Migrate from Real Estate 7 to Microsoft Dynamics 365 Sales

Real Estate 7 contacts with confirmed buyer/seller status map directly to Dynamics 365 Contact records. The contact's associated company links to an Account via the primary_company field mapped to the AccountId lookup. The original create timestamp from Real Estate 7 is preserved in a custom datetime field to maintain audit continuity in Dynamics 365. Any contact without a company association lands as a standalone Contact without an Account link.

Real Estate 7 contacts that have not yet been qualified — no showing scheduled, no budget confirmed — route to Dynamics 365 Lead. The lead_status field value maps to the Lead Status picklist; original create date is preserved on a custom datetime field. If a contact progresses from Lead to Contact after migration, your team uses the native Lead qualification workflow to convert the record and associate it with the appropriate Account.

Real Estate 7 companies (brokerage names, franchise affiliations) map to Dynamics 365 Account. Parent-child brokerage hierarchies map to the ParentAccountId lookup. Address data splits into Address1 and Address2 composite fields. The Account record serves as the parent entity for all related Contact and Opportunity records, enabling account-centric reporting and hierarchy visualization in Dynamics 365 Sales views.

Real Estate 7 stores property preferences (budget range, property type, preferred neighborhoods) as contact properties. These migrate to a custom Property_Interest__c table with a regarding lookup to Contact, enabling N:1 property interest tracking per contact. The custom table includes Budget_Range__c, Property_Type__c, and Preferred_Area__c columns to capture all preference dimensions from the source contact record.

Real Estate 7 transactions map to Dynamics 365 Opportunity with the deal amount mapped to EstimatedRevenue, stage mapped to the active Business Process Flow stage, and close date mapped to EstimatedCloseDate. The Opportunity record is linked to the corresponding Account via the AccountId lookup and to the responsible agent via OwnerId. Any custom deal fields from Real Estate 7 are migrated as custom columns on the Opportunity record.

Real Estate 7 pipeline stages (Lead, Showing, Offer, Negotiation, Closed Won, Closed Lost) map to named stages within a custom Dynamics 365 Business Process Flow. Each stage has a corresponding status value picklist entry created in the destination environment. The BPF is activated on the Opportunity table so every migrated deal inherits the correct pipeline progression when opened in Dynamics 365 Sales.

Real Estate 7 showings map to Dynamics 365 Appointment records with the regarding lookup set to the corresponding Contact or Opportunity. Start time, end time, location, and notes are preserved from the source showing record. If a showing record references a deleted contact in Real Estate 7, the Appointment is linked to a placeholder Contact record and flagged for resolution in the post-migration review.

Real Estate 7 call logs and email records map to Dynamics 365 PhoneCall and Email tables respectively, with the Subject field carrying the original description and the regarding lookup linking to the parent Contact or Account. All timestamps (call date, email sent date) are preserved as the ActualStart value. Attachments on call or email records are migrated as Note attachments linked to the same regarding entity.

Real Estate 7 agent IDs resolve to Dynamics 365 SystemUser records by email match. Unmatched agents are flagged in the pre-migration audit; records are assigned to a fallback owner until the user account is provisioned in Dynamics 365. The owner resolution report is reviewed with your admin before migration executes to confirm all agent accounts are active and licensed in the destination environment.

Real Estate 7's numeric lead score (0–100 scale) migrates to a custom integer field on both Lead and Contact. Dynamics 365 Sales Insights scoring is configured separately post-migration; the historical score is preserved as reference data. The custom field is added to the Contact and Lead forms via the Dynamics 365 form editor so agents can view the original score alongside any new AI-generated score from Sales Insights.

Real Estate 7's lead_source property (Portal, Referral, Zillow, Realtor.com, etc.) migrates as a custom picklist field on Contact and Lead. Value-by-value mapping is applied for consistency across source values. If a source value does not exist in the target picklist, it is created as a new picklist option before migration. The Lead_Source__c field is added to the Contact and Lead forms and included in relevant Dynamics 365 views and reports.

Real Estate 7 file attachments on contact or deal records download and re-upload to Dynamics 365 SharePoint integration or Note records. File size limits of 25MB per attachment apply. Inline images in notes are extracted and rehosted in SharePoint with the image URL stored in the Note record's logical path. If the destination tenant does not have SharePoint integration enabled, all files migrate as Note attachments with the 25MB limit enforced on each file.