How long does a LeadTrac to Dynamics 365 Sales migration take?

Most LeadTrac to Dynamics 365 migrations complete within 72–96 hours of processing time for under 50,000 total records. Larger datasets exceeding 100,000 records, or LeadTrac implementations with extensive custom fields, extend the timeline to 5–10 business days. The longest single step is usually the schema setup and field-level diff validation in Dynamics 365—actual data migration runs are typically 4–8 hours per batch. A 24–48 hour delta-pickup window runs concurrently with go-live planning.

Will my LeadTrac workflows and automations migrate to Dynamics 365 Sales?

No. FlitStack AI migrates data and schema only—workflows, sequences, assignment rules, and DocuSign automation configurations do not transfer. LeadTrac's automation logic requires complete rebuild using Dynamics 365 workflow tools (Process Builder, Power Automate, or the newer Copilot Studio). We export your LeadTrac workflow definitions as a rebuild reference document, documenting each rule's trigger, conditions, and actions so your Dynamics 365 admin can recreate equivalent logic post-migration.

What happens to my LeadTrac leads in Dynamics 365 Sales?

LeadTrac leads migrate as Dynamics 365 Leads, preserving the original first name, last name, email, phone, company, lead source, and any custom field values. Lead status (Active, Qualified, Disqualified) maps to the Dynamics 365 Lead State Code and Status Reason. The original LeadTrac created date is preserved as a custom datetime field since Dynamics 365 CreatedOn reflects the migration timestamp. When a lead is qualified in Dynamics 365, the standard Lead-to-Contact-Account conversion process creates the related records.

Can I migrate LeadTrac custom fields to Dynamics 365 custom fields?

Yes. LeadTrac custom fields map to custom fields on the corresponding Dynamics 365 entity (Lead, Contact, Account, or Activity). Field data types are translated: text fields become Single-Line Text, number fields become Whole Number or Decimal, date fields become Date Time. Custom field schema names follow Dynamics 365 conventions with a publisher prefix. If you are on Sales Professional tier (15 custom table limit), we audit custom field count during scoping and flag the need for Enterprise licensing before migration begins.

How are LeadTrac owner assignments handled in Dynamics 365 Sales?

LeadTrac owner IDs are resolved by email matching against Dynamics 365 SystemUser records. If a LeadTrac owner email has no corresponding Dynamics 365 user, the record is flagged in a pre-migration discrepancy report. Your team creates the missing user account in Dynamics 365 or assigns a fallback owner. We do not leave any record ownerless. Owner history from LeadTrac is preserved as a custom text field on migrated records for audit continuity.

Does the migration affect my LeadTrac account during cutover?

No. FlitStack AI uses scoped read-only API access to extract data from LeadTrac—your team continues working in LeadTrac throughout the migration. A delta-pickup window (24–48 hours after the full migration run) captures any records created or modified in LeadTrac during the cutover period. Only records that change in LeadTrac after the delta window closes require manual re-entry in Dynamics 365. There is zero downtime for your LeadTrac users during the entire process.

What happens to my LeadTrac documents and DocuSign agreements?

LeadTrac document attachments (files uploaded to records) migrate as Notes with file attachments in Dynamics 365, preserving original filenames and MIME types. However, DocuSign envelope IDs and e-signature audit trails are LeadTrac-specific and do not transfer. Agreement metadata (document name, signers, completion timestamp) is migrated as a Note for reference, but the DocuSign workflow must be re-established in Dynamics 365 using Power Automate templates or the DocuSign connector for Microsoft 365. FlitStack does not handle the re-integration setup but provides documentation of each migrated agreement for your integration team.

What if I have duplicate records between LeadTrac and my existing Dynamics 365 data?

Our pre-migration audit compares LeadTrac records against your existing Dynamics 365 data using email address (for Contacts/Leads) and company name (for Accounts) as deduplication keys. Exact matches are flagged as duplicates and resolved per your instruction: skip the LeadTrac record, update the Dynamics 365 record, or create a net-new record regardless. Near-duplicates (slight spelling variations) are surfaced for manual review. Deduplication logic is configurable per object type and documented in the migration plan before the run executes.

