How long does a LeadSmart Channel Cloud to Dynamics 365 Sales migration take?

Most migrations land between three and five weeks for accounts under 15,000 Contacts, 5,000 Opportunities, and no complex custom object structures. Migrations with large Partner Portal user populations, multi-tier Account hierarchies (manufacturer-distributor-dealer chains), multiple custom fields, or full engagement history (over 200,000 activity records) extend to eight to twelve weeks because of the Partner Portal role mapping, Sales Process configuration, and Account hierarchy resolution work.

Do LeadSmart's Partner Portal configurations, workflows, and Genius Feed insights migrate to Dynamics 365?

No. Partner Portal sharing rules are Salesforce-specific and do not transfer to Dynamics 365. We map the underlying partner relationship data to Account Contact Relationship records with a custom role field, but the portal access configuration (sharing rules, Partner Portal licensing, mobile access) must be rebuilt in Dynamics 365 Portal or through Entra ID external user licensing post-migration. Genius Feed insight records are proprietary and excluded from scope; we migrate the underlying Lead, Contact, and Opportunity data that generated the insights. Workflows and automations do not migrate; we deliver a written inventory of these for the customer's admin to rebuild in Dynamics 365.

What does a LeadSmart Channel Cloud to Dynamics 365 Sales migration typically cost?

Migrations under 15,000 Contacts, 5,000 Opportunities, and no complex Partner Portal or custom field structures land between $5,500 and $8,500. Migrations with large Partner Portal user populations, multi-tier Account hierarchies, multiple custom fields, or engagement histories over 200,000 records move to $12,000-$18,000 and eight to twelve weeks. Dynamics 365 Sales subscription cost ($65-$150 per user per month depending on tier) and Partner Portal or Entra ID external user licensing sit outside the migration fee.

We have a manufacturer-distributor-dealer Account hierarchy in LeadSmart. Does this structure transfer to Dynamics 365?

Yes. LeadSmart uses Salesforce parent-account relationships to model manufacturer-distributor-dealer hierarchies, and this maps directly to Dynamics 365 Sales Account hierarchies via the ParentAccountId field. We preserve the full hierarchy depth during migration and validate the parent-child relationships in the sandbox reconciliation phase. The customer should verify the maximum hierarchy depth supported by their Dynamics 365 configuration and confirm that the imported hierarchy meets their reporting requirements.

Can we keep LeadSmart's Genius Feed AI insights after migration?

No. Genius Feed and Genius GPT store AI-generated sales strategy recommendations and proactive customer insights in a proprietary format tied to LeadSmart's internal recommendation engine. These records are not portable and do not have equivalents in Dynamics 365 Sales. We document them as excluded from scope with customer sign-off before migration begins. Microsoft Dynamics 365 Copilot for Sales provides AI-assisted seller assistance in Dynamics 365 but operates differently, assisting sellers rather than proactively surfacing channel-specific customer signals. The customer should evaluate Copilot as a post-migration replacement.

What happens to our Partner Portal users who are external reps and dealers?

LeadSmart Partner Portal users (external reps, brokers, dealers, distributors) are identified during scoping and routed through a separate import pathway. Their partner relationship data migrates as Dynamics 365 Account Contact Relationship records with a custom role field (partner tier, authorization level, commission structure). However, the actual portal access and sharing configuration does not transfer because Dynamics 365 uses a different portal licensing model. The customer's admin must configure external user access in Dynamics 365 Portal or through Entra ID external identities post-migration. We document the full Partner Portal role inventory for this rebuild.

Our team is already using Microsoft 365. Does that simplify the migration?

Yes. Organizations already using Microsoft 365 (Outlook, Teams, SharePoint, Azure Active Directory) benefit from native integration with Dynamics 365 Sales without additional middleware. Email and calendar sync with Outlook, Teams meeting embedding, and SharePoint document management are built-in at all Dynamics 365 Sales tiers. If the organization uses Power BI for reporting, Dynamics 365 Sales data connects directly. This reduces the post-migration integration work compared to organizations migrating to a non-Microsoft CRM.

Do we lose historical activity data (tasks, events, notes) during migration?

