How long does a REsimpli to Dynamics 365 Sales migration take?

Most REsimpli to Dynamics 365 Sales migrations complete in 3–7 days for under 25,000 records with clean property data. Complex datasets with 100k+ records or extensive custom property fields extend to 10–21 days. The longest phase is pre-migration: auditing REsimpli exports and creating Dynamics 365 custom fields. REsimpli's limited bulk export mechanism may require multiple CSV passes, adding preparation time before the migration run.

Will my REsimpli SpeedToLead and drip campaign automations migrate to Dynamics 365 Sales?

No. REsimpli AI agent configurations (SpeedToLead, VoiceFollow AI, CallAnswer AI) and drip campaign sequences do not have Dynamics 365 equivalents. These automation objects are proprietary to REsimpli and must be rebuilt from scratch. Dynamics 365 Sales Enterprise includes Copilot for Sales, and Power Automate handles workflow automation. We export your REsimpli campaign and AI agent configurations as a reference document so your Dynamics admin can rebuild the logic using Microsoft tools.

What happens to my REsimpli property data in Dynamics 365 Sales?

REsimpli property records become custom fields on Dynamics 365 Account entities. Property address, type, bedroom/bath count, square footage, estimated ARV, repair estimate, and seller motivation notes transfer as custom fields: Property_Type__c, Estimated_ARV__c, Repair_Estimate__c, Seller_Motivation__c, and others identified in the pre-migration audit. We create these custom fields in your Dynamics 365 solution before migration so property data lands in the correct fields.

Can I migrate REsimpli custom property fields to Dynamics 365?

Yes. REsimpli custom property fields migrate to Dynamics 365 as custom fields on the Account entity. We identify all active custom fields in your REsimpli instance during the pre-migration audit, then create corresponding fields in Dynamics 365 before data import. Fields that exist in REsimpli but have no mapped destination are documented as unmapped. REsimpli's free-form custom field model means every customer's property schema differs—we tailor the Dynamics 365 field creation to match your specific REsimpli configuration.

What happens to REsimpli leads and contacts that have skip tracing data?

Skip tracing results from REsimpli transfer as custom fields on the Contact record in Dynamics 365. Found phone numbers map to SkipTrace_Phone__c, found emails to SkipTrace_Email__c, and relative contact names to SkipTrace_Relative__c. The date of the skip trace is preserved in SkipTrace_Date__c. Note that the skip tracing tool itself does not migrate—Dynamics 365 does not have a native skip tracing feature, though third-party integrations are available.

Does the migration affect my REsimpli account during cutover?

No. FlitStack AI uses read access on REsimpli via CSV export—your team continues working in REsimpli throughout the migration. We export snapshots of your data rather than operating live in the platform. A delta pickup window captures any new leads, contacts, or deals created or modified in REsimpli during the cutover period so your Dynamics 365 environment reflects the final state at go-live.

What happens to REsimpli list stacking criteria in Dynamics 365?

REsimpli list stacking filters (absentee owner, tax delinquent, equity position, occupancy status) do not transfer as active filters. The underlying lead and property data migrates, but the stacked view definitions must be recreated in Dynamics 365 using Advanced Find queries or segmentation tools. We capture each stacking criterion as a text field on the record so the original filter logic is documented for your Dynamics admin to rebuild manually after migration.

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

Overview

What this migration involves

REsimpli is a real estate-investor-specific CRM centered on leads, property data, AI agent configurations, and automated follow-up sequences. Microsoft Dynamics 365 Sales is a general-purpose CRM built on the Dataverse data platform, with entities for Accounts, Contacts, Leads, Opportunities, and Activities. These platforms diverge significantly: REsimpli stores property-level data (address, type, estimated ARV, repairs, motivation) as first-class objects, while Dynamics 365 Sales requires custom fields on Account records to capture equivalent real estate information. REsimpli's AI agent configurations—VoiceFollow AI, CallAnswer AI, SpeedToLead—are proprietary automation objects with no direct Dynamics 365 equivalent and must be rebuilt using Dynamics automation tools or Power Automate. Drip campaigns and follow-up sequences do not migrate. We extract REsimpli data via CSV export, map leads and contacts to Dynamics 365 entities, transform property data into custom fields on Account records, and preserve engagement history as Activities. Owner assignment uses email matching against Dynamics 365 users. This migration approach addresses the architectural differences between the two platforms while maintaining data integrity for real estate investment operations.

