Migrate from LocaliQ to Microsoft Dynamics 365 Sales

Discovery and LocaliQ data access coordination

We audit the LocaliQ account across Dash Leads, Contacts, Companies, Campaigns, custom properties, pipeline stages, and any connected ad accounts. Because LocaliQ has no documented bulk-export API, we coordinate authenticated API access with the customer's LocaliQ credentials and identify which record types require dashboard export. We inventory all custom fields, their data types, and usage frequency. The discovery output is a written migration scope specifying exact LocaliQ record types, extraction method per object, and Microsoft Dynamics 365 Sales edition recommendation based on record volume.

Microsoft Dynamics 365 Sales schema design

We design the destination schema in Microsoft Dynamics 365 Sales including custom fields on Lead, Contact, and Account (mapped from LocaliQ custom properties), Opportunity stages configured to match LocaliQ pipeline stages, and any custom entities if the customer requires them. We configure field-level security and validation rules. Schema is deployed to a Dynamics 365 Sandbox for validation before production migration. We also configure the Outlook integration, Teams collaboration settings, and SharePoint document management location during this phase.

Data extraction and quality cleansing

We extract Leads, Contacts, and Companies from LocaliQ using the coordinated API access and dashboard exports. Because LocaliQ has no bulk-export API, this step involves structured exports per object type. We run data quality checks: deduplication on email address, validation of required fields (name, email, phone), and flagging of records with missing owner assignments. Any records without an assignable owner are held in a reconciliation queue for the customer's admin to resolve.

Sandbox migration and reconciliation

We run a full migration into the Dynamics 365 Sandbox using production-like data volume. The customer's sales operations lead reconciles record counts (Leads in, Contacts in, Accounts in), spot-checks 20-40 random records against the LocaliQ source data, and signs off the schema and mapping before production migration begins. Any mapping corrections and field type adjustments happen in Sandbox, not production.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from LocaliQ Companies), Contacts (with parentaccountid resolved), Leads (with Dash AI-scored attributes preserved as custom fields), Campaigns (with budget and status metadata), and finally custom field data. We use Microsoft Dynamics 365 Sales Dataverse API with batch chunking and exponential backoff on rate limit responses. Each phase emits a row-count reconciliation report before the next phase begins.

Cutover, validation, and handoff

We freeze LocaliQ data writes during cutover, run a final delta migration of any records modified during the migration window, then enable Microsoft Dynamics 365 Sales as the system of record. We deliver the AI agent configuration inventory and automation workflow inventory to the customer's admin team for rebuild planning. We do not rebuild LocaliQ workflows as Power Automate flows inside the migration scope; that is a separate engagement. We support a five-day hypercare window where we resolve any reconciliation issues raised by the customer's sales team.