How long does a Reach to Microsoft Dynamics 365 Sales migration take?

Most Reach to Dynamics 365 Sales migrations land between two and four weeks for straightforward datasets under 10,000 contacts with no custom entities. The primary time variable is schema discovery: Reach's undocumented object model requires field-by-field analysis during export discovery, which can extend the timeline if the export contains many custom properties. Migrations with large contact volumes (over 25,000 records), multiple discovered custom entities, or extensive media asset references requiring file attachment handling move to five to eight weeks. Reach's seven-day export file expiration window also creates scheduling coordination between extraction and download that must be factored into the project plan.

Do Reach Workflows, automations, or playlists migrate to Dynamics 365?

No. We did not find documented automation, workflow, or sequence features in Reach's available research or knowledge base that would produce migratable automation records. Reach's content management features (playlists, screen management) produce media references that we map to Notes in Dynamics 365, but the playlist configuration itself does not have a Dynamics 365 equivalent. If Reach contained any workflow or automation logic, it would require manual rebuild in Dynamics 365 using Power Automate or Dynamics 365 workflows post-migration. We deliver a written functional inventory document describing any process logic that should be recreated, and the customer's Dynamics 365 admin or a Microsoft partner rebuilds them as a separate engagement.

What does a Reach to Microsoft Dynamics 365 Sales migration typically cost?

Reach migrations typically range from $3,000 to $9,000 depending on record volume and schema complexity. The lower end ($3,000-$5,000) covers migrations under 10,000 contacts with straightforward Contact-to-Account normalization and minimal custom properties. The upper end ($7,000-$9,000) applies to migrations with large contact volumes, multiple discovered custom entities, or extensive media asset references requiring file attachment handling. The primary cost driver is the manual extraction process and schema discovery work required to map Reach's undocumented object model, not the data volume alone. Dynamics 365 Sales licensing (Sales Professional at $65 per user per month, Sales Enterprise at $105 per user per month) sits outside the migration fee and is the customer's recurring cost.

Will we lose historical activity data (calls, emails, meetings) migrating from Reach to Dynamics 365?

Yes. Reach's documented export functionality does not include activity history, call logs, meeting records, or engagement timestamps. If any such data exists in Reach, it is not accessible through the documented export process and cannot be migrated by FlitStack AI. We document the absence of activity data in the discovery report and flag it clearly in the migration scope. If the customer requires historical activity data in Dynamics 365, it must be reconstructed manually from any external records (email archives, call recording exports, calendar exports) or sourced from any third-party tools that Reach integrates with. We do not perform screen-scraping or UI-level data extraction as a standard migration practice.

How does Reach's lack of API affect the migration?

Reach has no publicly documented REST API or bulk export endpoint. All data extraction relies on Reach's manual CSV export feature, which requires a customer to log into the platform and initiate exports from the UI. Export files expire after seven days in the platform, which means we must coordinate extraction and download timing to avoid data loss. The absence of an API also means that any delta migrations (incremental changes after the initial export) require a manual re-export from Reach, which extends the migration window. We structure the migration to complete all extraction work within the first week to minimize the risk of missed delta records before the final cutover.

Can we keep Reach for content management while moving sales data to Dynamics 365?

Yes. Reach's media content, playlist, and screen management features do not have a direct Dynamics 365 equivalent, and if those features meet the customer's content management needs, the platform can remain in use for that purpose while Dynamics 365 handles the CRM data. In this scenario, we migrate all migratable CRM data (Contacts, Accounts, Leads, Custom Properties, Tags) to Dynamics 365, and the customer continues using Reach for media content management with the understanding that the two systems are not synchronized. If the customer later requires a unified content and CRM experience, they can evaluate Dynamics 365's integrated content management capabilities or a dedicated digital asset management integration.

How does FlitStack AI handle Reach's undocumented schema during migration?