No. We migrate the full activity history from LeadSmart's Salesforce Lightning instance. Tasks and Events migrate to Dynamics 365 Task and Event with the original ActivityDate preserved for timeline ordering. Notes migrate as Dynamics 365 Notes with the parent record linkage maintained. Attachments migrate as Notes or to SharePoint if the destination org has SharePoint integration configured. Each activity phase emits a row-count reconciliation report before the next phase begins, and the customer's admin spot-checks the activity timeline in sandbox before production migration.

LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Moving from LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales is a structural migration that inherits both the strengths and the complexity of LeadSmart's Salesforce Lightning foundation. Because LeadSmart builds on Salesforce's standard objects, the core entity mapping is direct: Leads map to Leads, Contacts to Contacts, Accounts to Accounts, and Opportunities to Opportunities. The primary complexity is LeadSmart's Partner Collaboration Portal, which grants external channel partners (reps, dealers, distributors) access to shared Leads and Opportunities through Partner Portal licensing with distinct sharing rules. We identify all Partner Portal users during scoping, route them through a separate import pathway that respects Dynamics 365 external user licensing and sharing model configuration, and map partner relationship data to Account Contact Relationship records with custom role fields. Genius Feed AI insights are documented as excluded from scope because the underlying recommendation engine does not transfer. We do not migrate automations, workflows, or the Genius GPT layer as code; we deliver a written inventory of these for the customer's admin to rebuild in Dynamics 365.

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

LeadSmart Channel Cloud

What's pushing teams away

Small vendor with nine employees and founding year 2018 raises long-term support and product roadmap concerns for customers with enterprise-scale expectations.
Niche vertical focus limits the pool of third-party integrations available compared to major CRM platforms with broad marketplace ecosystems.
Limited public API documentation makes custom integration work and data export planning more difficult than with better-documented competitors.
Generic CRM alternatives like HubSpot or Zoho offer lower entry costs and larger review communities, making them attractive when budget pressure outweighs vertical feature needs.

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 LeadSmart Channel Cloud objects map to Microsoft Dynamics 365 Sales

Each row shows how a LeadSmart Channel Cloud 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.

LeadSmart Channel Cloud

Lead

maps to

Microsoft Dynamics 365 Sales

Lead

1:1

Fully supported

LeadSmart Lead records migrate 1:1 to Microsoft Dynamics 365 Sales Lead. The Lead Status property from LeadSmart maps to the Dynamics 365 Lead Status field, and any Lead Source values are mapped against the destination picklist. Custom fields on LeadSmart Leads (industry-specific lead qualification fields for channel sales) are inventoried during scoping and mapped to custom fields on the Dynamics 365 Lead entity, or flagged for creation before import.

LeadSmart Channel Cloud

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

LeadSmart Contact records migrate 1:1 to Dynamics 365 Sales Contact. The Contact's Account lookup maps to the corresponding Account record imported from LeadSmart Companies. Any LeadSmart industry-specific custom fields on Contact (distributor relationship type, dealer tier, authorization status) migrate to custom fields on the Dynamics 365 Contact entity or to the related Account's custom fields depending on the customer's preference declared during scoping.

LeadSmart Channel Cloud

Account (Company)

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

LeadSmart Company records migrate 1:1 to Dynamics 365 Sales Account. LeadSmart models manufacturer-distributor-dealer hierarchies using Salesforce parent-account relationships; these map to the Dynamics 365 Account ParentAccountId lookup, preserving the multi-tier distribution channel structure. The Account Name, Website, Industry, and Address fields migrate directly. Deduplication is based on Account Name plus Website domain.

LeadSmart Channel Cloud

Opportunity (Deal)

maps to

Microsoft Dynamics 365 Sales

Opportunity

1:1

Fully supported

LeadSmart Opportunity records migrate 1:1 to Dynamics 365 Sales Opportunity. The LeadSmart dealstage property maps to Dynamics 365 Sales Process and Stage values. Each LeadSmart pipeline maps to a Dynamics 365 Sales Process (a Record Type plus stage configuration), which we provision in the destination org before migration begins. Closed-Won and Closed-Lost reason fields from LeadSmart custom fields map to the Dynamics 365 Opportunity Close comments and a custom Reason__c field.

