Migrate from PlanPlus Online to Microsoft Dynamics 365 Sales

PlanPlus Online Contact records map directly to Dynamics 365 Contact. All standard fields (name, email, phone, address, job title) migrate 1:1. Franklin Covey priority quadrants and any goal hierarchy links export as key-value custom properties and are mapped to custom Contact fields in Dynamics 365. If the contact has a linked Company in PlanPlus Online, the AccountId lookup resolves at migration time using the Company-to-Account mapping table. Sync connection status and calendar subscription settings are not migrated; they are documented for manual reconfiguration in Dynamics 365.

PlanPlus Online Company records map to Dynamics 365 Account. Company name, industry, size classification, and address fields migrate 1:1. Links between Contacts and Companies in PlanPlus Online are preserved via a mapping table in the destination, where each Contact's parentcustomerid_account lookup points to the resolved Account. Company-level goal hierarchies and mission statements map to custom Account fields. Businesses without the Business Edition have no Company records; in those cases, Contacts migrate without a parent Account lookup.

PlanPlus Online Deal records map to Dynamics 365 Opportunity. Stage names from PlanPlus Online's pipeline structure do not share a vocabulary with Dynamics 365's default StageName picklist, so we create an explicit mapping table during scoping. The PlanPlus Online deal value and close date map to Amount and CloseDate. If PlanPlus Online tracks a custom probability percentage per stage, we map it to StepStatus or store it as a custom field. Opportunity ownership resolves by matching the PlanPlus Online owner email to a Dynamics 365 User record.

Calendar entries including appointments and all-day events export via the Microsoft 365 or Google sync connector and are processed as ICS or CSV records. They map to Dynamics 365 Appointment (Activity) records with StartTime, EndTime, Location, and Subject preserved. Attendee lists from PlanPlus Online calendar events map to ActivityParty records linked to the Appointment. If an event is linked to a Contact or Company in PlanPlus Online, the Regarding lookup resolves to the migrated Contact or Account.

Tasks export with priority, due date, status, and assignment. The Franklin Covey priority quadrant (urgent/important matrix) is stored as a custom property in PlanPlus Online and maps to a custom picklist field on the Dynamics 365 Task. Linked subtasks from PlanPlus Online map as child Task records using the ParentTaskId lookup in Dynamics 365. Task assignment migrates by resolving the owner email to a Dynamics 365 User record. Incomplete tasks carry their original due date; completed tasks carry their completed date as ActivityDate.

PlanPlus Online Projects export with status, milestones, and task breakdowns. Projects do not have a native Microsoft Dynamics 365 Sales equivalent, so we map them to either a custom Project object (if the customer licenses Dynamics 365 Project Operations or creates a custom entity) or as a parent Task hierarchy with milestone Tasks and sub-task items. Project Summary Reports published as webpages export as static HTML files and are delivered as a document package for manual re-upload to SharePoint or Dynamics 365 portals.

Custom fields created within PlanPlus Online export as flat key-value pairs from the CSV export. We map them to equivalent custom fields in Dynamics 365, inferring field type from the data format (text to Single-Line Text, dates to Date fields, numeric values to Whole Number or Decimal). Fields with no direct match are flagged for manual review during the scoping phase. The maximum custom field count in Microsoft Dynamics 365 Sales varies by edition; we verify the destination edition's limits before migration.

PlanPlus Online User accounts map to Dynamics 365 User records by email address. We extract every distinct owner referenced on Contact, Company, Deal, and Task records and match by email against the destination org's User table. Any PlanPlus Online owner without a matching Dynamics 365 User is placed in a reconciliation queue; the customer's admin provisions the missing users before record import resumes. Inactive PlanPlus Online users are flagged for the customer to decide whether they are provisioned as inactive Users in Dynamics 365.