Migrate from Link app to Microsoft Dynamics 365 Sales

Link App Client records map directly to Dynamics 365 Contacts. The Contact's primary Account (Law Firm) resolves by email domain match to the corresponding Dynamics 365 Account record. Clients without a firm affiliation land as Contacts with no AccountId and are flagged for manual review.

Link App law firm and client organization records map to Dynamics 365 Accounts with comprehensive field preservation. The Account's physical address, industry classification (Legal Services), and employee count transfer directly as standard Dynamics 365 fields. Parent-account hierarchies in Link App map to the Account.ParentId field to maintain organizational structure in the target CRM.

Link App Matters have no direct Dynamics 365 equivalent. We create a custom Matter__c Dataverse table linked to the Account (client firm) and Contact (responsible attorney). Matter fields (type, status, open date, close date, billing arrangement) map to custom columns on the Matter__c table. If the firm uses a deal-centric view, Matters can alternatively map to Opportunities with a Matter_Type__c custom field.

Link App message threads are flattened into Dynamics 365 Activities. Each message in a thread becomes a separate Task (for non-email messages) or an Email activity with the original sent-at timestamp and participant list preserved. Thread context is maintained by linking all activities to the same Matter__c record. Attachments on messages re-upload as Note attachments.

Link App documents and file uploads migrate as Dynamics 365 Notes (annotations) attached to the parent Contact, Account, or Matter__c record matching the Link App context. File size limits follow Dataverse constraints. We re-upload documents to SharePoint if your Dynamics 365 environment uses SharePoint integration.

Link App user accounts resolve to Dynamics 365 users by email address match. The Link App user role (Attorney, Paralegal, Admin) maps to a corresponding Dynamics 365 Security Role assigned by your admin. Unmatched users are flagged and can be invited to Dynamics 365 before the migration runs.

Link App matter status values map to a custom pick-list on the Matter__c table. Each value translates by name (Open → Open, Pending → Pending Review, Closed → Closed Won/Lost). Status-change timestamps are preserved as custom datetime fields on the Matter__c record.

Link App custom fields (e.g., Court_District__c, Billing_Arrangement__c, Referred_By__c) are read from the Link App schema export and created as matching Dataverse columns on the appropriate table. Field type is inferred from the data (text, picklist, date, number) and validated against Dynamics 365 column-type constraints.

Link App billing and invoice records have no direct Dynamics 365 Sales equivalent — Dynamics 365 Sales is a CRM, not a billing system. We preserve billing records as a custom Billing__c table linked to Matter__c and Contact for reference. If the firm uses Dynamics 365 Business Central for accounting, we surface the mapping for ERP integration.

Link App tags that categorize matters across practice areas such as Family Law, Litigation, Corporate, and Immigration migrate as a custom Practice_Area__c pick-list on the Matter__c table. Contact-level tags and classifications map to a custom Contact_Type__c pick-list on the Contact record. We deduplicate tag values during migration to prevent redundant pick-list options in the target system.