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

Most migrations land between two and three weeks for clean exports under 10,000 Contacts and 2,000 Deals. Migrations requiring extensive data cleansing, multiple custom objects, or large engagement histories (over 200,000 activity records) extend to eight to twelve weeks. The discovery phase for Results adds one to two weeks because field verification requires direct account access or a full export before we can finalize schema mapping.

Do workflows, automations, or calculated fields migrate from Results?

No. Results workflow rules and automations do not migrate to Dynamics 365 because they are configured in Results' own automation model and have no direct equivalent in Dynamics 365 or Power Automate. Calculated fields do not transfer as computed values; Dynamics 365 recalculates them based on its own formula definitions. We deliver a written inventory of every active automation and calculated field with recommended Dynamics equivalents for the customer's admin to rebuild.

Can we run Results and Dynamics 365 in parallel during migration?

Yes. We recommend running both systems concurrently during the migration window, with Results accepting writes while we import historical data into Dynamics 365. On the cutover date, we freeze writes in Results, run a final delta import of any records created or modified since the migration began, then switch the sales team to Dynamics 365 as the system of record. We do not provide ongoing dual-system sync as a standard feature; that requires a separate integration scope.

How do we handle the Results to Dynamics 365 field mapping if Results has custom fields?

We inventory every custom field during the discovery phase by extracting the full schema from the Results instance or data export. Each custom field receives a typed mapping to the equivalent Dataverse attribute (string to nvarchar, number to integer or decimal, picklist to option set). Calculated fields are flagged and not migrated as computed values; we recommend rebuilding them as Dataverse calculated columns post-migration. The customer approves the final field mapping before any data loads.

Does FlitStack AI migrate historical emails, calls, and meetings from Results?

Yes. We migrate activity history (tasks, meetings, notes, and file attachments) via the Dynamics 365 Bulk API to handle volume without timing out the Data Import Wizard. Emails and calls migrate as Task records with TaskSubtype set to Email or Call and disposition metadata preserved in custom fields. Activity dates and timestamps transfer to preserve the chronological timeline in Dynamics 365. Activity migration runs after standard entities (Account, Contact, Opportunity) to ensure parent-record lookups are satisfied.

Why does the discovery phase take longer for Results than for other CRM platforms?

Most CRM platforms we migrate have public API documentation, known schema structures, or at least confirmed export formats. Results CRM does not publish a public API schema or developer documentation, which means we cannot pre-validate field compatibility or design the mapping before receiving a data export or direct account access. This scoping step is non-negotiable because we need to confirm what data exists, what data types are in use, and whether the export is complete before committing to a timeline and price.

What Microsoft Dynamics 365 Sales edition do we need for this migration?

Microsoft Dynamics 365 Sales Professional at $65 per user per month covers standard CRM migration scope including Contacts, Accounts, Opportunities, Activities, and custom fields. Sales Enterprise at $105 per user per month adds advanced pipeline management, Sales Insights, and enhanced forecasting. Sales Premium at $150 per user per month includes Microsoft Copilot across all surfaces. We recommend Professional for straightforward migrations and flag if the customer's use case requires features only available in higher tiers.

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

Overview

What this migration involves

Moving from Results to Microsoft Microsoft Dynamics 365 Sales requires upfront field-verification because Results does not publish a public API schema or detailed object model that allows us to plan mapping without direct account access. We scope the migration by connecting to the Results instance or receiving a data export, identifying every custom field, calculated property, pipeline structure, and engagement object before we commit to a migration plan. Microsoft Microsoft Dynamics 365 Sales uses the Dataverse data model with Account-Contact-Opportunity as the core entity hierarchy, where Deals from Results map to Opportunities, Companies map to Accounts, and Contacts map directly. We resolve the relationship chain (Account must exist before Contact, Contact before Opportunity) during import, and we use the Dynamics 365 Bulk API for activity history to avoid CSV-loader timeouts on large engagement volumes. Workflows, automations, and any calculated fields do not migrate; we deliver a written inventory of these for the customer's admin to rebuild in Dynamics or Power Automate.

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

Results

What's pushing teams away

Architecture limits — the platform is positioned for SMBs and not designed to scale beyond ~15 users or 15,000 contacts, prompting growing teams to migrate to enterprise platforms.
No public REST API documentation or developer portal — custom integrations beyond the published connectors depend on vendor engagement or Zapier middleware.
QuickBooks-centric integration story leaves teams running NetSuite, Xero, or Sage looking elsewhere for native bidirectional accounting sync.
Heavy reliance on Windows and Office desktop environments may not fit fully browser-native or macOS/Linux remote workforces.
Limited public review volume on G2 and a small community footprint make benchmarking and peer-comparison harder than for category leaders.

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 Results objects map to Microsoft Dynamics 365 Sales

Each row shows how a Results 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.