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

REsimpli

What's pushing teams away

Persistent product gaps and inconsistent support quality frustrate teams that rely on REsimpli as their primary operational system, with some citing months of unresolved issues before cancelling.
Slow onboarding blocks deal flow — importing leads takes roughly two weeks, and getting the website and texting approvals live takes another month, during which assignment managers and disposition staff cannot work effectively.
Hidden and accumulating costs for team productivity tools push small operations past their budget, especially when the features that make the platform worth using sit behind higher tiers.
Lack of a public API means customers are locked into CSV-based data movement, making integrations with external reporting or advanced BI tooling impossible without third-party workarounds.

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 REsimpli objects map to Microsoft Dynamics 365 Sales

Each row shows how a REsimpli 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.

REsimpli

Lead

maps to

Microsoft Dynamics 365 Sales

Lead

1:1

Fully supported

REsimpli leads map directly to Dynamics 365 Lead records. Lead name, email, phone, and source information transfer directly. REsimpli's lead scoring does not map natively—stored as a custom number field on the Lead record in Dynamics 365. Address and company association fields transfer as custom attributes if present in REsimpli.

REsimpli

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

Contact records transfer 1:1 to Dynamics 365 Contact. Full name, email, phone, address, and company association map to Contact entity fields. Owner resolution uses email matching against the Dynamics 365 user table. Custom contact fields in REsimpli transfer as custom fields on Contact.

REsimpli

Company/Organization

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

REsimpli organizations map to Dynamics 365 Account records. Company name, domain, and industry transfer directly. Organization-level notes and tags from REsimpli become custom fields on Account. Parent company relationships map to Account.ParentAccountId if configured in REsimpli.

REsimpli

Property

maps to

Microsoft Dynamics 365 Sales

Account (custom fields)

1:1

Fully supported

REsimpli property records have no direct Dynamics 365 equivalent. Property address, type, bedroom/bath count, square footage, estimated ARV, repair estimate, and motivation notes migrate as custom fields on the related Account record. We pre-create Property_Address__c, Property_Type__c, Estimated_ARV__c, and related fields before migration.

REsimpli

Deal

maps to

Microsoft Dynamics 365 Sales

Opportunity

1:1

Fully supported

REsimpli deals map to Dynamics 365 Opportunity. Deal name, amount, stage, close date, and owner transfer. REsimpli pipeline stages map to Opportunity StageName values via value_mapping. Custom deal fields like wholesale price and assignment fee transfer as custom fields on Opportunity.

REsimpli

Task/Activity

maps to

Microsoft Dynamics 365 Sales

Task

1:1

Fully supported

REsimpli call logs, notes, and follow-up tasks transfer to Dynamics 365 Task records. Subject, description, due date, and status map directly. Original timestamps and owners preserved. Call duration stored in custom Duration_min__c field. Email attachments and related contacts link via standard Dynamics relationship fields.

REsimpli

Campaign/Drip Sequence

maps to

Microsoft Dynamics 365 Sales

N/A

1:1

Fully supported

REsimpli drip campaigns and automated follow-up sequences do not have a Dynamics 365 equivalent. These automation workflows must be rebuilt in Dynamics using Power Automate flows or Dynamics 365 Sales automation rules. We export the campaign configuration as a reference document for your Dynamics admin.

REsimpli

SpeedToLead Configuration

maps to

Microsoft Dynamics 365 Sales

N/A

1:1

Fully supported

REsimpli's SpeedToLead AI agent configuration is proprietary. No equivalent exists in Dynamics 365 Sales. We export the SpeedToLead setup (response timing, voice greeting, call routing rules) as a requirements document for rebuilding using Power Automate and Dynamics 365 Copilot Studio.

REsimpli

Skip Tracing Data

maps to

Microsoft Dynamics 365 Sales

Contact (custom fields)

1:1

Fully supported

Skip tracing results (phone numbers, emails, relatives) from REsimpli transfer as custom fields on Contact: SkipTrace_Phone__c, SkipTrace_Email__c, SkipTrace_Relative_Name__c. Data freshness date preserved in SkipTrace_Date__c custom field. Confidence scores and data sources also migrate when available in REsimpli export.