LeadSmart Channel Cloud

Activities (Tasks and Events)

maps to

Microsoft Dynamics 365 Sales

Task and Event

1:1

Fully supported

LeadSmart Activity records (Tasks and Events from Salesforce Lightning) migrate to Dynamics 365 Task and Event. Task records preserve Status, Priority, ActivityDate, and Subject; Call subtype activities preserve CallDurationInSeconds and CallType in Task custom fields. Event records preserve StartDateTime, EndDateTime, Location, and duration. Both Task and Event are linked to the migrated Contact or Lead via the Regarding (RegardingObjectId) lookup resolved at migration time through parent-record lookup.

LeadSmart Channel Cloud

Partner Portal Records

maps to

Microsoft Dynamics 365 Sales

Account Contact Relationship

lossy

Mapping required

LeadSmart's Partner Collaboration Portal external partner records (linking internal Accounts to channel reps, brokers, dealers, and distributors) map to Dynamics 365 Account Contact Relationship records with a custom role field. We identify all Partner Portal users during scoping and route them through a separate import pathway that accounts for Dynamics 365 external user licensing and sharing model configuration. Role-specific fields (partner tier, authorization level, commission structure) migrate to custom fields on Account Contact Relationship. Partner Portal mobile access and visibility features have no direct Dynamics 365 equivalent and are documented as requiring configuration post-migration.

LeadSmart Channel Cloud

Marketing Campaigns

maps to

Microsoft Dynamics 365 Sales

Campaign

1:1

Mapping required

LeadSmart Campaign records migrate to Dynamics 365 Sales Campaign with Campaign Member status history preserved. Campaign Type, BudgetedCost, ActualCost, and StartDate/EndDate migrate directly. Custom marketing automation fields on Campaign are inventoried during scoping and mapped to custom fields on the Dynamics 365 Campaign entity. LeadSmart's campaign-linked Leads and Contacts migrate as Campaign Members with their original Member Status preserved.

LeadSmart Channel Cloud

Attachments and Documents

maps to

Microsoft Dynamics 365 Sales

Note and Attachment

1:1

Fully supported

LeadSmart Files and Attachments linked to Leads, Contacts, Accounts, and Opportunities migrate to Dynamics 365 Notes. File content and the parent record linkage are preserved. Large binary attachments (above the Dynamics 365 file size threshold) are chunked during transfer and re-linked to the same parent record. If the destination org uses SharePoint integration for document management, files are migrated to the corresponding SharePoint location with document library path mapping documented for the customer's admin.

LeadSmart Channel Cloud	Microsoft Dynamics 365 Sales	Compatibility
Lead	Lead1:1	Fully supported
Contact	Contact1:1	Fully supported
Account (Company)	Account1:1	Fully supported
Opportunity (Deal)	Opportunity1:1	Fully supported
Activities (Tasks and Events)	Task and Event1:1	Fully supported
Partner Portal Records	Account Contact Relationshiplossy	Mapping required
Marketing Campaigns	Campaign1:1	Mapping required
Attachments and Documents	Note and Attachment1:1	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.

LeadSmart Channel Cloud gotchas

Medium

LeadSmart Partner Portal external users use distinct sharing rules

Medium

Genius GPT and Genius Feed are proprietary AI objects with no migration path

Low

Custom fields added by LeadSmart may not map to standard CRM equivalents

Low

Annual vs monthly pricing affects migration timing decisions

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

LeadSmart Channel Cloud gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
Medium	LeadSmart Partner Portal external users use distinct sharing rules	High	Professional tier 15-table custom table limit blocks migrations
Medium	Genius GPT and Genius Feed are proprietary AI objects with no migration path	High	October 2024 pricing increase applies at renewal for all customers
Low	Custom fields added by LeadSmart may not map to standard CRM equivalents	Medium	Custom fields must be created in the UI before API writes
Low	Annual vs monthly pricing affects migration timing decisions	Medium	Power Platform request limits apply to bulk migrations
		Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

