Migrate from Optimiser CRM to Microsoft Dynamics 365 Sales

Optimiser CRM Contacts map to Microsoft Dynamics 365 Sales Contact records. Standard fields (FullName, EmailAddress, BusinessPhone, MailingAddress) transfer directly. We enumerate every Optimiser custom field during scoping via trial export, create matching custom fields in Microsoft Dynamics 365 Sales (using the field name as the display label with a custom field prefix), and map values before import. Contacts without a parent Account receive a placeholder Account during migration or are linked to an Account by domain match on the email address.

Optimiser CRM Company records map to Microsoft Dynamics 365 Sales Account. CompanyName maps to Account Name; website domain maps to Website. We resolve duplicate Accounts by name and domain before import using a staging dedupe pass. Account is imported before Contact so that the ParentAccountId Lookup relationship is satisfied at Contact insert time.

Optimiser CRM Deals map to Microsoft Dynamics 365 Sales Opportunity. Deal stage names extracted from the Optimiser instance map to a Dynamics Sales Process stage via a stage-mapping table we build during scoping. Deal value maps to Amount, expected close date maps to CloseDate, and owner assignment maps via email lookup to the Dynamics User record. Closed-Lost and Closed-Won states from Optimiser translate to the corresponding Opportunity StageName values.

Optimiser's configurable pipeline stages export as a distinct list per instance. We create a Microsoft Dynamics 365 Sales Sales Process that mirrors the Optimiser stage sequence, whitelists the imported stage values in the sales process, and sets probability percentages per stage. If the customer uses multiple pipelines in Optimiser, we create corresponding Record Types in Microsoft Dynamics 365 Sales with separate Sales Processes per Record Type.

Optimiser Lead records (status, source, score fields) map to Microsoft Dynamics 365 Sales Lead. We evaluate whether Optimiser Leads represent unqualified prospects (map to Lead) or should be treated as already-qualified records (map to Contact attached to Account) based on their status field value. Lead score from Optimiser migrates to a custom integer field lead_score__c in Microsoft Dynamics 365 Sales . Lead Status values map to the configured Dynamics Lead Status picklist.

Optimiser call logs export as activity records with type, duration, disposition, and timestamp. Calls migrate to Microsoft Dynamics 365 Sales Task records with TaskSubtype = Call, CallDurationInSeconds, and CallDisposition preserved in custom Task fields. ActivityDate is set to the original Optimiser timestamp to preserve chronological ordering in the timeline.

Optimiser email engagements migrate to Microsoft Dynamics 365 Sales EmailMessage records (the message content) linked to an Activity Task record (the timeline entry). The regarding (WhatId) points to the related Contact or Opportunity. Email subject, body, from, and to addresses transfer directly. Attachments download locally and re-upload to Dynamics SharePoint or as EmailAttachment records linked to the EmailMessage.

Optimiser meeting records migrate to Microsoft Dynamics 365 Sales Event with Subject, StartDateTime, EndDateTime, Location, and optional description preserved. Attendee lists from Optimiser create EventRelation records linked to the corresponding Contact or Lead. Virtual meeting links preserve as Location or as a custom field.

Optimiser Notes migrate to Microsoft Dynamics 365 Sales Annotation records (the Note body) linked via objectid to the parent Contact, Account, or Opportunity. Rich text formatting is preserved where the export supports it. Image attachments migrate as FileAttachment records linked to the Annotation.

Optimiser User records (name, email, role) map to Microsoft Dynamics 365 Sales User records via email address match. We extract every distinct owner referenced on Contact, Account, Deal, and Activity records and cross-reference against the destination org's User table. Any Optimiser owner without a corresponding Dynamics User is placed in a reconciliation queue for the customer's admin to provision before record import resumes.

Document attachments referenced by URL or stored in Optimiser's file store are downloaded locally during the extraction phase. We re-upload files to the Microsoft Dynamics 365 Sales SharePoint document location associated with the parent Account or Opportunity. If the customer does not have SharePoint integration enabled, files attach as notes with file references preserved in Annotation.

Tags applied to Contacts or Deals export as label values. We migrate tags as-is into Microsoft Dynamics 365 Sales multi-select picklist fields on Contact and Opportunity. The customer chooses during scoping whether tags map to a dedicated custom multi-select field or to Topics with TopicAssignment records.