Results

Contact

maps to

Microsoft Dynamics 365 Sales

Contact

1:1

Fully supported

Results Contacts map directly to Dynamics 365 Contacts. We extract every standard and custom property on the Contact record and map to typed Dataverse attributes. The primary key lookup on Contact is the email address, used for deduplication during import. Contact requires a parent Account (AccountId) after Account import completes, so we stage Contact import as phase two.

Results

Company

maps to

Microsoft Dynamics 365 Sales

Account

1:1

Fully supported

Results Companies map to Dynamics 365 Accounts. Company name becomes Account Name, domain becomes Website, and industry codes map to a configured Account.IndustryCode picklist. We run Account import as phase one because Contact and Opportunity both require an AccountId reference before insert.

Results

Deal

maps to

Microsoft Dynamics 365 Sales

Opportunity

1:1

Fully supported

Results Deals map to Dynamics 365 Opportunities. The deal name becomes Opportunity.Name, deal value becomes Amount, close date becomes EstimatedCloseDate, and pipeline stage maps to a Microsoft Dynamics 365 Sales Process and Stage. If Results uses multiple pipelines, each becomes a separate Record Type on Opportunity.

Results

Pipeline

maps to

Microsoft Dynamics 365 Sales

Record Type + Sales Process

lossy

Fully supported

Results pipeline definitions (pipeline names, stage values, probabilities) map to Dynamics 365 Record Types and Sales Processes. We configure the Record Type and Sales Process in the destination Dynamics 365 environment before Opportunity import, ensuring stage values are whitelisted per pipeline context.

Results

Activity: Task

maps to

Microsoft Dynamics 365 Sales

Task

1:1

Fully supported

Results task records (created, completed, assigned) map to Dynamics 365 Task. Subject, Description, Status, Priority, and ActivityDate transfer directly. Owner resolution matches Results owner email to Dynamics 365 User.email.

Results

Activity: Meeting

maps to

Microsoft Dynamics 365 Sales

Event

1:1

Fully supported

Results meeting records map to Dynamics 365 Event. StartDateTime, EndDateTime, Location, and Subject transfer directly. Attendees create EventRelation records linked to the corresponding Contact or Account in Dynamics.

Results

Activity: Note

maps to

Microsoft Dynamics 365 Sales

Note

1:1

Fully supported

Results notes map to Dynamics 365 Note (or Annotation) objects. Body text transfers as is. We attach notes to the parent Contact, Account, or Opportunity via the ObjectId lookup field.

Results

Attachment

maps to

Microsoft Dynamics 365 Sales

Annotation (File Attachment)

1:1

Fully supported

File attachments from Results are extracted and uploaded as Dynamics 365 Annotation records with file content in DocumentBody. We preserve filename, content type, and file size. The RegardingObjectId links the attachment to the corresponding Contact, Account, or Opportunity.

Results

Custom Field

maps to

Microsoft Dynamics 365 Sales

Custom Field (Dataverse)

1:1

Fully supported

Any custom fields discovered during scoping migrate as custom attributes on the target entity in Dynamics 365. We create the custom attribute via the Dataverse API before migration, matching the field type (string, integer, decimal, picklist, boolean, datetime). Calculated fields in Results do not transfer; we flag them for manual configuration in Dynamics.

Results	Microsoft Dynamics 365 Sales	Compatibility
Contact	Contact1:1	Fully supported
Company	Account1:1	Fully supported
Deal	Opportunity1:1	Fully supported
Pipeline	Record Type + Sales Processlossy	Fully supported
Activity: Task	Task1:1	Fully supported
Activity: Meeting	Event1:1	Fully supported
Activity: Note	Note1:1	Fully supported
Attachment	Annotation (File Attachment)1:1	Fully supported
Custom Field	Custom Field (Dataverse)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.

Results gotchas

High

QuickBooks-linked records have dual sources of truth

Medium

Suite is not architected to scale beyond ~15 users / 15K contacts

Medium

No documented public REST API

Medium

Field Service photos and signatures require separate binary extraction

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

Results gotchas		Microsoft Dynamics 365 Sales gotchas
Severity	Issue	Severity	Issue
High	QuickBooks-linked records have dual sources of truth	High	Professional tier 15-table custom table limit blocks migrations
Medium	Suite is not architected to scale beyond ~15 users / 15K contacts	High	October 2024 pricing increase applies at renewal for all customers
Medium	No documented public REST API	Medium	Custom fields must be created in the UI before API writes
Medium	Field Service photos and signatures require separate binary extraction	Medium	Power Platform request limits apply to bulk migrations
		Medium	Activity records orphaned to inactive owners fail silently

