Migrate from Mautic to Microsoft Dynamics 365 Sales

Mautic Contacts with no company association or early lifecycle stage (e.g., visitor, subscriber) map to Salesforce Lead in Microsoft Dynamics 365 Sales . Mautic Contacts with an associated company and sales-engaged behavior (e.g., sales qualified, opportunity) map to Salesforce Contact tied to an Account. We compute the split at migration time using Mautic's stage, points, and company association fields as signals. Original Mautic lifecycle stage and point score are preserved in custom fields (mautic_stage__c, mautic_points__c) on both Lead and Contact for reporting continuity.

Mautic Company records map directly to Microsoft Dynamics 365 Sales Account. Mautic allows a single contact to associate with multiple companies; Microsoft Dynamics 365 Sales models this through a primary Account lookup on Contact plus Account Contact roles. We resolve multi-company contacts by designating the most recently updated company as the primary Account and preserving secondary associations in a custom junction entity (Account_Contact_Role__c) so no relationship data is lost.

Mautic Deals map to Microsoft Dynamics 365 Sales Opportunity. Deal name becomes Opportunity Name, deal amount maps to Amount, deal stage maps to Opportunity StageName, and the deal owner email resolves to the Dynamics 365 User. If the Mautic deal has an associated contact and company, we link the Opportunity to the resolved Account and Contact after those records are created. Closed-won and closed-lost deal outcomes map to the corresponding Opportunity stage.

Mautic Stages (Lead, MQL, SQL, Customer) map to a combination of Dynamics 365 Lead Status values and a custom Opportunity stage set. We create a custom Stage mapping table during schema design that respects the customer's existing Mautic stage naming. Stage order and probability percentages transfer as custom fields on the Lead object and as stage probabilities on Opportunity.

Mautic's point-based scoring has no direct Microsoft Dynamics 365 Sales equivalent. We migrate point values into a custom integer field mautic_points__c on Lead and Contact. If the customer uses Mautic point groups, we document the group thresholds as custom field metadata. Microsoft Dynamics 365 Sales Premium ($150/user/mo) includes sales intelligence scoring as a replacement layer post-migration.

Mautic Tags are flat string labels that can apply to contacts, companies, and deals. We export all distinct tags as a value set and map them to a Dynamics 365 custom multi-select picklist field on the applicable object. Tags used for deal classification migrate as a custom picklist on Opportunity. If tag cardinality exceeds Dynamics 365 picklist limits, we use a custom tag-assignment junction entity instead.

Mautic Campaigns are automation workflows that include contact membership. We export campaign definitions and contact membership lists. In Microsoft Dynamics 365 Sales , Campaign becomes a Campaign record with CampaignMembers linking the resolved Lead or Contact. Campaign membership dates migrate as the CampaignMember response date. The automation logic within Mautic Campaigns (triggers, delays, actions) is documented as a written rebuild inventory for Microsoft Dynamics 365 Sales Workflow or Power Automate; it does not migrate as executable code.

Mautic Segments are dynamic contact lists filtered by field values, tags, or behaviors. We export segment filter definitions as metadata. The filtered contact list itself is recalculated post-migration by creating a Dynamics 365 Campaign with the same filter logic as a static list, or by documenting the segment criteria for the customer's admin to recreate as a Dynamics 365 Marketing segment. Segment membership dates are preserved as CampaignMember response dates.

Mautic Custom Objects extend the data model beyond standard contacts and companies. We pre-create Dataverse custom entities matching the Mautic custom object schema, including all custom fields with type-mapped Dataverse data types and lookup relationships to the resolved standard objects. Mautic's junction table relationships for custom object associations map to Dataverse N:N relationship entities. We access custom object data directly from the Mautic database because the Mautic Custom Object Relationships API is documented as non-functional (community reports 2022).

Mautic Assets are downloadable files managed in the platform. Asset metadata (name, description, download count, URL path) migrates as a record in a SharePoint document library integrated with Microsoft Dynamics 365 Sales , linked to the applicable Account or Contact via Document Location records. The binary files themselves are transferred as file blobs. Landing page and asset tracking configuration is documented for rebuild in Microsoft Dynamics 365 Sales or Power Pages.