Migrate from MeasureSquare to Microsoft Dynamics 365 Sales

MeasureSquare Customer maps to Dynamics 365 Account as the organizational record. The primary contact within that customer maps to a Dynamics Contact linked by AccountId. MeasureSquare stores customer name, company name, address, phone, email, and notes — all direct field mappings with address data mapped to Address fields on Account.

MeasureSquare Project is the core entity — it contains jobsite data, room-level takeoff, material quantities, labor estimates, and total project value. Dynamics 365 Opportunity has no native fields for flooring attributes, so FlitStack maps Project.Name to Opportunity.Name, Project.ProjectValue or Total_Amount to Opportunity.ActualValue, Project.Status to Opportunity.StateCode, and creates custom fields (Flooring_Type__c, Waste_Percentage__c, Seam_Direction__c, Pattern_Match__c) for the flooring-specific data that lives in MeasureSquare rooms and line items.

MeasureSquare Estimates are composite documents — a header plus line items grouped by room, material, and trade, with subtotals for materials, labor, freight, tax, and margin. Dynamics 365 has no native estimate entity. FlitStack maps estimate totals to custom fields on the linked Opportunity (Estimate_Total__c, Materials_Total__c, Labor_Total__c, Freight_Total__c, Tax_Total__c, Margin_Percent__c). The detailed room-level breakdown is preserved as a Note attached to the Opportunity.

MeasureSquare Quote maps directly to Dynamics 365 Quote — both carry a customer reference, product line items, pricing, and validity dates. FlitStack maps Quote.Name to Quote.Name, Quote.TotalAmount to Quote.TotalAmount, Quote.Status to Quote.StateCode, Quote.ValidFrom/ValidTo to Quote.EffectiveFrom/Quote.ExpiresOn, and line items to the QuoteDetails sub-entity. Quote status transitions map value-by-value.

MeasureSquare Work Order tracks what was sold, what materials were ordered, and job site progress. Dynamics 365 SalesOrder is the fulfillment record in the sales cycle. FlitStack maps Work Order number to SalesOrder.SalesOrderNumber, Work Order total to SalesOrder.TotalAmount, Work Order status to SalesOrder.StatusCode, and the related customer and project references to the appropriate lookups. Line items (materials ordered, quantities) map to OrderProducts.

MeasureSquare Purchase Order tracks vendor-sourced materials against a project. Dynamics 365 has a dedicated Invoice entity but no native Purchase Order entity in Sales. FlitStack maps POs to Invoices or stores PO number and vendor data as custom fields on the related SalesOrder — your Dynamics admin chooses the preferred structure based on your fulfillment workflow.

MeasureSquare Product Database is a proprietary format (exported as versioned .m8 or Excel) containing vendor SKUs, material descriptions, unit costs, labor rates, and trade groupings. Dynamics 365 Products use the Product entity with ProductNumber, Name, Unit, and DecimalDiscount fields. FlitStack transforms the MeasureSquare product rows into Dynamics Products and builds PriceListDetails per vendor/customer pricing tier. This is the highest-complexity object in the migration due to value mapping per vendor.

MeasureSquare Jobsite is a sub-record of Customer containing the project address, scope of work description, assigned estimator, and jobsite-level notes. Dynamics 365 has no native jobsite concept. FlitStack creates a custom Jobsite__c table in Dataverse linked to AccountId, or maps jobsite address and scope to custom fields on the Account — your admin selects the preferred model. Jobsite-to-project linkage is preserved via the Opportunity's jobsite reference.

MeasureSquare users are assigned as project owners, estimators, or sales reps. Dynamics 365 OwnerId references a SystemUser record. FlitStack resolves MeasureSquare owner email addresses against Dynamics 365 user records by email match. Users with no matching Dynamics account are flagged in the pre-migration report — your team either creates the Dynamics user or assigns their records to a fallback owner before the migration run.

MeasureSquare attachments include project files, PDF takeoffs, CAD exports, and product images stored in MeasureSquare Cloud. Dynamics 365 stores files in Notes (annotation) or SharePoint Document Locations linked to entities. FlitStack migrates in-line image attachments to Notes/Annotations. Large project files and CAD exports are exported to a SharePoint document library with folder structure mirroring the MeasureSquare project hierarchy — those are outside the CRM record but discoverable from the Account or Opportunity.

MeasureSquare stores internal notes, estimator comments, and activity history tied to projects and customers. Dynamics 365 Task entities capture activity records with Subject, Description, OwnerId, and RegardingObjectId linking to the parent Account or Opportunity. FlitStack maps MeasureSquare note timestamps, owner, and body text to Dynamics Task records, preserving the original creation date as a custom field since Dynamics overwrites CreatedOn at migration time.