LeadTrac to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

LeadTrac operates as a lead-tracking system optimized for prospecting pipelines, contact capture, and activity logging against leads. Its data model centers on Leads, Contacts, Companies, Activities, and Campaigns, with limited support for complex deal management. Microsoft Dynamics 365 Sales, built on Dataverse, uses Accounts, Contacts, Leads, Opportunities, and Activities with a structured sales process model supporting Business Units, Sales Processes, and custom tables. We map LeadTrac leads to Dynamics 365 Leads (for unqualified prospects) or Contacts under Accounts (for qualified relationships), preserving the LeadTrac owner resolution by email match to Dynamics 365 users. LeadTrac activities (calls, emails, notes) migrate as Dynamics 365 Activities with original timestamps. Custom fields from LeadTrac require custom field creation in Dynamics 365—particularly in Sales Professional tier where table limits apply. The migration uses scoped API extraction from LeadTrac, with field-level transformation and bulk upsert into Dynamics 365 via the Dataverse Web API, followed by a 24–48 hour delta-pickup window to capture in-flight changes during cutover. Workflows, automations, and DocuSign integration configurations do not migrate and must be rebuilt using Power Automate and Dynamics workflow tools.

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

LeadTrac

What's pushing teams away

Only 4 verified reviews on G2 with an average of 3.6 stars — the platform has a very small customer base, making peer validation and independent benchmarking difficult.
LeadTrac has no publicly documented API, meaning there is no programmatic export path; data extraction requires manual CSV pulls or vendor-assisted exports with no guarantee of completeness.
Users report lack of customization at the user level — configuration changes require administrative access or vendor involvement, limiting how fast a team can adapt the system to new workflows.
G2 alternatives lists name Clio Manage, Smokeball, and MyCase as top competitors — firms migrating typically cite wanting broader ecosystem integrations and stronger mobile access than LeadTrac offers.
No free trial and inconsistent published pricing across Capterra ($20/user/month) versus SoftwareAdvice ($39.95/month) creates hesitation during vendor evaluation.

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 LeadTrac objects map to Microsoft Dynamics 365 Sales

Each row shows how a LeadTrac 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.

LeadTrac

Lead

maps to

Microsoft Dynamics 365 Sales

Lead

1:1

Fully supported

LeadTrac leads map 1:1 to Dynamics 365 Leads. The Lead Status field (Active, Qualified, Disqualified) maps to the Dynamics 365 Lead Status Reason picklist. Lead scores or priority ratings from LeadTrac migrate as custom number fields on the Dynamics Lead entity.

LeadTrac

Lead (qualified status)

maps to

Microsoft Dynamics 365 Sales

Contact + Account

1:many

Fully supported

When a LeadTrac lead is marked as a customer or converted, it splits into a Dynamics 365 Contact (the person) and an Account (the company). The Account is created first, then the Contact is linked via the parentcustomerid lookup. LeadTrac company data populates the Account fields.

LeadTrac

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

LeadTrac contacts who are not part of a conversion event map directly to Dynamics 365 Contacts. If the contact has no associated company in LeadTrac, it creates a Contact without an AccountId—handled as a Contact under the default business unit.

LeadTrac

Company

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

LeadTrac companies map to Dynamics 365 Accounts with direct field transfers for name, industry, website, employee count, and annual revenue. Parent-company hierarchies in LeadTrac map to the Parent Account field in Dynamics 365, though circular references are flagged during validation to prevent infinite loops. If no parent exists in LeadTrac, the Account is created at the root level.

LeadTrac

Activity (call, email, meeting, note)

maps to

Microsoft Dynamics 365 Sales

Task / Email / Phone Call / Appointment

1:1

Fully supported

LeadTrac activity types split into Dynamics 365 activity entities: calls become Phone Calls, emails become Email activities, meetings become Appointments, and general notes become Notes. The 'regarding' field links each activity to the parent Lead, Contact, or Account record using the object ID.

LeadTrac

Campaign

maps to

Microsoft Dynamics 365 Sales

Campaign

1:1

Fully supported

LeadTrac campaigns migrate to Dynamics 365 Campaigns with direct field mapping for name, type, status, and budget amounts. Campaign members—leads or contacts added to the campaign—transfer as Campaign Response records linked to the Campaign. Campaign response history and member status are preserved in the response entity.

