Migrate from OneAdvanced Legal to Microsoft Dynamics 365 Sales

OneAdvanced Legal Client records map directly to Dynamics 365 Account. Client name becomes Account Name. Registered address and billing address map to address fields. The firm's UK/Irish jurisdiction field migrates as a custom Option Set field on Account for compliance filtering.

OneAdvanced Contact maps to Dynamics 365 Contact. The Contact's parent Client link becomes AccountId lookup. Primary solicitor and billing-contact flags translate as custom boolean fields on the Contact record. Multi-contact relationships per client collapse to primary ContactId plus Account Contact Roles.

OneAdvanced Contacts flagged as 'Prospect' or 'Referrer' with no active Matter route to Dynamics 365 Lead. Active matter holders route to Contact. The split logic uses a matter-count field aggregated before migration to determine the split point. Contacts without any historical or active matters qualify for Lead conversion workflows in Dynamics 365.

If Dynamics 365 is on the Enterprise or Premium tier, Matters map to a custom Matter__c table with Opportunity as the linked sales record. On Sales Professional (15-table limit), Matters map to Opportunity directly with a matter-type pick-list. Each Matter stage maps to an Opportunity StageName value via value-mapping per matter type.

A custom Matter__c table is required on Sales Professional environments to hold OneAdvanced matter-specific fields: MatterType__c, MatterStage__c, ResponsibleFeeEarner__c, EstimatedValue__c, ReferralSource__c, and LegalAidReference__c. The table links back to the parent Account via AccountId lookup.

Billable time entries from OneAdvanced Legal map to Dynamics 365 Task records with Type=' billable time'. Original duration in minutes maps to ActualDurationMinutes. Fee-earner owner maps by email match to Dynamics 365 User. Billing rate and billable/non-billable flag map to custom decimal and boolean fields on the Task.

OneAdvanced Tasks map to Dynamics 365 Task records 1:1. Subject, Description, Due Date, Priority, and Status map by name. Owner resolved by email match. Tasks linked to a Matter carry the custom Matter__c lookup if the custom table is in use.

OneAdvanced Documents are downloaded from SharePoint-connected storage and re-hosted in the Dynamics 365 SharePoint integration. Each document is attached to the parent Matter (or Opportunity) record with the original filename and create-date preserved. Files larger than 25MB are chunked per Microsoft file-size limits.

OneAdvanced matter-stage automation and workflow rules have no native equivalent in Dynamics 365 Sales. We export the workflow definitions as a structured JSON file that maps each trigger-action pair to a Power Automate flow template. Rebuild is scoped separately from the data migration.

SAR-compliant billing records from OneAdvanced Legal cashier module do not map to Dynamics 365 Sales. We export invoice headers and line items as a structured CSV for import into Dynamics 365 Finance, Business Central, or the firm's preferred accounting platform. This step is scoped separately.

OneAdvanced fee-earner and staff user records resolve by email match against Dynamics 365 SystemUser. Unmatched users are flagged in a pre-migration report with the option to invite them to Dynamics 365 before the migration run. Inactive OneAdvanced users map to a 'Legacy User' placeholder contact for audit continuity.