Migrate from REIPro to Microsoft Dynamics 365 Sales

REIPro contact records map directly to Dynamics 365 Contacts. Standard fields (firstname, lastname, email, phone) transfer 1:1 without transformation. The REIPro contact ID is stored in a custom Source_ID__c field for traceability, audit trail, and delta-run de-duplication to prevent duplicate records from appearing during subsequent incremental syncs from REIPro.

REIPro contacts who are also property owners require a two-step map: property record creates an Account in Dynamics 365, and the contact record links to it via the AccountId lookup. This preserves the investor-property relationship that REIPro models as a single contact object, ensuring that the person and their owned properties remain associated across both records.

REIPro property records (addresses, owner names, county records, MLS identifiers) map to Dynamics 365 Accounts using address fields. We create custom fields for county record ID and MLS number since Dynamics 365 has no native real estate registry fields. Consider a custom Property entity in Dataverse if your team needs to track multiple addresses per investor.

REIPro leads (motivated sellers) map to Dynamics 365 Leads. REIPro's motivation type (foreclosure, divorce, job loss, probate) and source type (MLS, county, skip trace, direct mail) require custom fields on the Lead entity since Dynamics 365 has no native seller motivation tracking.

REIPro deal records map to Dynamics 365 Opportunities. Deal name, amount, close date, and owner transfer directly without transformation. Pipeline stage maps via value mapping to Dynamics 365 Opportunity Stage pick-list values per your configured sales process, ensuring that deal progress is visible in Dynamics 365 dashboards and reports immediately after migration completes.

REIPro's investment stages (Under Contract, Inspection, Rehab, Listed, Sold) map to Dynamics 365 Opportunity Stage values through explicit value-by-value mapping for each stage name. Stage probability and forecast category re-apply from Dynamics 365's stage configuration after migration, and we validate that each stage transition follows your configured business process rules in the target system.

REIPro's 10-step workflow tracker converts to Tasks in Dynamics 365. Each step becomes a Task record linked to the Opportunity, with the step number and step name stored in custom fields. Step descriptions, scripts, and document attachments are exported as Notes and re-uploaded to SharePoint or Dynamics 365.

REIPro activity history (calls, emails, meetings logged against deals or contacts) migrates as Dynamics 365 Tasks with Type='Phone Call' or Type='Email' depending on the activity type. Meeting activities with start/end times migrate as Dynamics 365 Appointments with duration and location preserved. Original timestamps, owners, and direction (inbound/outbound) are preserved throughout the migration to maintain complete engagement records.

REIPro notes and uploaded documents migrate to Dynamics 365 Notes as Annotation records. Files are re-uploaded to SharePoint or Dynamics 365 file storage depending on your configured document management setup. File size limits (25MB per file in Dataverse) are enforced during migration; larger files are flagged for manual handling and documented in the migration report for your team to address post-migration.

REIPro's skip trace credit balance has no Dynamics 365 equivalent. We export this as a reference value in a custom field (SkipTrace_Credits_Remaining__c) and note it in the rebuild reference document so your team can manage credits in the new system.

REIPro custom objects (if configured) map to custom tables in Dynamics 365 Dataverse. Custom object relationships to properties or contacts require junction tables in Dataverse when the source uses N:N linking. We deliver a custom entity setup plan before data lands.