CRM migration
Field-level mapping, validation, and rollback between Marketing 360 and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
Marketing 360
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
5 of 8
objects map 1:1 between Marketing 360 and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Marketing 360 to Microsoft Microsoft Dynamics 365 Sales is a structural migration from an all-in-one SMB marketing platform into a modular enterprise CRM built on Dataverse. Marketing 360 exports Contacts via paginated CRM API reads rather than a bulk export endpoint, which requires parallel worker sequencing to handle large contact databases. The destination Contact entity maps from the Marketing 360 contact record with custom fields, tags, assignees, and status taxonomy all preserved as typed Dataverse columns. UXi website export produces XML of Posts, Pages, Testimonials, and Media but does not include layout files or root-domain hosted assets—these require a separate site rebuild workstream. Automation journeys and payment processing configuration do not live in the CRM export and are handled as manual rebuild and reconfiguration workstreams 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
Marketing 360 platform overview
Scorecard, SWOT, gotchas, and pricing for Marketing 360.
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 Marketing 360 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.
Marketing 360
Contact
Microsoft Dynamics 365 Sales
Contact or Lead (split by lifecycle intent)
1:manyMarketing 360 Contacts with lifecycle stages indicating early funnel (subscriber, lead, marketing qualified) map to Dynamics 365 Lead. Contacts at sales-engaged stages (SQL, opportunity, customer) map to Dynamics 365 Contact with a lookup to the Account derived from the Company name. We preserve the original Marketing 360 lifecycle stage in a custom Dataverse column for reporting continuity.
Marketing 360
Company
Microsoft Dynamics 365 Sales
Account
1:1Marketing 360 Company records map to Dynamics 365 Account. The company domain becomes the Account Website field. Account is provisioned before any Contact or Lead import so that the AccountId lookup is satisfied at insert time. The dedupe key is the company domain or an explicit customerId where present.
Marketing 360
Deal
Microsoft Dynamics 365 Sales
Opportunity
1:1Marketing 360 Deals map to Dynamics 365 Opportunity. The dealstage property maps to StageName using a sales process configured in Dataverse before migration. Closed-won and closed-lost reason custom properties migrate to the Dynamics 365 standard reason fields or to custom columns if the deal used non-standard disposition values.
Marketing 360
Custom Fields
Microsoft Dynamics 365 Sales
Dataverse custom columns
1:1Marketing 360's Custom Fields API exposes id-value pairs per contact. We provision matching Dataverse columns (with appropriate data types: string, integer, decimal, datetime, boolean, choice) before migration. Field required flags, default values, and any business rules from the source are documented and flagged as needing reconfiguration in the Dynamics 365 form designer post-migration.
Marketing 360
Tags
Microsoft Dynamics 365 Sales
MultiSelect Choice column or custom choice table
lossyMarketing 360 tag arrays (id and tag name per contact) require a choice-based representation in Dataverse. We extract the full tag taxonomy during scoping and create either a MultiSelect Choice column or a custom choice table in Dataverse, depending on tag count. Segments used for marketing list membership are flagged for manual re-creation in Dynamics 365 Customer Insights Journeys or a comparable marketing tool.
Marketing 360
Assignees
Microsoft Dynamics 365 Sales
User (Owner lookup)
1:1Assignee data nested under Marketing 360 contact records (username, fullName, email) is extracted as an owner reference. We resolve each assignee by email match against the Dataverse User table in the destination org. Unresolved assignees are assigned to a migration service account and flagged for the customer's admin to provision matching Users before the records go live.
Marketing 360
Statuses and Types
Microsoft Dynamics 365 Sales
Custom Choice columns on Contact
lossyMarketing 360 uses arbitrary name-id pairs for contact Status and Type, distinct from lifecycle stage. We extract the full taxonomy from the CRM API, create matching Choice columns on the Contact entity in Dataverse, and populate the values during migration. The customer decides whether these become required or optional fields during the scoping review.