REsimpli

List Stacking Criteria

maps to

Microsoft Dynamics 365 Sales

Account/Lead (custom fields)

1:1

Fully supported

REsimpli's list stacking filters (absentee owner, tax delinquent, equity position) do not transfer as active filters. The underlying lead and property data transfers. We capture the stacking criteria as text fields (Stack_Criteria__c) so the source filter is documented for manual recreation in Dynamics 365 segmentation.

REsimpli	Microsoft Dynamics 365 Sales	Compatibility
Lead	Lead1:1	Fully supported
Contact	Contact1:1	Fully supported
Company/Organization	Account1:1	Fully supported
Property	Account (custom fields)1:1	Fully supported
Deal	Opportunity1:1	Fully supported
Task/Activity	Task1:1	Fully supported
Campaign/Drip Sequence	N/A1:1	Fully supported
SpeedToLead Configuration	N/A1:1	Fully supported
Skip Tracing Data	Contact (custom fields)1:1	Fully supported
List Stacking Criteria	Account/Lead (custom fields)1:1	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.

REsimpli gotchas

High

No public API forces CSV-based migration with data-loss risk

High

AI agent configs and website content are non-transferable

Medium

Tier-based list stacking and skip-tracing limits constrain data volume

Medium

Slow onboarding delays operational continuity

Low

Drip campaign sequence logic does not export as transferable automation

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

REsimpli gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	No public API forces CSV-based migration with data-loss risk	High	Professional tier 15-table custom table limit blocks migrations
High	AI agent configs and website content are non-transferable	High	October 2024 pricing increase applies at renewal for all customers
Medium	Tier-based list stacking and skip-tracing limits constrain data volume	Medium	Custom fields must be created in the UI before API writes
Medium	Slow onboarding delays operational continuity	Medium	Power Platform request limits apply to bulk migrations
Low	Drip campaign sequence logic does not export as transferable automation	Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

REsimpli export mechanism requires CSV extraction with manual formatting

REsimpli does not expose a comprehensive bulk API for programmatic data extraction. Exporting leads, contacts, properties, and deals requires navigating the REsimpli UI to generate CSV files. Property data and skip tracing results may be on separate export screens. We advise mapping your REsimpli export paths before migration planning begins, as some custom fields may require multiple export passes. CSV formatting (date formats, encoding, line breaks in notes) may require preprocessing before Dynamics 365 bulk import.
Property data lacks standardized field schema in REsimpli

REsimpli allows free-form custom property fields, meaning every customer's property data model can differ. One REsimpli user may track estimated ARV while another tracks list price and offer amount in different fields. We perform a pre-migration field audit to identify which REsimpli property fields exist in your instance, then create corresponding custom fields in Dynamics 365 Account before data import. Fields with no REsimpli counterpart are documented as missing from source.
List stacking criteria do not migrate as active filters

REsimpli's list stacking creates filtered lead views based on criteria like absentee owner status, tax delinquency flags, equity position, and occupancy. These stacked list definitions do not transfer to Dynamics 365 Sales. The underlying leads and their data transfer, but the stacked filter logic must be rebuilt using Dynamics 365 Advanced Find queries or Power Automate. We capture each stacking criterion as a text field on the record so the source filter is preserved for manual rebuild.
AI agent configurations require complete rebuild in Dynamics 365

REsimpli's SpeedToLead, VoiceFollow AI, CallAnswer AI, and other Gen 2 AI agent configurations are platform-specific objects that have no equivalent in Dynamics 365 Sales. These include response timing rules, voice greeting scripts, call routing logic, and AI conversation handling. Dynamics 365 Sales Enterprise includes Copilot for Sales, which provides AI-assisted email drafting and meeting prep. Call handling and lead response automation must be rebuilt using Power Automate flows or Microsoft Copilot Studio.
Drip campaign sequences and SMS automation do not transfer

REsimpli's automated drip campaigns and SMS follow-up sequences are workflow objects with timing rules, message content, and enrollment triggers. Dynamics 365 Sales has native Sales Automation Rules and Power Automate for similar flows, but the campaign definitions do not map directly. We export your drip campaign configuration (step sequence, message content, timing, enrollment criteria) as a reference document. Your Dynamics admin uses this to rebuild the sequence using Dynamics Automation or Power Automate.

