Migrate from Leadrat CRM for Real Estate to Microsoft Dynamics 365 Sales

Leadrat lead records map directly to Dynamics 365 Lead entity. Lead status values (New, Contacted, Qualified, Unqualified) map to Dynamics Lead.Statuscode option-set values. Source attribution fields transfer as text fields or custom fields in Dynamics. The original lead creation date is preserved in a custom field to maintain historical reporting continuity after migration.

When Leadrat leads advance to a closed-won or customer status, FlitStack maps those records to Dynamics Contact. The split is driven by Leadrat lead stage values — records marked as 'Customer' or 'Closed Won' route to Contact; earlier stages remain as Lead in Dynamics until manually qualified.

Leadrat company records map 1:1 to Dynamics Account. Account.Name, Website, Industry, NumberOfEmployees, and AnnualRevenue transfer directly. Leadrat parent-company hierarchies map to Account.ParentAccountId — circular references are flagged before migration commits. Any unmatched industry values are stored in a custom text field to preserve source data fidelity.

Leadrat contact records map to Dynamics Contact with FullName, Email, Phone, MobilePhone, JobTitle, and Address fields transferred directly. Contacts without a Leadrat company association receive a placeholder 'Unassigned Account' link in Dynamics to satisfy the AccountId lookup requirement. This ensures referential integrity while flagging records for manual account assignment review.

Leadrat deal records map to Dynamics Opportunity. Deal name, amount, close date, owner, and stage transfer directly. Dynamics Opportunity requires an AccountId lookup — Leadrat deals linked to companies resolve to the corresponding Account; deals without a company link use a default account to satisfy the required relationship.

Each Leadrat pipeline stage name maps to a corresponding Dynamics Opportunity StageName value. Stage probability and forecast category are reapplied from Dynamics defaults or your specified mapping table. Custom stage names require option-set value creation in Dynamics before migration — FlitStack generates the option-set specification for your admin to apply.

Leadrat pipelines map to Dynamics Sales Processes — each pipeline becomes a separate Sales Process in Dynamics. The stage names within each pipeline become StageName option-set values scoped to that Sales Process. Multi-pipeline setups require a pre-migration review to define the correct Sales Process assignments.

Leadrat property records have no native equivalent in Dynamics 365 Sales. FlitStack creates a new_Property custom table in Dataverse with fields for property name, type, address, price, status, and linked lead/contact lookups. Custom table creation is scoped to Sales Enterprise licensing.

Leadrat follow-up tasks and activity records map to Dynamics Task entity. Subject, Description, DueDate, Priority, and Status transfer directly. Original creation timestamps and owner assignments are preserved through the migration. Completed versus open task status maps to Dynamics Task.Statuscode values so your team sees the same task state they left in Leadrat.

Leadrat call logs, meeting records, and email activities map to Dynamics PhoneCall, Appointment, and Email entities respectively. Original start and end times, duration, and subject lines transfer directly. Owner and regarding (linked record) lookups are resolved against migrated Contact, Account, and Opportunity records to maintain the activity context in Dynamics.

Leadrat file attachments associated with leads, contacts, or deals transfer to Dynamics Note (Annotation) records. Files are downloaded from Leadrat storage and re-attached to the corresponding Dynamics record. The 25MB per-file limit in Dynamics applies — FlitStack flags files exceeding this threshold for manual handling during the migration process.

Leadrat custom fields on any entity map to custom fields in Dynamics. FlitStack creates fields in the target entity using the Dynamics customization layer. Field data types are mapped: text to Text, number to Whole Number or Decimal, date to DateTime, pick-list to Option Set.