Migrate from OPEX 365 CRM to monday CRM

OPEX 365 CRM Contacts map to Monday.com CRM People records. We map firstname, lastname, emailaddress, telephone1, address fields, and lifecycle stage (from the contact's statecode or a custom lifecycle field) to a custom People Status or lifecycle column in the destination board. Owner assignment from OPEX 365 CRM's ownerid field maps to the assigned team member on the People record. People records are created before Deals so that the deal-person link can be established at import time.

OPEX 365 CRM Accounts represent companies and map to a primary Monday.com CRM board where each account becomes a Group or a parent Item with child Items for related People and Deals. We preserve account name, industry, annual revenue, number of employees, and address fields as board-level columns. If the customer uses a separate Account board alongside the CRM's built-in People board, we create an Account board and link it to the People board via an Item link column.

OPEX 365 CRM Leads have no native Monday.com CRM equivalent. We create a People record for every Lead and tag it with a Lead Source column and a lifecycle stage column (set to 'Lead' or 'Unqualified') to distinguish it from converted Contacts that arrived as People with a 'Customer' or 'Sales Qualified' status. The original lead_score, leadstatus, and leadsource fields from OPEX 365 CRM map to custom People columns. The customer decides whether converted Leads retain their Deal history as separate Deals or merge into the Contact's timeline.

OPEX 365 CRM Opportunities map directly to Monday.com CRM Deals. We map opportunity name, estimatedclose date, actualclosedate, closedate, totalamount, and pipeline stage to Deal fields including Deal name, expected revenue, and Deal stage. Pipeline stages from OPEX 365 CRM map to Monday.com Deal statuses that we configure in the CRM workspace before migration. Owner assignment migrates by resolving the OPEX 365 CRM ownerid to the Monday.com team member by email.

OPEX 365 CRM pipeline and stage configurations are organizational metadata that do not migrate automatically. We document the source pipeline/stage structure, probabilities, and stage names from the Dataverse Opportunity.salesstage and Opportunity.stagecode fields, then recreate Deal stages as Monday.com Deal statuses with matching probability percentages. The customer configures the visual pipeline layout in Monday.com after migration.

OPEX 365 CRM Cases map to a dedicated Monday.com board configured as a support or service tracker. We map case title, casenumber, statecode (status), prioritycode, and createdon to board columns. Cases link to their originating Contact or Account via Monday.com's Item link column type, which we resolve by matching the OPEX 365 CRM customerid and existing People records in the destination. Case history and notes migrate as sub-items or comments on the case item.

OPEX 365 CRM email activities (activitypointer with activitytypecode = 'email') migrate to Monday.com CRM's Emails & Activities timeline linked to the corresponding People or Deal record. We extract email subject, body (HTML), from, to, and timestamp from the Dataverse email activity and insert them into Monday.com via the CRM API, preserving the original send date for timeline ordering. The WhoId (polymorphic party reference) is resolved to the target People record before insert.

OPEX 365 CRM phone call activities map to Monday.com CRM activity log entries in the Emails & Activities timeline. We extract call duration (from actualdurationminutes), subject, and disposition from the Dataverse phonecall activity and create corresponding activity entries linked to the target People or Deal. The original call timestamp maps to the activity date in Monday.com for chronological ordering.

OPEX 365 CRM task activities map to Monday.com CRM task entries in the Emails & Activities timeline linked to People or Deals. We map subject, description, scheduledend (due date), and status from the Dataverse task. The Task's regardingobjectid (polymorphic) is resolved to the target People or Deal record before insert. Completed status maps to the Done state in Monday.com.

OPEX 365 CRM appointment activities (meeting records) map to Monday.com CRM meeting entries. We extract subject, location, scheduledstart, scheduledend, and optional attendee data from the Dataverse appointment entity and create meeting entries in the Emails & Activities timeline linked to the target People or Deal. Attendee resolution maps the polymorphic party references to People records in Monday.com.

OPEX 365 CRM Note attachments (annotation entity with base64-encoded file content) are extracted from Dataverse separately using the RetrieveContent discharge API and stored in our staging blob storage. File names, note text (notememo), and createdon migrate as comments or note columns on the corresponding Monday.com Item. Binary attachments are uploaded to Monday.com's file storage (subject to the 250MB per-file limit) and linked to the Item. We flag any annotation exceeding Monday's file size limit for manual retrieval.