact if Sales standalone is the destination. We preserve the full tag vocabulary and apply the same tagging strategy to all migrated contacts during import.

Inflection.io

Product Event

maps to

Microsoft Dynamics 365 Sales

Custom Field or Dataverse Table

1:1

Fully supported

Inflection.io product event data (usage events, behavioral signals, PQL scores) has no direct equivalent in Microsoft Dynamics 365 Sales . We export the product event schema and behavioral data to a destination data warehouse (Azure Synapse, Snowflake, or Dataverse via custom table) and map the highest-value signals (e.g., last login date, feature usage count, PQL score) as custom fields on the Contact record. Nested product event history (multiple events per contact) is preserved as a JSON blob in a long-text custom field or as a related Dataverse custom table with a Contact lookup.

Inflection.io

Form Submission

maps to

Microsoft Dynamics 365 Sales

Contact with custom field capture

1:1

Fully supported

Inflection.io form submission records and field mapping data migrate as Contact records with custom fields capturing the form field values and submission timestamp. We map the Inflection form field names to Dataverse custom fields on Contact. Web tracking attribution (Inflection-sent email link attribution) migrates as a custom field rather than a native Dynamics tracking capability.

Inflection.io

Journey

maps to

Microsoft Dynamics 365 Sales

Power Automate Flow / Customer Insights Journey (documentation only)

lossy

Fully supported

Inflection.io Journeys with trigger conditions, step sequences, and action definitions are documented in a written inventory delivered to the customer. The migration does not rebuild Journeys as working automation in Dynamics 365 — this requires Customer Insights Journeys (a separate $1,500/tenant/month module) or Power Automate flows built by the customer's admin or a Microsoft partner. We export Journey JSON structure, trigger rules, branch conditions, and delay step timings for the rebuild scope.

Inflection.io

Salesforce Sync (CRM association)

maps to

Microsoft Dynamics 365 Sales

Account-Contact association

1:1

Fully supported

Inflection.io's bi-directional Salesforce sync stores CRM field associations in the warehouse schema rather than in the UI. We extract the CRM association data (which Inflection Contact is linked to which Salesforce Account/Contact) and reconstruct the same Account-Contact relationship in Dynamics 365 using the Account name or domain as the matching key.

Inflection.io	Microsoft Dynamics 365 Sales	Compatibility
Contact	Contact1:1	Fully supported
Account	Account1:1	Fully supported
Segment	Contact Filter View or Static Marketing Listlossy	Fully supported
Tag / Label	Contact Topic or Custom Fieldlossy	Fully supported
Product Event	Custom Field or Dataverse Table1:1	Fully supported
Form Submission	Contact with custom field capture1:1	Fully supported
Journey	Power Automate Flow / Customer Insights Journey (documentation only)lossy	Fully supported
Salesforce Sync (CRM association)	Account-Contact association1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Inflection.io gotchas

High

MMC billing counts unique contacts flowing through Journeys

High

Annual contract required for all tiers

Medium

Zero-ETL sync bypasses standard field-level API mapping

Medium

Journey nesting complexity complicates import parity

Low

Web tracking attribution requires Inflection-sent email link

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Inflection.io gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	MMC billing counts unique contacts flowing through Journeys	High	Professional tier 15-table custom table limit blocks migrations
High	Annual contract required for all tiers	High	October 2024 pricing increase applies at renewal for all customers
Medium	Zero-ETL sync bypasses standard field-level API mapping	Medium	Custom fields must be created in the UI before API writes
Medium	Journey nesting complexity complicates import parity	Medium	Power Platform request limits apply to bulk migrations
Low	Web tracking attribution requires Inflection-sent email link	Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

Product event data has no native home in Microsoft Dynamics 365 Sales

Inflection.io stores behavioral product usage events (billions of events at scale) and PQL scores as first-class data objects. Microsoft Dynamics 365 Sales has no product event ingestion model — there is no native table or field type for behavioral event history. We export product event data to a data warehouse (Azure Synapse, Snowflake, or Dataverse custom table) and preserve summary signals (last login, feature usage count, PQL tier) as custom Contact fields. The full event timeline does not migrate as a working CRM dataset. Customers who rely on product signals for segmentation must adopt Dynamics 365 Customer Insights separately or rebuild event pipelines via Azure Event Hubs.
AI-generated Journey content cannot be extracted from Inflection