Partner Portal users require separate external user handling

LeadSmart's Partner Collaboration Portal grants external channel partners access to shared Leads and Opportunities via Salesforce Partner Portal licensing, which uses sharing-rule restrictions that differ from standard internal User records. Dynamics 365 Sales does not use the same Partner Portal licensing model. We identify Partner Portal users during scoping, apply a separate import pathway that maps partner relationship data to Dynamics 365 Account Contact Relationship records, and flag that external partner portal access requires separate provisioning via Dynamics 365 Portal or Microsoft Entra ID (Azure AD) external user licensing after migration. Failing to handle this separately leaves migrated Partner Portal records without correct sharing and access configuration.
Genius Feed and Genius GPT are proprietary AI records with no migration path

LeadSmart's AI layer (Genius Feed for proactive customer issue and growth opportunity records, and Genius GPT for sales strategy recommendations) stores records in a proprietary format tied to the platform's internal recommendation engine. Dynamics 365 Sales has no equivalent to these records. We migrate the underlying Lead, Contact, and Opportunity data that generated the insights, but the AI-generated insight records themselves are documented as excluded from scope with customer sign-off before migration begins. The customer should evaluate Dynamics 365 Copilot for Sales as a post-migration replacement for AI-assisted sales assistance.
Data structure mismatches between LeadSmart custom fields and Dynamics 365 fields

LeadSmart extends Salesforce with industry-specific custom fields for distributor and manufacturer workflows. These fields are documented in the field inventory during scoping, but their semantic equivalents in Dynamics 365 Sales vary. We flag unmapped custom fields and offer a post-migration cleanup option to either create matching custom fields in the destination org or archive the data in a supplementary export file. Dynamics 365 Sales supports custom fields from the first Sales Professional tier, so schema creation is not gated by licensing tier.
LeadSmart annual billing mid-cycle affects go-live timing

LeadSmart Channel Cloud is priced at $89 per user per month on annual commitment or $99 monthly. Customers on annual plans who migrate mid-cycle may not receive prorated refunds from LeadSmart for the unused term. We flag the billing cycle during the migration planning call so customers can coordinate the go-live date to minimize stranded prepaid costs. The customer should confirm their exact contract terms with LeadSmart before scheduling cutover.

Migration approach

Six steps for a successful LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales data migration

Discovery and scoping

We audit the source LeadSmart Channel Cloud instance across the Salesforce Lightning data model, cataloging all Leads, Contacts, Accounts, Opportunities, Activities, Partner Portal records, and any custom fields or custom objects. We identify Partner Portal users by their external sharing-rule profile and separate them from internal users. We inventory all custom fields on each standard object and map them to Dynamics 365 Sales field types. We confirm the customer's Dynamics 365 Sales edition (Sales Professional at $65/user or Sales Enterprise at $105/user) and verify that any required custom field capacity is available at that tier.
Schema design and Sales Process configuration

We design the destination schema in Dynamics 365 Sales. This includes provisioning any required custom fields on Lead, Contact, Account, and Opportunity; configuring Sales Processes that map to the LeadSmart pipeline and stage names; and setting up Account Contact Relationship records to represent the migrated Partner Portal roles. Account parent hierarchies (manufacturer-distributor-dealer chains) are preserved through the ParentAccountId relationship. We deploy the schema into a Dynamics 365 Sandbox via the Configuration Migration tool for validation before any data moves.
Sandbox migration and reconciliation

We run a full migration into the Dynamics 365 Sandbox using production-like data volume. The customer's admin reconciles record counts across all entities, spot-checks 25-50 records against the LeadSmart source for field-level accuracy, and validates that the Account parent hierarchy and Partner Portal role mapping are correct. Any mapping corrections happen here. The customer signs off the schema and mapping before we proceed to production migration.
Owner reconciliation and User provisioning

We extract every distinct LeadSmart Owner (sales rep, manager, admin) referenced on Leads, Contacts, Opportunities, and Activities and match by email against the Dynamics 365 destination org's User table. Partner Portal users (external reps, brokers, dealers) are mapped to Account Contact Relationship records rather than Dynamics 365 User records, and their portal access is flagged for provisioning via the customer's Entra ID external identity configuration after migration. Owners without a matching User go to a reconciliation queue for the customer's admin to provision before record import resumes.
Production migration in dependency order

