Migrate from Jonas Enterprise Service & Construction Software to Microsoft Dynamics 365 Sales

Jonas 'Customer' is a company-level record storing name, address, billing terms, and credit limits. Maps directly to Dynamics Account via FlitStack AI field mapping. Jonas Customer records containing multiple contacts collapse to a single Account with multiple Contact records linked via the AccountId lookup relationship. When migrating, the Jonas CustomerID is preserved as Source_System_ID__c on the Dynamics Account for traceability and deduplication during subsequent delta runs.

Jonas Contact stores individuals linked to a Customer with fields for name, email, phone, role, and the customer they belong to. Maps directly to Dynamics Contact. The Contact.AccountId lookup is resolved from the associated Jonas Customer before migration so foreign-key integrity holds in Dynamics.

Jonas Job is a construction project record with phases, cost codes, WIP tracking, and budget vs. actual labor/materials/subcontractor segments. There is no direct Opportunity equivalent, so FlitStack AI creates a Dynamics Opportunity for each Jonas Job and populates custom fields for Job_Number__c, Contract_Type__c, Budget_Labor__c, Budget_Materials__c, Budget_Subcontractor__c, and WIP__c from the Jonas job-cost breakdown.

Jonas Work Order tracks service requests with status, priority, assigned technician, line items for parts, and labor hours. Maps to Dynamics Case with custom fields for Work_Order_Number__c, Technician__c, and Labor_Hours__c. Open work orders migrate as active Cases; completed work orders migrate as resolved Cases with closure dates preserved.

Jonas Preventive Maintenance Agreements (PMAs) define recurring service contracts tied to customer equipment with billing frequency and scope of work. Dynamics has no native service-agreement entity, so FlitStack creates an Agreement__c custom table with fields for Agreement_Number__c, Customer__c (lookup to Account), Equipment__c (lookup to Asset), Billing_Frequency__c, and Scope_of_Work__c.

Jonas Equipment records store make, model, serial number, location, and maintenance history. Maps to Dynamics Asset entity when Dynamics 365 Field Service is licensed. Standalone Dynamics 365 Sales without Field Service requires a custom Asset__c table—your license tier determines the target entity.

Jonas Inventory tracks parts and materials with part numbers, descriptions, unit costs, and warehouse locations. Maps to Dynamics Product with Name, Product Number (Jonas part number), and Standard Cost (Jonas unit cost). Jonas inventory warehouses do not map to Dynamics—warehouse tracking requires a separate inventory management solution or Dynamics 365 Supply Chain Management.

Jonas Quote records store quoted amounts with line items for labor and materials tied to specific jobs. Migrates to Dynamics Quote entities linked to the corresponding Opportunity (mapped from the Jonas Job). Quote line items map to Opportunity Product records with Unit Price from the Jonas quote amount and Quantity representing the estimated unit count.

Jonas Employee records contain payroll data, certifications, union status, and field-time assignments. Payroll does not migrate to Dynamics 365 Sales—Employee records map to Dynamics SystemUser only for users who will have Dynamics licenses, with Payroll_Employee_ID__c stored as a custom field for reference. Unlicensed employees are not created as Dynamics users.

Jonas Documents stores project files, drawings, and client communications linked to Jobs, Customers, or Work Orders. Files migrate to SharePoint Document Libraries connected to the corresponding Dynamics Account or Opportunity. Jonas document metadata (document type, created date, author) is preserved as Note records in Dynamics pointing to the SharePoint file location.

Jonas payroll, direct deposit configurations, union payroll rules, certified payroll, and time-entry uploads do not migrate. Time-entry data for active Jobs is not a standard Dynamics 365 Sales object—payroll remains in Jonas or moves to a separate Dynamics 365 Finance instance. We flag which Jonas employees have Dynamics user licenses so Jonas payroll can be reconciled against the corresponding SystemUser records post-migration.

Jonas workflow rules, email triggers, approval chains, and automated service-dispatch logic are platform-specific and do not export. FlitStack AI provides a Jonas Workflow Export documenting each rule's trigger, condition, and action so your Dynamics admin can rebuild equivalent Power Automate flows. Jonas's J-Mail email integration requires SMTP relay reconfiguration in Microsoft 365.