Migrate from InfoTrack to Microsoft Dynamics 365 Sales

InfoTrack matters do not map directly to any single Dynamics 365 Sales object. We evaluate matter type (litigation, transactional, advisory) and map each to either a standard Opportunity (for matters with revenue) or a custom Matter table created in Dynamics 365 Dataverse. Custom Matter entity stores matter type, court jurisdiction, judge assignment, and status — this is the primary record in the new CRM.

InfoTrack party records — including client, opposing party, and counsel contacts — merge into Dynamics 365 Account and Contact objects. Each party type gets a Role field on the Account or Contact record to preserve the legal relationship. Multiple parties on one matter use Account Contact Roles on the related Opportunity or custom Matter entity.

InfoTrack service orders (eFiling submissions, process-serving requests, court searches) translate to Dynamics 365 Sales Order records for structured orders or a custom Service_History__c entity for detailed service metadata. Service type, court, filing date, and order status map to corresponding fields or custom fields on the entity.

Dynamics 365 Sales has no native court or jurisdiction entity. We create a Court_Jurisdiction__c custom table in Dataverse with fields for court name, state, federal/bankruptcy designation, and eFiling system URL. InfoTrack matter records link to this entity via a lookup field.

InfoTrack documents and court-returned filings are downloaded and uploaded to Dynamics 365 Sales' native SharePoint document management (enabled via Microsoft 365 integration). Documents attach to the related Account, Contact, or custom Matter entity. Original filenames and filing dates are preserved in SharePoint metadata.

InfoTrack docket-sync entries and court-date reminders map to Dynamics 365 Sales Activities — appointments for court hearings and tasks for filing deadlines. Original court dates and judge names become subject and description fields. The related Matter or Account links via the regarding object.

InfoTrack invoices exported as CSV map to Dynamics 365 Sales Invoice records. Invoice number, date, amount, and client reference carry forward. InfoTrack's pay-per-use billing history becomes a financial reference record on the Account — billable expense tracking is handled separately in Dynamics 365 Finance or an accounting integration.

InfoTrack's integration links to Time Matters, LEAP, and Clio have no Dynamics 365 Sales equivalent. We preserve integration endpoint URLs and system names in a custom text field (Source_Integration__c) for reference. Rebuilding integrations with practice-management systems requires a separate implementation project using Dynamics 365's API or a middleware connector.

InfoTrack user and attorney records resolve to Dynamics 365 Sales User accounts via email match. Unmatched owners are flagged before migration — your team either creates Dynamics users first or assigns records to a fallback user. Active/inactive status carries forward.

InfoTrack custom fields on matter records (case type codes, statutory references, litigation hold flags) require custom fields on the custom Matter entity in Dataverse. Field data types are preserved — pick-list values are rebuilt as Dataverse option sets, date fields as datetime fields.