We run production migration in record-dependency order: Accounts (from LeadSmart Companies with parent-account hierarchy resolved), Contacts (with AccountId resolved), Leads (with Lead Source and Status mapped), Opportunities (with AccountId, OwnerId, and Sales Process resolved), Activities (Tasks and Events via Dynamics 365 Data Migration Manager or API with chunking), Partner Portal role records (as Account Contact Relationship), Attachments (as Notes), and Campaigns (with Campaign Members). Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and rebuild handoff

We freeze LeadSmart writes during cutover, run a final delta migration of any records modified during the migration window, then enable Dynamics 365 Sales as the system of record. We deliver a written inventory of all LeadSmart Partner Portal configurations, custom fields, and any workflows or automations documented in scoping, with recommendations for rebuilding these in Dynamics 365. We support a one-week hypercare window where we resolve any reconciliation issues. We do not rebuild LeadSmart Partner Portal access configurations or custom workflows inside the migration scope; these require separate configuration work by the customer's Dynamics 365 admin or a Microsoft partner.

Platform deep dives

Context on both ends of the pair

LeadSmart Channel Cloud

Source

Strengths

Purpose-built channel sales CRM replacing spreadsheet-based partner management for distributors and manufacturers.
AI-enabled with Genius Feed and Genius GPT delivering proactive customer insights and sales recommendations.
Partner Collaboration Portal enables real-time lead and deal sharing with external reps, brokers, and dealers.
Built on Salesforce Lightning Platform providing enterprise security and infrastructure at a vertical price point.
Modular incremental deployment enables go-live within days rather than months of configuration.

Weaknesses

Small vendor with nine employees raises concerns about long-term product support and roadmap investment.
Limited public API documentation beyond standard Salesforce references makes integration planning opaque.
Thin third-party integration ecosystem compared to major horizontal CRM platforms.
Partner Portal external user licensing and sharing rules add complexity to data migration scoping.

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

	LeadSmart Channel Cloud Source	Microsoft Dynamics 365 Sales Destination
Strengths	Purpose-built channel sales CRM replacing spreadsheet-based partner management for distributors and manufacturers. AI-enabled with Genius Feed and Genius GPT delivering proactive customer insights and sales recommendations. Partner Collaboration Portal enables real-time lead and deal sharing with external reps, brokers, and dealers. Built on Salesforce Lightning Platform providing enterprise security and infrastructure at a vertical price point. Modular incremental deployment enables go-live within days rather than months of configuration.	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	Small vendor with nine employees raises concerns about long-term product support and roadmap investment. Limited public API documentation beyond standard Salesforce references makes integration planning opaque. Thin third-party integration ecosystem compared to major horizontal CRM platforms. Partner Portal external user licensing and sharing rules add complexity to data migration scoping.	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

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POPULAR MIGRATIONS

Migrate from LeadSmart Channel Cloud 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

LeadSmart Channel Cloud

Microsoft Dynamics 365 Sales

How LeadSmart Channel Cloud objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from LeadSmart Channel Cloud.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from LeadSmart Channel Cloud 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

LeadSmart Channel Cloud

Microsoft Dynamics 365 Sales

How LeadSmart Channel Cloud objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about LeadSmart Channel Cloud to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does a LeadSmart Channel Cloud to Dynamics 365 Sales migration take?

Do LeadSmart's Partner Portal configurations, workflows, and Genius Feed insights migrate to Dynamics 365?

What does a LeadSmart Channel Cloud to Dynamics 365 Sales migration typically cost?

We have a manufacturer-distributor-dealer Account hierarchy in LeadSmart. Does this structure transfer to Dynamics 365?

Can we keep LeadSmart's Genius Feed AI insights after migration?

What happens to our Partner Portal users who are external reps and dealers?

Our team is already using Microsoft 365. Does that simplify the migration?

Do we lose historical activity data (tasks, events, notes) during migration?

Related migrations to explore

Move from LeadSmart Channel Cloud. Land in Microsoft Dynamics 365 Sales , intact.

Move from LeadSmart Channel Cloud.
Land in Microsoft Dynamics 365 Sales , intact.