LeadTrac

Lead custom fields

maps to

Microsoft Dynamics 365 Sales

Custom fields on Lead

1:1

Fully supported

LeadTrac custom fields on leads require creation of custom fields on the Dynamics 365 Lead table. Field data type mapping is applied: text fields to Single-Line Text, number fields to Whole Number or Decimal, date fields to Date Time. Custom field schema names use the publisher prefix convention.

LeadTrac

Document / Attachment

maps to

Microsoft Dynamics 365 Sales

Note (with file attachment)

1:1

Fully supported

LeadTrac document attachments migrate as Notes with file attachments in Dynamics 365. Files are downloaded from LeadTrac storage and re-uploaded to Dynamics 365's default document storage or SharePoint if configured. Original filenames, MIME types, and file content are preserved during the transfer. Attachment size limits are validated before migration.

LeadTrac

Owner / User

maps to

Microsoft Dynamics 365 Sales

SystemUser

1:1

Fully supported

LeadTrac owner IDs resolve to Dynamics 365 System Users via email address matching. Unmatched owners are flagged before migration—these records are assigned to a fallback owner or held for manual resolution. Owner historical assignments are preserved in a custom field for audit continuity.

LeadTrac

LeadTrac settings (pipeline stages)

maps to

Microsoft Dynamics 365 Sales

Sales Process + Business Unit

1:1

Fully supported

LeadTrac pipeline stage configurations have no direct equivalent in Dynamics 365. We preserve stage names and order as a custom picklist field on the Opportunity. Full pipeline visualization requires Dynamics 365 Business Process Flow setup post-migration, which your admin configures based on the exported stage reference.

LeadTrac	Microsoft Dynamics 365 Sales	Compatibility
Lead	Lead1:1	Fully supported
Lead (qualified status)	Contact + Account1:many	Fully supported
Contact	Contact1:1	Fully supported
Company	Account1:1	Fully supported
Activity (call, email, meeting, note)	Task / Email / Phone Call / Appointment1:1	Fully supported
Campaign	Campaign1:1	Fully supported
Lead custom fields	Custom fields on Lead1:1	Fully supported
Document / Attachment	Note (with file attachment)1:1	Fully supported
Owner / User	SystemUser1:1	Fully supported
LeadTrac settings (pipeline stages)	Sales Process + Business Unit1:1	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.

LeadTrac gotchas

High

No public API means all data extraction is manual or vendor-dependent

Medium

Document and FlexNote export requires separate vendor access

Medium

Small review base and minimal independent benchmarks

Low

Custom Properties schema not externally documented

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

LeadTrac gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	No public API means all data extraction is manual or vendor-dependent	High	Professional tier 15-table custom table limit blocks migrations
Medium	Document and FlexNote export requires separate vendor access	High	October 2024 pricing increase applies at renewal for all customers
Medium	Small review base and minimal independent benchmarks	Medium	Custom fields must be created in the UI before API writes
Low	Custom Properties schema not externally documented	Medium	Power Platform request limits apply to bulk migrations
		Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

LeadTrac's lead-centric model lacks a direct opportunity construct

LeadTrac tracks leads and activities but has no native deal/opportunity management with stage probability, forecast category, or sales process modeling. Dynamics 365 Sales separates Leads (unqualified prospects) from Opportunities (qualified deals with revenue potential). When migrating a LeadTrac lead with deal-like data, that record routes to the Dynamics 365 Lead entity, and your team must manually qualify it to create an Opportunity with stage mapping. We preserve any LeadTrac 'deal amount' or 'expected close date' as custom fields on the Lead so the data is not lost—but Dynamics 365's Opportunity record creation is a separate workflow step post-migration.
Sales Professional tier caps custom tables at 15

