CRM migration
Field-level mapping, validation, and rollback between Livespace CRM and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
Livespace CRM
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
6 of 8
objects map 1:1 between Livespace CRM and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Livespace CRM to Microsoft Microsoft Dynamics 365 Sales is a migration from a process-first CRM built around configurable Spaces to an enterprise-grade sales platform with Record Types, Sales Processes, and deep Microsoft 365 integration. Livespace organizes Deals within Spaces that model each team's non-linear sales process; Microsoft Dynamics 365 Sales uses Record Types and Sales Processes to scope pipeline stages per line of business. We map each Livespace Space to a Dynamics 365 Record Type, flatten multi-Space structures where the destination uses a single pipeline model, and preserve Deal-stage histories and custom field values through the transition. A key constraint on the source side: Livespace's REST API requires SHA1-signed requests with rotating session tokens and is gated behind the Automation tier, so Base-plan accounts cannot export programmatically at all. Attachments stored in Livespace's application layer are not accessible via the public API and must be downloaded manually. Email sequences have no API endpoint and must be rebuilt by the customer's admin post-migration.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Livespace CRM platform overview
Scorecard, SWOT, gotchas, and pricing for Livespace CRM.
Destination platform
Microsoft Dynamics 365 Sales platform overview
Scorecard, SWOT, gotchas, and pricing for Microsoft Dynamics 365 Sales .
Data migration guide
The complete Microsoft Dynamics 365 Sales migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Microsoft Dynamics 365 Sales migration checklist
Pre- and post-cutover tasks for moving onto Microsoft Dynamics 365 Sales .
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Livespace CRM 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.
Livespace CRM
Person (Contact)
Microsoft Dynamics 365 Sales
Contact
1:1Livespace Persons map directly to Microsoft Dynamics 365 Sales Contacts. Standard fields (full name, email, phone, address) transfer 1:1. Custom Person fields discovered via the Get custom fields endpoint map to typed Dynamics 365 fields. Livespace's lifecycle-stage property transfers as a custom field contact_livespace_lifecycle__c. Note: Dynamics 365 Contacts require a primary Account; any Livespace Person without a linked Company requires a placeholder Account record or explicit linking decision during scoping.
Livespace CRM
Company
Microsoft Dynamics 365 Sales
Account
1:1Livespace Companies map directly to Microsoft Dynamics 365 Sales Accounts. The company name becomes the Account Name field used as the dedupe key during import. Company domain or website maps to the Account Website field. We create Account records before Contact import so that the AccountId lookup is satisfied at the moment of Contact insert.
Livespace CRM
Deal
Microsoft Dynamics 365 Sales
Opportunity
1:1Livespace Deals map to Microsoft Dynamics 365 Sales Opportunities. Deal value maps to EstimatedRevenue, close date maps to CloseDate, and owner maps to OwnerId via email-matched User lookup. Closed-Lost and Closed-Won status from Livespace translates to Opportunity StageName values that we configure in the target Sales Process.
Livespace CRM
Space
Microsoft Dynamics 365 Sales
Record Type + Sales Process
lossyLivespace Spaces define separate pipeline environments. Each Space maps to a Dynamics 365 Record Type on Opportunity with a corresponding Sales Process that scopes the allowed stage values per pipeline. Where the destination org uses a single unified pipeline model, we flatten multiple Spaces into separate Record Types rather than attempting a direct 1:1 Space-to-Opportunity mapping, preserving the team-level process separation Livespace modelled.
Livespace CRM
Deal Stage
Microsoft Dynamics 365 Sales
Opportunity Stage
lossyEach Livespace pipeline stage maps to a Dynamics 365 StageName value in the configured Sales Process. Stage probability percentages migrate from Livespace to stage probability weights in Dynamics 365. Custom stage-specific fields on Deals become Opportunity fields that we pre-create in the target schema before migration.
Livespace CRM
Task
Microsoft Dynamics 365 Sales
Task
1:1Livespace Tasks assignable to Deals or Persons map to Dynamics 365 Tasks. Task status, priority, due date, body text, and owner all transfer. Completed versus open task states are preserved. Bulk creation uses ExecuteMultipleRequest batched requests against the Dynamics 365 Web API to stay within service protection limits.
Livespace CRM
User
Microsoft Dynamics 365 Sales
User
1:1Livespace Users (licensed seats) map to Dynamics 365 User records by email match. User-to-deal ownership transfers as OwnerId references. We do not migrate password hashes or two-factor authentication settings. Users without a matching Dynamics 365 User record go to a reconciliation queue for admin provisioning before record import continues.