Inflection.io's AI-generated campaign content (emails, micro-campaign targeting, Journey definitions created via MCP prompts) is stored as rendered output in the Journey step definitions. The underlying AI tokens and prompt context do not export. We extract the step structure, trigger conditions, and action definitions from the Journey JSON, but AI-generated copy, subject lines, and body content must be recreated in the destination. We flag every Journey step with an AI content flag in the exported inventory so the customer's admin knows what requires manual rewrite.
Inflection's zero-ETL sync bypasses standard API field mapping

Inflection.io's bi-directional sync with Salesforce, Segment, Snowflake, and Redshift streams data without per-field API calls. Field-level transformation logic and audit trails live in the warehouse schema rather than in Inflection's UI. We document the warehouse table schemas, column names, and sync connection credentials during scoping so the equivalent data flows can be reconstructed in Dataverse or Azure Data Factory. Without this documentation, the CRM association data (which contact maps to which Salesforce Account) is opaque to a standard API export.
MMC billing baseline is Inflection-specific and non-transferable

Inflection.io bills on Monthly Marketed Contacts — unique contacts who enter a Journey in a given month — not total database size. The MMC count is derived from Journey execution logs and has no equivalent in Microsoft Dynamics 365 Sales , which uses per-user licensing. We export Journey execution history to establish the customer's MMC baseline at migration time, which is useful for offboarding documentation and contract compliance, but the billing model does not transfer. Customers should plan to renegotiate contact storage expectations under a per-user model.
Web tracking attribution requires Inflection-sent email links

Inflection's .js web tracker associates anonymous site visits with identified contacts only when the contact clicks a link in an email sent from Inflection. Organic search, direct traffic, or non-Inflection campaigns produce anonymous visits that are not linked to a contact record. We preserve existing tracked page-visit history as custom contact properties at migration time. New web attribution post-migration requires either Inflection-sent email flows to continue (if the customer maintains Inflection for web tracking) or a replacement tracking mechanism (Microsoft Clarity, Dynamics 365 Customer Insights web tracking) to be configured separately.

Migration approach

Six steps for a successful Inflection.io to Microsoft Dynamics 365 Sales data migration

Discovery and data audit

We audit the Inflection.io workspace across all objects: Contact count, Account count, Segment definitions and membership counts, Journey count and complexity (step count, branching depth, AI content flags), product event schema and sample volumes, custom Person and Account field definitions, form submission history, and tag vocabulary. We pair this with a Microsoft Dynamics 365 Sales scoping call covering the target environment (new tenant vs. existing org), existing data model conflicts, Dynamics 365 edition (Sales Professional $65/user, Sales Enterprise $105/user, Sales Premium $150/user), and whether Customer Insights Journeys is in scope for Journey rebuild.
Product event data warehouse export and behavioral field extraction

Before any CRM migration, we export Inflection's product event data to a customer-provided data warehouse (Snowflake, Redshift, Azure Synapse, or Dataverse custom table). We extract the top behavioral signals per contact — last product login date, feature activation count, PQL score, trial-to-paid conversion flag — and write these as custom fields on the Dynamics 365 Contact record. The full event history (thousands of events per contact) is preserved in the warehouse and linked via a reference in the Contact record. This step is critical because Microsoft Dynamics 365 Sales cannot natively ingest event streams.
Segment definition documentation and Dynamics 365 filter reconstruction

We export every Segment definition from Inflection including the rule structure, filter conditions, event-based triggers, and membership counts. We then rebuild each segment as a Dynamics 365 Advanced Find contact filter view (for dynamic, rule-based segments) or as a Static Marketing List (for snapshot segments). Segments that rely on product event conditions are flagged for Customer Insights Journeys rebuild. We deliver the segment inventory as a written document with Dynamics 365 filter step-by-step instructions for the customer's admin.
Journey inventory documentation and Dynamics rebuild scope definition

We export Journey JSON for every active Journey in Inflection, capturing step sequences, trigger conditions, branch logic, delay steps, action definitions, and AI content flags. We do not rebuild Journeys as working automation in Dynamics 365 — we deliver a written Journey inventory that maps each Inflection Journey to either a Power Automate cloud flow (for CRM-triggered workflows like lead assignment or Opportunity stage notifications) or a Customer Insights Journeys journey (for multi-step lifecycle messaging). The customer assigns a Microsoft partner or internal admin to rebuild each Journey using our documentation as the specification.
Contact and Account migration in dependency order

We run the CRM migration in record-dependency order: Accounts first (from Inflection Account records, with parent Account hierarchy preserved), then Contacts (with the parent AccountId resolved via company name matching). Custom Person fields map to Dataverse custom fields on Contact; tags map to topics or multi-select picklist fields. We apply the behavioral signal fields (last login, PQL score, product usage flags) extracted in step 2 to each Contact record. Product event history beyond summary signals is preserved as a JSON blob in a long-text custom field or linked Dataverse table.
Cutover, validation, and admin handoff