We handle Reach's undocumented schema through a discovery-first approach. During the initial extraction, we download all available export files and compare the full column set against a baseline Reach contact export to identify any columns not matching known standard fields. Any such column is treated as a custom property. We create equivalent custom fields in Dynamics 365 before migration (validated in Sandbox), using the appropriate Dynamics 365 field type determined by the data format in the Reach export. This discovery process is documented in the migration scope, and any schema changes identified after initial extraction require a re-export from Reach due to the seven-day file expiration constraint. We recommend that customers export all available categories during the initial discovery call to minimize the risk of missed custom properties.

Reach to Microsoft Dynamics 365 Sales Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Reach is a lightweight agent-facing CRM with no publicly documented REST API, meaning all data extraction relies on its manual CSV export feature with a seven-day file expiration window. The platform centers on Contacts with an undocumented schema, and no distinct Company, Activity, or Engagement object has been confirmed in available research. We map Reach Contact records to Microsoft Dynamics 365 Sales Contact and Account objects, extracting any company-like data stored in contact properties and normalizing it into the Account-Contact relationship structure. Custom properties discovered at export time become custom fields on the equivalent Dynamics 365 entity. Media content referenced in Reach playlist and screen management workflows migrates as Notes or file attachment references. We do not migrate activity history, workflows, automations, or forms as these are either not present in Reach exports or require manual rebuild in Dynamics 365. We deliver a written automation inventory document for the customer's admin to rebuild using Power Automate or Dynamics 365 workflows post-migration.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Reach

What's pushing teams away

The platform has no publicly documented API, forcing teams with complex migration needs to rely on manual exports and spreadsheet-based imports that are error-prone and slow.
When Reach updated its portal for managing chargebacks, it moved dispute tracking to email threads, requiring customers to manually organize communication history outside the system.
Some users report that the platform's customization options feel limited once their business processes scale beyond basic contact and content management.
Skip-trace and data-append features available in comparable tools are not present, leading teams focused on lead enrichment to seek alternatives.
Customers needing robust reporting and analytics report that Reach's built-in dashboarding is insufficient for executive-level visibility.

Choosing

Microsoft Dynamics 365 Sales

What's pulling them in

Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How Reach objects map to Microsoft Dynamics 365 Sales

Each row shows how a Reach object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Reach

Contact

maps to

Microsoft Dynamics 365 Sales

Contact + Account (split required)

1:many

Fully supported

Reach Contact records do not have a separate Account equivalent in the source platform. We extract any field values that contain company, organization, or business name data from the Reach contact export and normalize them into a Dynamics 365 Account record created before Contact import. The Contact.OwnerId resolves via email match against Dynamics 365 Users. Contact fields without a standard Dynamics 365 equivalent become custom fields prefixed with reach_ to preserve the original data.

Reach

Company data (contact property)

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

Reach does not have a distinct Account or Company object, but contact export columns containing organization names, business names, or company identifiers are extracted and loaded into the Dynamics 365 Account object. The Account.Name maps from the highest-confidence company field identified in the export. We create the Account before the Contact import so the Contact.AccountId lookup is satisfied at insert time. Any company-level address, phone, or website data migrates to the Account record.

Reach

Custom Properties

maps to

Microsoft Dynamics 365 Sales

Custom Fields

1:1

Mapping required

Reach's custom property model is undocumented and discovered by comparing the full column set of the export against a baseline Reach contact export. Any column not matching a known standard field is treated as custom. We create custom fields on the Dynamics 365 Contact or Account object with a reach_ prefix using the appropriate Dynamics 365 field type (text, number, date, picklist) determined during schema discovery. Custom field creation is validated in a Sandbox environment before production migration.

Reach

Media Content

maps to

Microsoft Dynamics 365 Sales

Note + Attachment

1:1

Mapping required

Reach's playlist and screen management features reference media assets associated with contacts or accounts. We extract media asset URLs and descriptive metadata from Reach exports and create Dynamics 365 Note records linked via ContentDocumentLink to the parent Contact or Account. The Note title references the playlist or screen name, and the Note body contains the media asset URL. Actual media file binary content does not migrate unless Reach provides a direct file download path in the export.