Livespace CRM
Custom Fields
Microsoft Dynamics 365 Sales
Custom Fields
1:1Livespace custom fields on Persons, Companies, and Deals are discovered via the Get custom fields endpoint at the start of every migration. We read the full schema before mapping, including field type, required/optional status, and picklist values. Date formats from Livespace may require timezone normalization for Dynamics 365 Dataverse storage. Picklist values are mapped to Dynamics 365 Option Set values explicitly rather than relying on string matching.
| Livespace CRM | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Person (Contact) | Contact1:1 | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Space | Record Type + Sales Processlossy | Fully supported | |
| Deal Stage | Opportunity Stagelossy | Fully supported | |
| Task | Task1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Custom Fields | Custom Fields1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Livespace CRM gotchas
API requires rotating session tokens with SHA1 signing
Attachment files are not exposed via the public API
Email sequences have no API — automation data is not migratable programmatically
Custom field schema differs per account and requires pre-migration schema discovery
Duplicate detection only available on Automation tier and above
Microsoft Dynamics 365 Sales gotchas
Professional tier 15-table custom table limit blocks migrations
October 2024 pricing increase applies at renewal for all customers
Custom fields must be created in the UI before API writes
Power Platform request limits apply to bulk migrations
Activity records orphaned to inactive owners fail silently
Pair-specific challenges
Migration approach
Discovery and tier verification
We audit the source Livespace account to confirm the plan tier (Automation or above required for API access), enumerate Spaces, custom fields, pipeline stages, and user count. We check whether duplicate detection is enabled on the source account. On the destination side, we confirm the Microsoft Dynamics 365 Sales edition, existing Record Types, Sales Processes, and active user count. The discovery output is a written migration scope document that explicitly calls out any manual pre-migration steps (attachment download, sequence inventory) required before migration day.
Credential setup and SHA1 token infrastructure
We configure the migration tool with Livespace API credentials (API Key, Auth Token, API Secret) and set up the SHA1 signing routine for every request. We test session token acquisition and verify a small read request against each core endpoint (Persons, Companies, Deals, Tasks, Users) before proceeding. If the account is on Base tier, we escalate immediately and pause migration scope until the customer confirms upgrade or provides a manual export file.
Source schema discovery and custom field mapping
We call Livespace's Get custom fields endpoint to retrieve the full schema for Persons, Companies, and Deals before mapping any records. We capture field names, types, required status, and picklist values. Date formats are normalized to ISO 8601 with UTC timezone for Dataverse compatibility. The custom field mapping document is shared with the customer's Dynamics 365 admin for confirmation before we deploy the target schema.
Destination schema configuration
We configure the Dynamics 365 target environment: we pre-create any missing custom fields (typed to match the Livespace schema), configure one Record Type per Livespace Space with a corresponding Sales Process, set stage probability weights, and configure Page Layouts per Record Type. Schema deployment uses the Dataverse Web API or a sandbox-to-production approach validated before production migration begins.
Sandbox migration and reconciliation
We run a full migration into a Dynamics 365 Sandbox environment using production-like data volume. The customer's admin and RevOps lead reconcile record counts (Persons in, Companies in, Deals in, Tasks in), spot-check 20-40 random records against the Livespace source, and sign off the schema and mapping before production migration begins. Mapping corrections identified at this stage happen in sandbox, not in production.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from Livespace Companies), Contacts (with AccountId resolved), Opportunities (with RecordTypeId, Sales Process, OwnerId, and Space-derived pipeline assignment resolved), Tasks. Each phase emits a row-count reconciliation report before the next phase begins. We use ExecuteMultipleRequest batched requests against the Dataverse Web API with exponential backoff on service protection limit responses.
Cutover and automation handoff
We freeze writes in Livespace during the cutover window, run a final delta migration of any records modified during the migration, then enable Microsoft Dynamics 365 Sales as the system of record. We deliver the written email sequence inventory to the customer's admin for manual rebuild. We provide a one-week post-cutover reconciliation window to resolve record-level issues reported by the sales team. Workflows, automations, and sequences are not rebuilt as part of the migration scope; they are documented for the admin to handle separately.
Platform deep dives
Livespace CRM
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Livespace CRM and Microsoft Dynamics 365 Sales .
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Livespace CRM: Not publicly documented in Livespace's developer documentation — rate limit behaviour must be empirically characterised per account during migration scoping.
Data volume sensitivity
Livespace CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Livespace CRM to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
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