We freeze Inflection.io writes during cutover, run a delta migration of any records modified during the migration window, then validate record counts in Dynamics 365 against Inflection source totals. We deliver the Journey inventory, Segment rebuild guide, and product event warehouse export confirmation to the customer's Dynamics admin. We support a one-week hypercare window for reconciliation issues. We do not rebuild Journeys as Power Automate flows or Customer Insights Journeys inside the migration scope; that is a separate engagement for a Microsoft partner or the customer's admin team.

Platform deep dives

Context on both ends of the pair

Inflection.io

Source

Strengths

Scales to hundreds of millions of contacts without per-record pricing penalties.
AI-native campaign builder with Model Context Protocol server and prompt-to-journey creation.
Bi-directional sync with Salesforce, Segment, and Snowflake/Redshift without per-field ETL engineering.
Generous free batch send allowance (10× contracted MMCs) for non-personalized newsletters and announcements.
Live product event ingestion with behavioral attribution across the full customer lifecycle.

Weaknesses

Annual contract commitment with $36K minimum creates lock-in risk for scaling companies.
Smaller vendor footprint (~50 employees) limits enterprise support depth and agency ecosystem compared to Marketo or HubSpot.
Limited third-party integrations beyond CRM, CDP, and data warehouse — no native e-commerce, support desk, or phone call tracking.
AI features are nascent (launched 2025) and migration of AI-generated content and Journey logic is not yet a documented path.

Microsoft Dynamics 365 Sales

Destination

Strengths

Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
Implementation typically requires costly certified partners, adding 30–50% to total project cost
Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

	Inflection.io Source	Microsoft Dynamics 365 Sales Destination
Strengths	Scales to hundreds of millions of contacts without per-record pricing penalties. AI-native campaign builder with Model Context Protocol server and prompt-to-journey creation. Bi-directional sync with Salesforce, Segment, and Snowflake/Redshift without per-field ETL engineering. Generous free batch send allowance (10× contracted MMCs) for non-personalized newsletters and announcements. Live product event ingestion with behavioral attribution across the full customer lifecycle.	Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises
Weaknesses	Annual contract commitment with $36K minimum creates lock-in risk for scaling companies. Smaller vendor footprint (~50 employees) limits enterprise support depth and agency ecosystem compared to Marketo or HubSpot. Limited third-party integrations beyond CRM, CDP, and data warehouse — no native e-commerce, support desk, or phone call tracking. AI features are nascent (launched 2025) and migration of AI-generated content and Journey logic is not yet a documented path.	Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal Implementation typically requires costly certified partners, adding 30–50% to total project cost Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

Complexity grading

How hard is this migration?

Standard CRM migration. All 8 core objects map 1:1 between Inflection.io and Microsoft Dynamics 365 Sales .

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Inflection.io and Microsoft Dynamics 365 Sales .

Object compatibility
A
All 8 core objects map 1:1 between Inflection.io and Microsoft Dynamics 365 Sales .
Field mapping clarity
C
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
B
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
B
Inflection.io: Not publicly documented.
Data volume sensitivity
B
Inflection.io doesn't expose a bulk API — REST + parallelization used for high-volume runs.

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Migrate from Inflection.io to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Inflection.io

Microsoft Dynamics 365 Sales

How Inflection.io objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Inflection.io to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Inflection.io to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about Inflection.io to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from Inflection.io.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from Inflection.io to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Inflection.io

Microsoft Dynamics 365 Sales

How Inflection.io objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Inflection.io to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Inflection.io to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about Inflection.io to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does an Inflection.io to Microsoft Microsoft Dynamics 365 Sales migration take?

Do Inflection.io Journeys and Segments migrate to Dynamics 365?

What happens to my product event data and PQL scores?

What does an Inflection.io to Microsoft Dynamics 365 Sales migration typically cost?

Can we keep Inflection.io for marketing automation while moving sales to Dynamics 365?

Do we lose historical engagement data (emails, calls, meetings, tasks) in the migration?

How do we handle the Inflection to Dynamics 365 contact deduplication?

What Microsoft licensing do we need for this migration?

Related migrations to explore

Move from Inflection.io. Land in Microsoft Dynamics 365 Sales , intact.

Move from Inflection.io.
Land in Microsoft Dynamics 365 Sales , intact.