Microsoft Dynamics 365 Sales Professional limits custom tables (entities) to 15. If your LeadTrac implementation uses more than 15 custom fields across entities, or if you need to create junction objects for complex relationships, you must upgrade to Sales Enterprise ($105/user/month) or Sales Premium ($150/user/month). We include a pre-migration schema audit that counts custom field requirements against your Dynamics 365 license tier and flags the upgrade requirement before data migration begins. Skipping this audit results in migration failures at the custom table creation step.
Owner resolution by email match fails for inactive LeadTrac users

Dynamics 365 Sales uses OwnerId (a reference to SystemUser) for record assignment. LeadTrac owner records resolve by email matching against Dynamics 365 users. If a LeadTrac owner email has no corresponding Dynamics 365 user account, that owner is flagged during the pre-migration audit. Records owned by unmatched users default to a fallback owner or are held for manual reassignment. This is particularly common when LeadTrac has been used by contractors or part-time staff who are not provisioned in the Microsoft 365 tenant that backs Dynamics 365.
Activity regarding lookups require parent records to exist first

Dynamics 365 activity entities (Task, PhoneCall, Email, Appointment) use the 'Regarding' lookup field to link to the parent record (Lead, Contact, or Account). This lookup is a hard dependency—if the parent record does not exist in Dynamics 365 at the time the activity is created, the activity insert fails. We sequence the migration to create parent records (Accounts, then Contacts/Leads) before activity records, using batch-ordered migration runs. Circular or orphaned activity references (where the parent Lead or Contact was deleted in LeadTrac) are logged and skipped with a reference list for manual review.
DocuSign agreement records and e-signature audit trails do not migrate

LeadTrac's native DocuSign integration stores executed agreements and e-signature audit trails within the LeadTrac environment. Dynamics 365 Sales does not have a native DocuSign integration at the CRM level—DocuSign connections are configured separately via the Dynamics 365 partner ecosystem or Power Automate templates. We migrate the agreement metadata (document name, signers, timestamp) as a Note attachment, but the DocuSign envelope ID and audit trail require re-initiation in Dynamics 365. Your team must re-send agreements for signature or configure a DocuSign-to-Dynamics integration post-migration.

Migration approach

Six steps for a successful LeadTrac to Microsoft Dynamics 365 Sales data migration

Extract LeadTrac data via scoped API access

We authenticate against LeadTrac using scoped read-only API credentials provided by your team. The extraction pulls all standard objects (Leads, Contacts, Companies, Activities, Campaigns) plus custom field definitions and values. LeadTrac's export capabilities are reviewed first—if API access is limited, we use the bulk export tool or direct database query where available. Extracted data is staged in our secure processing environment, and a record count reconciliation against LeadTrac's internal reports confirms completeness before transformation begins.
Audit Dynamics 365 destination environment and create custom fields

Before data transformation, we audit your Dynamics 365 Sales environment to identify existing Accounts, Contacts, and custom fields that may conflict or overlap with LeadTrac data. We create all required custom fields on the Lead, Contact, and Account entities based on the field mapping schema. If your Dynamics 365 license is Sales Professional, we perform a custom table count check against the 15-table limit and flag any upgrade requirement. A schema setup document is delivered for your admin's review and sign-off before migration proceeds.
Resolve owners and users by email matching

LeadTrac owner IDs are matched against Dynamics 365 user records by email address. Matched owners map directly to the OwnerId field on migrated records. Unmatched owners are listed in a pre-migration discrepancy report—your team either creates corresponding Dynamics 365 user accounts or designates a fallback owner before the migration run. No record migrates without a resolved owner or a documented fallback assignment. Owner history from LeadTrac is preserved as a custom text field for audit continuity.
Run sample migration with field-level diff

A representative sample (typically 100–500 records spanning Leads, Contacts, Accounts, and Activities) is migrated first. We generate a field-level diff showing source values from LeadTrac against destination values in Dynamics 365 for each record. You verify that lead status mapping, company-to-account resolution, activity regarding links, and owner assignments all match expectations. Field-level diff approval is required before the full migration run is scheduled. Sample migration also surfaces any data quality issues (duplicate records, missing required fields) that need pre-cleaning.
Execute full migration with delta-pickup window

The full migration run extracts remaining records from LeadTrac and bulk-upserts them into Dynamics 365 via the Dataverse Web API. Records are processed in dependency order: Accounts first (for parent lookups), then Contacts and Leads, then Opportunities and Activities. A delta-pickup window (typically 24–48 hours after the full run completes) captures any LeadTrac records created or modified during the cutover period. An audit log records every upsert operation with source record ID, destination record ID, and timestamp. One-click rollback reverts all migrated records if reconciliation against the LeadTrac source data fails.