Migration approach

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

Audit REsimpli data model and export paths

We review your REsimpli instance to identify all active objects, custom property fields, and lead sources. We walk through the REsimpli export interface to map the CSV export paths for leads, contacts, properties, deals, and activity history. Any fields not visible in the standard export are flagged for manual extraction. This step produces a REsimpli field inventory that maps to a planned Dynamics 365 schema.
Create Dynamics 365 custom fields and entity structure

Before data lands, we create the custom fields in Dynamics 365 that REsimpli's property and real estate data requires. Property_Type__c, Estimated_ARV__c, Repair_Estimate__c, Wholesale_Price__c, SkipTrace_Phone__c, and other custom fields are added to the Account, Contact, and Opportunity entities in your Dynamics 365 solution. We also configure option set values for picklist fields and validate owner matching rules against your Dynamics 365 user list by email domain.
Extract, validate, and transform REsimpli data

We extract CSV files from REsimpli for all mapped objects. Each file undergoes validation for completeness, duplicate detection, and encoding issues before processing. Property data fields are matched to the newly created Dynamics 365 custom fields using the field mapping created in the audit phase. Date formats are standardized to ISO 8601. Lead status and deal stage values are mapped to Dynamics 365 picklist values via the value_mapping configuration.
Run sample migration with field-level diff

A representative slice of records (typically 100–500 across leads, contacts, properties, and deals) migrates first in a staging environment. We generate a field-level diff showing source values against destination field values for review. Property custom fields, skip trace data, and deal amounts are spot-checked against source records. Owner resolution results are reviewed to confirm email matching performed correctly. You approve the sample before the full migration commits.
Execute full migration with delta pickup and rollback

Full data migration runs against your Dynamics 365 production environment using the validated mapping from the sample phase. A delta pickup window captures any new or modified records created in REsimpli during the cutover period. All operations are logged to an audit trail with timestamps and record counts. If reconciliation identifies missing or misaligned records, one-click rollback reverts the migration so corrections can be applied and the run repeated.

Platform deep dives

Context on both ends of the pair

REsimpli

Source

Strengths

AI agent suite handles first-contact outreach and appointment scheduling without human intervention.
Generous free skip-tracing credit allocation reduces per-search costs for active deal sourcers.
All-in-one stack consolidates dialer, SMS, email, and website into a single tool and billing cycle.
Mobile Driving for Dollars lets field investors capture properties and leads directly from the road.
Phased migration documentation gives customers a structured playbook for moving from competing tools like PropStream.

Weaknesses

No public API documented, forcing all data movement through CSV exports and imports.
AI agent configurations and website content cannot leave the platform, making switching expensive.
Customer support quality is inconsistent according to Reddit reports, with some teams waiting months for issue resolution.
Onboarding is slow — importing leads takes roughly two weeks and getting texting approvals live takes a month or more.

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

	REsimpli Source	Microsoft Dynamics 365 Sales Destination
Strengths	AI agent suite handles first-contact outreach and appointment scheduling without human intervention. Generous free skip-tracing credit allocation reduces per-search costs for active deal sourcers. All-in-one stack consolidates dialer, SMS, email, and website into a single tool and billing cycle. Mobile Driving for Dollars lets field investors capture properties and leads directly from the road. Phased migration documentation gives customers a structured playbook for moving from competing tools like PropStream.	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 public API documented, forcing all data movement through CSV exports and imports. AI agent configurations and website content cannot leave the platform, making switching expensive. Customer support quality is inconsistent according to Reddit reports, with some teams waiting months for issue resolution. Onboarding is slow — importing leads takes roughly two weeks and getting texting approvals live takes a month or more.	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

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Migrate from REsimpli 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

REsimpli

Microsoft Dynamics 365 Sales

How REsimpli objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

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

Context on both ends of the pair

How hard is this migration?

Estimate your REsimpli to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

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

Can't find your answer?

Related migrations to explore

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

Migrate from REsimpli 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

REsimpli

Microsoft Dynamics 365 Sales

How REsimpli objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

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

Context on both ends of the pair

How hard is this migration?

Estimate your REsimpli to Microsoft Dynamics 365 Sales migration cost

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

Can't find your answer?

How long does a REsimpli to Dynamics 365 Sales migration take?

Will my REsimpli SpeedToLead and drip campaign automations migrate to Dynamics 365 Sales?

What happens to my REsimpli property data in Dynamics 365 Sales?

Can I migrate REsimpli custom property fields to Dynamics 365?

What happens to REsimpli leads and contacts that have skip tracing data?

Does the migration affect my REsimpli account during cutover?

What happens to REsimpli list stacking criteria in Dynamics 365?

Related migrations to explore

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

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