Migrate from MobiWork to Microsoft Dynamics 365 Sales

MobiWork customers map directly to Dynamics 365 Accounts. Account name, address, phone, and website transfer as-is. Parent-child company hierarchies in MobiWork map to the Parent Account lookup in Dynamics. Customers without company affiliation attach to a default 'Unassigned' Account or become Contacts with no parent Account.

Named contacts on MobiWork customers transfer as Dynamics 365 Contacts linked to the corresponding Account. MobiWork contact roles (primary, billing, field contact) become Contact fields or custom pick-list values. Multiple contacts per customer map 1:N to the Account's contact subgrid.

MobiWork prospects without active customer records transfer as Dynamics 365 Leads. Source field (referral, marketing campaign, walk-in) maps to Lead's Lead Source pick-list. Unqualified prospects retain their status as a custom field since Dynamics Leads use a different qualification model.

MobiWork quotes become Dynamics 365 Opportunities with product line items. The quote total and description map to Opportunity Amount and Description. Active quotes with status 'Sent' or 'Accepted' map to Opportunities with a matching stage. Rejected or expired quotes are archived as Opportunity history records.

MobiWork work orders are the primary migration challenge — they have no native CRM equivalent. We create a custom WorkOrderHistory__c table (Dataverse custom table) linked to the Account, storing job date, technician, status, and total value. High-value completed work orders also generate Opportunity records representing service-as-product revenue.

MobiWork work order line items (parts, labor, travel) transfer as Opportunity Product records if linked to an Opportunity, or as rows in the WorkOrderHistory__c custom table. Unit price, quantity, and tax transfer with type preservation. Discounts map to manual discount fields on the product line.

MobiWork technician schedules and dispatch assignments do not map to Dynamics 365 Sales — Dynamics lacks a scheduling engine. We preserve the last-known assignment date and technician name as custom fields on the Account or WorkOrderHistory__c record. Rebuild scheduling in Dynamics 365 Field Service or a third-party tool.

MobiWork invoices and payment records have no native Dynamics 365 Sales equivalent. Invoice totals, payment status, and last payment date transfer as custom fields on the Account. Full invoice history requires Dynamics 365 Business Central integration — we export invoice data as a reference file for Business Central import.

MobiWork electronic forms (signatures, photos, inspection data) attach as Salesforce Files or SharePoint documents linked to the Account or WorkOrderHistory__c record. Form field values extract to custom fields where a 1:1 mapping exists, otherwise preserved as a structured JSON custom field for reference.

MobiWork user records match to Dynamics 365 Users by email address. Unmatched users are flagged before migration — either invite them to Dynamics 365 first or assign records to a fallback owner. MobiWork admin roles map to Dynamics security roles after your admin confirms the appropriate access level.

MobiWork parts catalog and inventory levels do not map to Dynamics 365 Sales products — Sales manages product pricing lists, not inventory. We export the parts list as a Product import file for Dynamics 365 Business Central or your inventory management system. Work-order line items reference part numbers that can link to the exported product list.

MobiWork service contracts and recurring service agreements transfer as a custom ServiceContract__c field on the Account with contract start/end dates and frequency. Active recurring revenue from contracts generates Opportunities representing expected future work. Contract terms are preserved as a long-text custom field for reference.