Platform deep dives

Context on both ends of the pair

LeadTrac

Source

Strengths

Integrated Docusign workflow for electronic agreement sending, signing, and automatic import of completed documents into the record.
Unified platform covering lead intake, client management, debt and creditor tracking, settlement negotiation, and client communication in one subscription.
Web-based access means no on-premise installation; staff can access from any browser without dedicated client software.
Built-in client portal reduces inbound support calls by giving customers self-service access to case status and documents.
Per-user pricing model is predictable and accessible for small to mid-size law firms and debt settlement practices.

Weaknesses

No publicly documented API means programmatic data export is not available; all extraction requires vendor-assisted processes or manual CSV pulls.
Only 4 verified reviews on G2 with a 3.6-star average — a very small review base makes independent assessment of product reliability difficult.
Lack of customization at the user level reported by customers; administrative access or vendor involvement is required to change workflows or field configurations.
Inconsistent published pricing across different software directories (Capterra vs. SoftwareAdvice) suggests opaque or negotiated pricing with no public standard tier breakdown.
Limited information about mobile application availability; teams requiring native iOS or Android access may find LeadTrac unsuitable.

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

	LeadTrac Source	Microsoft Dynamics 365 Sales Destination
Strengths	Integrated Docusign workflow for electronic agreement sending, signing, and automatic import of completed documents into the record. Unified platform covering lead intake, client management, debt and creditor tracking, settlement negotiation, and client communication in one subscription. Web-based access means no on-premise installation; staff can access from any browser without dedicated client software. Built-in client portal reduces inbound support calls by giving customers self-service access to case status and documents. Per-user pricing model is predictable and accessible for small to mid-size law firms and debt settlement practices.	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	No publicly documented API means programmatic data export is not available; all extraction requires vendor-assisted processes or manual CSV pulls. Only 4 verified reviews on G2 with a 3.6-star average — a very small review base makes independent assessment of product reliability difficult. Lack of customization at the user level reported by customers; administrative access or vendor involvement is required to change workflows or field configurations. Inconsistent published pricing across different software directories (Capterra vs. SoftwareAdvice) suggests opaque or negotiated pricing with no public standard tier breakdown. Limited information about mobile application availability; teams requiring native iOS or Android access may find LeadTrac unsuitable.	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 LeadTrac and Microsoft Dynamics 365 Sales .

Overall complexity

Standard migration

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

Object compatibility
A
All 8 core objects map 1:1 between LeadTrac 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
LeadTrac: Not publicly documented.
Data volume sensitivity
B
LeadTrac doesn't expose a bulk API — REST + parallelization used for high-volume runs.

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

Migrate from LeadTrac 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

LeadTrac

Microsoft Dynamics 365 Sales

How LeadTrac objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful LeadTrac to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your LeadTrac to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about LeadTrac to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from LeadTrac.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from LeadTrac 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

LeadTrac

Microsoft Dynamics 365 Sales

How LeadTrac objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful LeadTrac to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your LeadTrac to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about LeadTrac to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does a LeadTrac to Dynamics 365 Sales migration take?

Will my LeadTrac workflows and automations migrate to Dynamics 365 Sales?

What happens to my LeadTrac leads in Dynamics 365 Sales?

Can I migrate LeadTrac custom fields to Dynamics 365 custom fields?

How are LeadTrac owner assignments handled in Dynamics 365 Sales?

Does the migration affect my LeadTrac account during cutover?

What happens to my LeadTrac documents and DocuSign agreements?

What if I have duplicate records between LeadTrac and my existing Dynamics 365 data?

Related migrations to explore

Move from LeadTrac. Land in Microsoft Dynamics 365 Sales , intact.

Move from LeadTrac.
Land in Microsoft Dynamics 365 Sales , intact.