Reach

Tags/Labels

maps to

Microsoft Dynamics 365 Sales

Topic or Custom Tag Field

lossy

Mapping required

Reach label or tagging data extracted from exports migrates to Dynamics 365 Topics with TopicAssignment records linked to the Contact or Account. Alternatively, if the customer prefers a picklist-style tag field, we create a custom multi-select picklist field on Contact to preserve the tag values without requiring Topic administration. The customer selects the preferred strategy during scoping based on their tagging usage patterns.

Reach

User/Team Member

maps to

Microsoft Dynamics 365 Sales

User

1:1

Fully supported

Reach Enterprise tier supports seat-licensed user accounts with reassignable seats documented at reachtheapp.com. We extract Reach user records (name, email, role status) from the export and match by email against the Dynamics 365 destination org's User table. Any Reach user without a matching Dynamics 365 User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Active Reach users require active Dynamics 365 user licenses.

Reach

Lead

maps to

Microsoft Dynamics 365 Sales

Lead

1:1

Fully supported

If the Reach export includes any records classified as leads, prospects, or unqualified contacts distinct from the primary Contact object, we map them to the Dynamics 365 Lead object. The Lead.Name, Lead.Email, Lead.Company, and Lead.Status migrate directly. Any Reach lead scoring or qualification data becomes a custom field on the Dynamics 365 Lead. Lead conversion happens post-migration in Dynamics 365 by the customer's sales team.

Reach

Custom Objects

maps to

Microsoft Dynamics 365 Sales

Custom Entities

1:1

Fully supported

Reach's undocumented object model may include custom entity types discovered during the scoping call or export discovery phase. If custom entities are identified, we create equivalent custom entities in Dynamics 365 via Dataverse with matching schema (attributes, relationships, options sets) before importing the data. Custom entity naming follows the reach_ prefix convention. Lookup relationships between custom entities and standard entities (Contact, Account) are resolved at import time.

Reach	Microsoft Dynamics 365 Sales	Compatibility
Contact	Contact + Account (split required)1:many	Fully supported
Company data (contact property)	Account1:1	Fully supported
Custom Properties	Custom Fields1:1	Mapping required
Media Content	Note + Attachment1:1	Mapping required
Tags/Labels	Topic or Custom Tag Fieldlossy	Mapping required
User/Team Member	User1:1	Fully supported
Lead	Lead1:1	Fully supported
Custom Objects	Custom Entities1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Reach gotchas

High

No public API documentation discovered

Medium

Export files expire after 7 days

Medium

Platform object schema is undocumented

Low

Multiple unrelated products share the Reach name

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Reach gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	No public API documentation discovered	High	Professional tier 15-table custom table limit blocks migrations
Medium	Export files expire after 7 days	High	October 2024 pricing increase applies at renewal for all customers
Medium	Platform object schema is undocumented	Medium	Custom fields must be created in the UI before API writes
Low	Multiple unrelated products share the Reach name	Medium	Power Platform request limits apply to bulk migrations
		Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

Reach export files expire after 7 days

Reach's knowledge base explicitly states that export files are deleted from the platform after seven days from the generation date. If the customer initiates an export and does not download it within that window, the data must be re-requested and the entire extraction cycle restarts. We coordinate extraction timing to coincide with immediate download and staging. We also recommend that the customer exports all available categories separately during the initial discovery call and we download all files on the same day they are generated to prevent expiration-related data loss.
Reach object schema is undocumented

No public reference exists for Reach's field schema, object relationships, or data types. The object names, field names, and data types we infer from reviews, knowledge-base screenshots, and knowledge of comparable agent CRM platforms may not reflect the full underlying model. We validate schema assumptions during the extraction phase by comparing the full column set of any export against any baseline export we have access to. Any column not matching a known standard field is treated as custom and mapped to a custom Dynamics 365 field. Schema changes discovered after the initial extraction may require a re-export from Reach.
Contact-to-Account normalization requires field identification

