Migrate from MARS to Microsoft Dynamics 365 Sales

Discovery and source audit

We audit the source MARS environment across standard objects (Contacts, Companies, Deals, Activities), custom field definitions, pipeline and stage configuration, owner list, and activity record volumes. The discovery output is a written migration scope document listing every MARS object, record counts per object, custom field mapping candidates, and the proposed Dynamics 365 entity and field schema. We also confirm the Dynamics 365 edition and license count needed to receive the migrated data.

Destination schema design and field mapping matrix

We design the Dynamics 365 destination schema based on the audit findings. This includes creating custom fields on Contact, Account, and Opportunity that correspond to MARS custom properties, configuring Sales Processes and Stages to match the MARS pipeline structure, and building the field mapping matrix that governs every transform during migration. The schema deploys into a Dynamics 365 Sandbox environment first for validation against real data before production migration begins.

Data profiling and quality remediation

We profile the MARS export data for duplicates, missing required fields, inconsistent date formats, and orphaned activity records. We generate a data quality report and share it with the customer's admin before building transform logic. The customer decides which records to suppress, correct, or accept as-is. This step prevents Dynamics 365 validation failures from blocking the migration and reduces post-migration cleanup hours significantly.

Sandbox migration and reconciliation

We run a full migration into the Dynamics 365 Sandbox using production data volumes. The customer's Dynamics 365 admin reviews record counts, spot-checks 25-50 records against the MARS source for field accuracy, and signs off on the schema and field mapping before we proceed to production. Any mapping corrections or validation rule adjustments happen in the Sandbox, not in the live org.

Production migration in dependency order

We execute production migration in record-dependency order: Accounts (from MARS Companies), Contacts (with AccountId resolved), Opportunities (with AccountId, OwnerId, and stage resolved), Activities (emails, calls, meetings, tasks via batched API inserts). Each phase emits a reconciliation row-count report before the next phase begins. Owner resolution against the Dynamics 365 User table happens before any record phase to ensure OwnerId references are satisfied at insert time.

Cutover, validation, and automation inventory handoff

We freeze MARS writes during the cutover window, run a final delta migration of records modified during migration, then mark Dynamics 365 as the system of record. We deliver the automation inventory document listing every MARS workflow and sequence with its recommended Dynamics 365 Power Automate replacement to the customer's admin team. We support a one-week post-cutover hypercare window for reconciliation issues raised by the sales team.