Marketing 360
Website Posts and Pages
Microsoft Dynamics 365 Sales
SharePoint document library or replacement CMS
1:1The UXi export tool produces XML containing Post and Page content, categories, and tags. Layout files, theme configuration, and media assets hosted on the root domain are not included. We extract text content and media references from the XML and import them into a SharePoint document library or a replacement CMS. The site layout rebuild is a separate workstream outside CRM migration scope.
| Marketing 360 | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Contact | Contact or Lead (split by lifecycle intent)1:many | Fully supported | |
| Company | Account1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Custom Fields | Dataverse custom columns1:1 | Fully supported | |
| Tags | MultiSelect Choice column or custom choice tablelossy | Fully supported | |
| Assignees | User (Owner lookup)1:1 | Mapping required | |
| Statuses and Types | Custom Choice columns on Contactlossy | Mapping required | |
| Website Posts and Pages | SharePoint document library or replacement CMS1:1 | 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.
Marketing 360 gotchas
UXi website export does not include layout files
Automation journeys are not accessible via API
Bulk contact export requires pagination over the CRM API
Payments configuration is outside the CRM data model
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 API audit
We audit the Marketing 360 CRM API for contact volume, custom field count, Company and Deal records, and assignee taxonomy. We inventory all active automation journeys (for documentation purposes only), the UXi content export scope, and any payment configuration that needs a separate workstream. We also identify the target Microsoft Dynamics 365 Sales edition and verify the destination Dataverse environment is provisioned with sufficient storage and user capacity for migration.
Schema provisioning in Dataverse
We provision the destination schema in the target Dataverse environment before any data moves. This includes custom columns for Marketing 360 tags, statuses, and types as Dataverse Choice or MultiSelect Choice columns, custom columns for any Marketing 360 custom fields, and the Account lookup on Contact and Lead. The Lead-Contact lifecycle split rule is defined during this phase based on the customer's contact lifecycle stage taxonomy and documented in the migration scope.
Sandbox test migration and reconciliation
We run a full migration into a Dynamics 365 Sandbox using production-like data volumes. The customer's RevOps lead reconciles record counts across Contact, Lead, Account, and Opportunity objects, spot-checks 25-50 records against the Marketing 360 source, and validates that tag memberships and custom field values transferred correctly. Mapping corrections happen in the sandbox before production migration begins.
Owner and assignee resolution
We extract every distinct Marketing 360 assignee referenced on Contact, Company, and Deal records and match by email against the Dataverse User table. Assignees without a matching User record go to a reconciliation queue for the customer's admin to provision. This step must resolve before record import because OwnerId is required on most Dataverse standard objects and determines which sales rep sees the record in Dynamics 365 views.
Production migration in dependency order
We run production migration in dependency sequence: Accounts (from Companies), then Leads and Contacts with AccountId and OwnerId resolved, then Opportunities with AccountId, OwnerId, and StageName resolved, then Custom Fields and Tags applied as column updates, then Activities (Tasks, Notes) via Dataverse API with batch chunking. Each phase emits a reconciliation count report before the next phase begins. UXi website content is exported as XML and media references are downloaded in parallel.
Cutover, validation, and automation rebuild handoff
We freeze Marketing 360 writes during cutover, run a final delta migration of any records modified during the migration window, then mark Microsoft Dynamics 365 Sales as the system of record. We deliver the active automation journey inventory to the customer's admin team for Power Automate rebuild and the UXi content extraction package for the customer's web team. We support a one-week hypercare window for reconciliation issues. Workflow rebuild, payment reconfiguration, and site rebuild are outside migration scope.
Platform deep dives
Marketing 360
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Marketing 360 and Microsoft Dynamics 365 Sales .
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Marketing 360 and Microsoft Dynamics 365 Sales .
Object compatibility
All 8 core objects map 1:1 between Marketing 360 and Microsoft Dynamics 365 Sales .
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
Marketing 360: Not publicly documented by Marketing 360.
Data volume sensitivity
Marketing 360 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 Marketing 360 to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
Walk through your Marketing 360 to Microsoft Dynamics 365 Sales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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