Reach does not have a distinct Account or Company object, so any organization-level data stored in contact properties must be identified and normalized into Dynamics 365 Account records before Contact import. The company name field in Reach may not be consistently populated or may use different column names across different export batches. We identify the highest-confidence company field during discovery and normalize it into Account records. Inconsistent or missing company data results in Contacts without Account lookups, which is flagged in the reconciliation report.
Activity history and engagements are not present in Reach exports

Reach's export documentation makes no mention of activity history, call logs, meeting records, or engagement timestamps. Any timeline data present in Reach's UI (if any) cannot be extracted through the documented export process. We do not migrate activity data unless a full column export confirms its presence. If the customer requires historical activity data in Dynamics 365, it must be reconstructed manually or sourced from any connected third-party tools that Reach integrates with. We flag the absence of activity data in the discovery report and document it in the migration scope.
Multiple unrelated products share the Reach name

Research returns results for at least four distinct products named Reach: a nonprofit donation CRM (reachapp.co), an ATS system, a Versium data-enrichment tool, and the enterprise license dashboard (reachtheapp.com). The platform at reachforagents.com may overlap with or be related to these, but the relationships are not documented. We confirm the exact product and subdomain during onboarding to ensure the correct knowledge base and export procedures are applied. Migration scope and object mapping are validated against the confirmed product version.

Migration approach

Six steps for a successful Reach to Microsoft Dynamics 365 Sales data migration

Onboarding and product confirmation

We confirm the specific Reach product and subdomain during onboarding to ensure the correct knowledge base and export procedures are applied. We audit the Reach portal for available export categories, estimated record counts, and any visible custom property columns. We also confirm the customer's Dynamics 365 Sales environment (tenant URL, edition, and existing User list) and identify the target Dynamics 365 objects for mapping. The discovery output is a written migration scope document that includes the confirmed export categories, identified object mappings, and a schedule for export file download before the seven-day expiration window.
Manual export and schema discovery

We coordinate with the customer to initiate Reach exports for all available categories on a single day. We download the export files immediately upon generation and stage them in a secure migration workspace. We analyze the full column set of each export file against a baseline Reach export to identify any custom properties not present in the standard schema. We identify any columns containing company, organization, or business name data for the Contact-to-Account normalization step. The schema discovery output is a field-by-field mapping document that identifies the source Reach column, the target Dynamics 365 field, and any transformation or custom field creation required.
Dynamics 365 schema preparation

We prepare the destination Dynamics 365 environment in a Sandbox for validation. This includes creating any custom fields on Contact and Account objects (with the reach_ prefix for migrated custom properties), configuring the Account-Contact relationship for the Contact-to-Account normalization, and validating the User lookup matching logic. If custom entities are discovered in Reach, we create equivalent custom entities in Dynamics 365 via Dataverse before the Sandbox migration. The Sandbox migration validates the full mapping, including Contact.AccountId resolution and any custom field data type compatibility.
Sandbox migration and reconciliation

We run a full migration into the Dynamics 365 Sandbox using production-like data volume extracted from Reach. The customer reconciles record counts (Accounts in, Contacts in, Leads in), spot-checks twenty-five to fifty random records against the Reach source export, and validates that the Contact-to-Account relationship is correctly populated. Any mapping corrections, missing field identifications, or schema adjustments happen in this phase before production migration begins. The Sandbox sign-off is required before we proceed to the production migration phase.
User provisioning and Owner reconciliation

We extract every distinct Reach user referenced on contact records and match by email against the Dynamics 365 destination org's User table. Any Reach user without a matching Dynamics 365 User goes to a reconciliation queue. The customer's Dynamics 365 admin provisions missing Users and assigns the appropriate license tier (Sales Professional or Sales Enterprise) before we proceed to production migration. Migration cannot complete past the Contact import phase because OwnerId references are required on Dynamics 365 Contact and Account records.
Production migration in dependency order

We run production migration in record-dependency order: Accounts first (from extracted company data in Reach contacts), Contacts second (with AccountId resolved), Leads third, custom entities fourth, Notes and attachments fifth, and Topics or tag fields last. Each phase emits a row-count reconciliation report before the next phase begins. We freeze Reach writes during the production migration window to prevent delta records from being missed. After migration, we deliver the automation inventory document and the data quality report to the customer's admin team.

