Migrate from Less Paper Co. to Microsoft Dynamics 365 Sales

Less Paper Co. customer records map directly to Dynamics 365 Sales Account entities. Company name maps to Account.Name, address fields map to Address1 composite fields, and phone/email contact info is extracted and mapped to the primary Contact record linked to the Account.

Customer contact individuals in Less Paper Co. map to Dynamics 365 Sales Contact records. The Contact is linked to the Account via the Parent Customer ID lookup. For customers with multiple contacts, each contact is created separately and associated with the primary Account.

Less Paper Co. work orders map to Dynamics 365 Sales Opportunity entities. The work order number becomes the Opportunity name, the estimated or quoted amount maps to EstimatedRevenue, and the service status maps to a custom Opportunity Stage field. Historical work orders used for reporting are migrated as closed Opportunities.

Each line item on a Less Paper Co. work order (labor, parts, materials) is split into a separate Opportunity Product record linked to the parent Opportunity. Product2 records are created for service descriptions that do not yet exist in Dynamics, with pricing carried over from Less Paper Co.'

Less Paper Co. service type classifications (e.g., HVAC repair, electrical, plumbing) are preserved as a custom picklist field (Service_Type__c) on the Opportunity. Each unique service type also creates a corresponding Product2 record in Dynamics for line-item consistency. Picklist values are defined in the Dynamics option set for Service_Type__c, mapping each to a Product2 category for reporting. New service types not yet in Dynamics are provisioned as Product2 entries.

Technician names in Less Paper Co. are resolved by email match to Dynamics 365 Sales User records. Unmatched technicians are flagged before migration. Assigned technician is stored in custom fields (Primary_Technician__c, Secondary_Technician__c) on the Opportunity for historical reference. We use the technician-to-email mapping file you provide to resolve each name; names without email are stored as plain text, which excludes them from Dynamics workload reports but retains historical assignment data.

Scheduling data in Less Paper Co. migrates to custom datetime fields (Scheduled_Start__c, Scheduled_End__c, Travel_Time_Minutes__c) on the Opportunity. If Dynamics 365 Field Service is active, Bookable Resource Bookings are created using the Schedule Board API for each work order slot. These fields keep start and end timestamps, preserving the scheduling window even without Field Service. When Field Service is active, each slot creates a Bookable Resource Booking with travel info.

Paid invoices from Less Paper Co. migrate as custom fields (Original_Invoice_Number__c, Amount_Paid__c, Payment_Date__c) on the related Opportunity. If Dynamics 365 Sales Professional or higher is used for billing, Order and Invoice records are generated from closed-won Opportunities. These custom fields retain the original invoice number, paid amount, and payment date, enabling historical financial reporting in Dynamics without requiring the Order-to-Invoice flow.

Any custom properties defined in Less Paper Co. (e.g., property condition notes, equipment serial numbers, special instructions) are mapped to custom columns on the Opportunity table in Dynamics 365 Sales. Column names are normalized to remove special characters and appended with __c per Dataverse convention.

Text notes on Less Paper Co. work orders migrate as Dynamics 365 Sales Note records attached to the parent Opportunity. File attachments (photos, signed documents) are re-uploaded to SharePoint or Dynamics 365 native file storage and linked via the Annotation entity.