Migrate from Paradym to Microsoft Dynamics 365 Sales

Assess Paradym API export capabilities and document the credential schema

FlitStack AI runs a targeted API probe against your Paradym environment — hitting the credential list, template list, and presentation endpoints — to capture actual response shapes, pagination behaviour, nested attribute depth, and field names. We confirm the 200 requests per 10-second rate limit response headers and identify any custom attributes your team has added to credential templates. The output is a Credential Schema Report that drives the Dataverse custom-table design in Step 2.

Design and provision custom tables in Dynamics 365 Sales

Using the Credential Schema Report, FlitStack AI generates a Dataverse custom-table design for your Dynamics 365 Sales environment: CredentialTemplate__c, Credential__c, PresentationTemplate__c, and Presentation__c tables with all custom columns, option sets for status fields, and lookup relationships between tables. We deliver a setup checklist so your Dynamics admin can provision the tables (or we do it via the Dataverse Web API). All table names follow the __c suffix convention and use the original Paradym field names as labels.

Extract credential data from Paradym in rate-limit-aware batches

FlitStack AI pulls credential records from Paradym using the REST API with polite backoff against the 200 requests per 10-second limit. Each extraction batch is logged with a cursor or page token so the run can resume from the last checkpoint if interrupted. Nested attributes are flattened per the transformation map generated in scoping. The extraction run stores raw API responses in a staging area for validation before any writes to Dynamics 365. Unresolved holder email addresses are flagged for manual Contact matching in Step 4.

Transform, validate, and load into Dataverse custom tables

Each batch of extracted Paradym records is validated against the expected schema — checking for missing required fields, invalid date formats, and nested attribute completeness. Credential status values are mapped to the Dataverse option set, raw SD-JWT tokens are stored in rawToken__c, and original timestamps are preserved in custom datetime fields. FlitStack AI uses the Dynamics 365 Web API (Dataverse) for all writes. A field-level diff report is generated per batch showing source value versus destination field for every mapped column.

Reconcile record counts and resolve unmatched holder contacts

FlitStack AI compares Paradym credential counts by status (active, revoked, expired) and by credential type against the Dynamics 365 custom table row counts. Any records that failed validation are surfaced in an exception report with the source payload and failure reason. Holder email addresses that did not resolve to existing Dynamics 365 Contacts are presented for manual matching — your team can choose to create new Contact records or accept unmatched holders as text fields on Credential__c.

Cut over with delta-pickup and post-migration verification

A delta-pickup window (typically 24–48 hours) captures any new credentials issued in Paradym between the final extraction batch and the Dynamics 365 go-live moment. FlitStack AI runs a second extraction pass filtered to updatedAt timestamps after the cutoff and writes the delta to Dataverse. An audit log records every insert operation. One-click rollback is available if reconciliation uncovers unexpected discrepancies. Presentation history is verified by spot-checking a sample of Presentation__c records against Paradym's original response payloads.