Platform deep dives

Context on both ends of the pair

Reach

Source

Strengths

Highly rated user experience with short onboarding time reported across multiple review platforms.
Supports multi-screen content management with playlist functionality for teams managing visual communications.
Seat-based licensing with instant license reassignment on Enterprise tier reduces waste during team turnover.
Multi-currency support for international payment and transaction workflows.
Responsive account management team with hands-on support for customization and process improvements.

Weaknesses

No publicly documented REST API limits the ability to automate exports, integrations, or programmatic migrations.
Chargeback and dispute management was moved to email-based workflows, reducing visibility and traceability for financial operations teams.
Custom field and workflow customization is limited compared to more established CRM platforms.
Reporting and analytics capabilities are insufficient for teams requiring executive-level dashboards.
The platform's full object model and export schema are not publicly documented, requiring manual discovery for each migration project.

Microsoft Dynamics 365 Sales

Destination

Strengths

Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
Implementation typically requires costly certified partners, adding 30–50% to total project cost
Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

	Reach Source	Microsoft Dynamics 365 Sales Destination
Strengths	Highly rated user experience with short onboarding time reported across multiple review platforms. Supports multi-screen content management with playlist functionality for teams managing visual communications. Seat-based licensing with instant license reassignment on Enterprise tier reduces waste during team turnover. Multi-currency support for international payment and transaction workflows. Responsive account management team with hands-on support for customization and process improvements.	Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises
Weaknesses	No publicly documented REST API limits the ability to automate exports, integrations, or programmatic migrations. Chargeback and dispute management was moved to email-based workflows, reducing visibility and traceability for financial operations teams. Custom field and workflow customization is limited compared to more established CRM platforms. Reporting and analytics capabilities are insufficient for teams requiring executive-level dashboards. The platform's full object model and export schema are not publicly documented, requiring manual discovery for each migration project.	Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal Implementation typically requires costly certified partners, adding 30–50% to total project cost Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

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POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

POPULAR PLATFORMS

POPULAR MIGRATIONS

Migrate from Reach to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Reach

Microsoft Dynamics 365 Sales

How Reach objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Reach to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Reach to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

Frequently asked questions about Reach to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

Related migrations to explore

Move from Reach.
Land in Microsoft Dynamics 365 Sales , intact.

Migrate from Reach to Microsoft Dynamics 365 Sales

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Reach

Microsoft Dynamics 365 Sales

How Reach objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

Six steps for a successful Reach to Microsoft Dynamics 365 Sales data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Reach to Microsoft Dynamics 365 Sales migration cost

Frequently asked questions about Reach to Microsoft Dynamics 365 Sales data migrations

Can't find your answer?

How long does a Reach to Microsoft Dynamics 365 Sales migration take?

Do Reach Workflows, automations, or playlists migrate to Dynamics 365?

What does a Reach to Microsoft Dynamics 365 Sales migration typically cost?

Will we lose historical activity data (calls, emails, meetings) migrating from Reach to Dynamics 365?

How does Reach's lack of API affect the migration?

Can we keep Reach for content management while moving sales data to Dynamics 365?

How does FlitStack AI handle Reach's undocumented schema during migration?

Related migrations to explore

Move from Reach. Land in Microsoft Dynamics 365 Sales , intact.

Move from Reach.
Land in Microsoft Dynamics 365 Sales , intact.