Migrate from QuickDesk to Microsoft Dynamics 365 Sales

QuickDesk Contacts map directly to Dynamics 365 Sales Contact records with standard fields preserved (full name, email, phone, address). Any custom contact properties from QuickDesk's personalized lead forms map to custom fields in Dynamics 365 Sales. The mapping requires the parent Account to be created first so that the AccountId lookup is satisfied at Contact insert time. Owner resolution uses email-to-User matching with orphaned records flagged for admin provisioning.

QuickDesk Lead records without a distinct qualification status map to Dynamics 365 Sales Lead. Leads with qualification metadata (stage progression beyond Prospect) map to Dynamics 365 Sales Contact attached to the deduplicated Account. If QuickDesk stores lead status as a custom property rather than a native field, we read that value and apply the split rule configured during scoping. The original QuickDesk lead source and creation timestamp preserve as custom fields for reporting.

QuickDesk has no formal Company or Account object; company names live as a text field on contact records. We extract all distinct company name values from the contact export, deduplicate using fuzzy matching (normalizing case and whitespace), and create Account records in Dynamics 365 Sales before any Contact import. The Account Name maps from the extracted company value, and the Website attempts to resolve from the contact's email domain. Each contact then links via AccountId to its parent Account. Contacts sharing identical company names flag for the customer to decide whether to merge them into a single Account.

QuickDesk's Customer Pipeline with its configurable stages maps to Dynamics 365 Sales Opportunity with one Record Type and one Sales Process per QuickDesk pipeline. Stage names migrate as Opportunity Stage values, and stage probability percentages transfer to StageProbability with rounding to Dynamics' integer constraint. Stage ordering and win/loss criteria preserve. Custom stage names not found in Dynamics' standard stage vocabulary require the customer to pre-create the stage value before migration begins.

QuickDesk activity records including calls logged, tasks set, and goal tracking map to Salesforce Task records. Call duration and outcome store in custom Task fields; standard tasks preserve Status, Priority, and ActivityDate to maintain timeline ordering. Automated activity triggers tied to QuickDesk automation rules do not migrate because the automation logic is not exposed via API. We document the trigger conditions found during scoping for manual Flow rebuild.

QuickDesk notes attached to Contacts, Leads, or Pipeline records migrate to Dynamics 365 Sales Note records. Each Note links via ContentDocumentLink to its parent record (Contact, Lead, or Opportunity). Note body content migrates as plain text with image attachments preserved as separate ContentDocument records. QuickDesk notes with timestamps preserve the original creation date for accurate timeline reconstruction.

QuickDesk custom fields on Leads and Contacts (including personalized lead form fields) map to Dynamics 365 Sales custom fields. Text fields map to Text, numeric fields to Number or Currency, date fields to Date. Picklist and multi-select values require pre-creation in Dynamics because Dynamics enforces whitelisted picklist values and will reject records with unmapped values during import. Fields without a natural Dynamics type map to Text custom fields, with a naming convention flagging them for post-migration review.

QuickDesk Owner referenced on Contact, Lead, and Pipeline records resolves by email match against the Dynamics 365 Sales User table. Owners without a matching Dynamics User enter a reconciliation queue for the customer's admin to provision. Owner resolution must complete before record import begins because OwnerId is required on most standard objects in Dynamics 365 Sales.

Each QuickDesk pipeline stage (Prospect, Qualification, Proposal, Negotiation, Close, and any custom stages) maps to a corresponding Dynamics 365 Sales Opportunity Stage within the pipeline's Sales Process. Stage probability percentages transfer from QuickDesk to Dynamics StageProbability. Closed-Won and Closed-Lost stages map with their respective status. Custom stage names require pre-creation in Dynamics before migration; we flag them during discovery so the admin can add them ahead of the migration window.