Migrate from Realvolve to Microsoft Dynamics 365 Sales

Realvolve People records with contact type 'Individual' migrate as Dynamics 365 Contacts. The Contact's primary Organization link resolves to an Account record by organization name match. Owner assignment resolves by email lookup against Dynamics 365 users. FlitStack flags any Person records with unmapped organization names before migration so the Account record can be created first to avoid broken lookup references in the Contact parentcustomerid field.

Realvolve Organizations map directly to Dynamics 365 Accounts. Address, industry, phone, and website fields migrate to the corresponding Account address fields. Parent-child organization hierarchies in Realvolve map to Account.ParentAccountId where the parent organization has been migrated first. FlitStack enforces parent-first ordering during migration to prevent orphaned child records in the organizational hierarchy.

Realvolve Transactions become Dynamics 365 Opportunities. The Transaction stage maps to Opportunity StageName via a value-mapping table per pipeline. Deal amount, close date, and owner copy directly. Transaction checklists (document checklists) migrate as Notes attached to the Opportunity. The pipeline name field on the Opportunity routes the record into the correct Business Process Flow after migration completes.

Realvolve pipeline definitions (Active, Pending, Under Contract, Closed) map to Dynamics 365 Business Process Flows. Each pipeline stage becomes a stage in the process flow. FlitStack generates the process flow definition for your Dynamics admin to import into the environment.

Realvolve activity types map to their Dynamics equivalents: phone calls to PhoneCall, emails to Email, meetings to Appointment, and text notes to Note. Original timestamps, owners, and parent-record links (Contact, Organization, Transaction) are preserved across all activity types. Activities with no matching parent record (deleted Contact or Organization) are flagged in the migration report for manual review.

Realvolve File Manager documents re-upload to the Dynamics 365 SharePoint-connected library linked to the Contact, Account, or Opportunity. Small inline attachments (under 25MB) migrate as Note attachments. File names and original upload dates are preserved as metadata. FlitStack validates SharePoint connectivity before document migration begins and defers document transfer if the SharePoint site is not yet configured in your Dynamics environment.

Realvolve Workflows (Premium add-on) have no direct equivalent in Dynamics 365 Sales and do not migrate. FlitStack exports your Realvolve workflow definitions—including trigger conditions, pause-and-wait nodes, and action sequences—as a PDF rebuild reference for Power Automate or Dynamics business process flow recreation.

Realvolve property records (listing address, MLS number, property type, listing agent) require a custom Property entity in Dynamics 365 Sales. FlitStack maps property fields to custom fields on the Property entity and links each Property to the Account (seller/buyer) and Opportunity (transaction) via lookup fields.

Realvolve Groups with rule-based membership (dynamic groups) cannot be replicated as-is in Dynamics 365. FlitStack exports the group membership criteria and delivers a saved query definition that your Dynamics admin can use to recreate equivalent query-based views or static marketing lists.

Realvolve users and agents resolve to Dynamics 365 SystemUser records by email address match. Unmatched users are flagged before migration so your team can provision Dynamics 365 licenses and user accounts in advance. Historical transaction and activity ownership transfers to the resolved SystemUser.

Realvolve MLS board membership (e.g., ARER, NAR, local MLS board names) has no native Dynamics 365 equivalent. FlitStack migrates MLS board names as a custom multi-select pick-list or text field on the Account record for reference. The custom field requires pre-creation in your Dynamics environment before migration with the appropriate data type (text or pick-list) based on your preferred data structure.

Realvolve agent commission and volume tracking fields migrate as custom numeric fields on the Opportunity (commission percentage, volume credit) and SystemUser (YTD volume, tier status). These require your Dynamics admin to create the custom decimal and currency fields on both the Opportunity and SystemUser entities before the migration run executes to avoid schema mismatch errors.