Pair-specific challenges

Results lacks public API documentation requiring scoping-first approach

Results CRM does not publish a public API schema, developer documentation, or confirmed object model. Every field, custom property, relationship, and data type must be verified by connecting to the live instance or receiving a full data export before we can commit to a migration plan. This extends the discovery phase by one to two weeks compared to migrations from platforms with open APIs. We do not begin schema design or field mapping until scoping is complete.
Calculated fields in Results do not transfer to Dynamics 365

Results may use calculated fields or formula properties to derive values (for example, a computed deal score or weighted pipeline value). Dynamics 365 does not import calculated values directly; it recalculates them based on its own computed column definitions. We flag every calculated field during scoping and recommend whether to rebuild it as a Dataverse calculated column or a Power Automate flow. Migration of the underlying raw values is always supported.
Results data exports may use non-standard date formats or character encodings

Small and mid-market CRMs like Results frequently export data with locale-specific date formats (DD/MM/YYYY versus MM/DD/YYYY), missing encoding declarations, or special characters that break CSV parsing in Dynamics 365 Data Import Wizard. We run a profiling pass on the export file before mapping, normalizing dates to ISO 8601 (YYYY-MM-DDTHH:MM:SSZ), encoding to UTF-8, and escaping special characters. This step prevents silent record rejection from Dynamics validation rules.
Activity history volume can exceed CSV loader limits

If the Results instance has accumulated thousands of task, meeting, and note records over multiple years, the Dynamics 365 Data Import Wizard will time out on large batches. We use the Dynamics 365 Bulk API with batch chunking (up to 10,000 records per batch) and exponential backoff on throttling responses. Activity records are imported after standard entities (Account, Contact, Opportunity) to ensure parent-record lookups are satisfied.
Workflows, automations, and calculated rules do not migrate

Results workflow rules, automation triggers, and any configured alert or notification logic do not transfer to Dynamics 365. Dynamics 365 implements automation through Power Automate flows and Dynamics workflows, which have different trigger models and action libraries. We deliver a written inventory of every active automation in Results with its trigger conditions and recommended Power Automate equivalent. Rebuilding these is outside standard migration scope.

Migration approach

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

Discovery and export verification

We request a full data export from Results or connect to the instance via available API access to inventory every object, custom field, pipeline, and engagement type. We verify record counts per object, identify calculated fields, flag any restricted or archived data that should not migrate, and confirm the export format (CSV, JSON, direct API pull). This step produces a written migration scope that both parties sign off on before schema design begins.
Schema design and custom field creation

We design the Dynamics 365 destination schema by mapping each Results object to its Dataverse equivalent, creating custom attributes for any Results custom fields, and configuring Record Types and Sales Processes for each Results pipeline. Schema is deployed to a Dynamics 365 Sandbox environment first for validation. We coordinate with the customer's Dynamics 365 admin to assign the migration service principal the necessary Dataverse privileges (Create, Read, Write, Delete on target entities).
Data profiling and cleansing

We run a data quality assessment on the Results export, identifying duplicate records (matched on email and company name), missing required fields (Account Name, Contact Email), inconsistent date formats, and special character issues. We produce a cleansing report with row-level recommendations. The customer approves which records to de-dupe, archive, or correct before we proceed to import.
Sandbox migration and reconciliation

We run a full migration into the Dynamics 365 Sandbox using production-like data volume. The customer's RevOps lead reviews 25-50 randomly selected records per object against the Results source, validates relationship integrity (Contacts linked to Accounts, Opportunities linked to Contacts), and signs off on mapping accuracy. Any field mapping corrections happen in Sandbox before production migration begins.
Production migration in dependency order

We run production migration in the correct record-dependency sequence: Accounts (from Companies), Contacts (with AccountId resolved), Opportunities (with AccountId and OwnerId resolved), Activities (Tasks, Events, Notes, Attachments via Bulk API), Custom Fields (dataverse attribute insert followed by value migration). Each phase emits a row-count reconciliation report. We freeze Results write access during the final 48-hour delta window to capture any records modified during migration.
Cutover, validation, and automation handoff

We enable Dynamics 365 as the system of record after final validation, deliver the automation inventory document for the customer's admin to rebuild in Power Automate, and provide a one-week hypercare window for reconciliation issues. We do not rebuild workflows, automations, or calculated fields inside the standard migration scope; those are documented for the customer's admin or a separate Power Automate engagement.

Platform deep dives

Context on both ends of the pair

Results

Source

Strengths

Tight QuickBooks Desktop and Online integration eliminates double-entry between CRM and accounting.
Bundled CRM, Sales, Business, and Field Service modules in one suite reduce tool sprawl for service SMBs.
Field Service module at $10/user/month adds mobile photo/signature capture and on-site checklists at low marginal cost.
Choice of one-time perpetual license or month-to-month rent-to-own subscription accommodates SMB cash flow constraints.
Pre-built integrations with AvaTax, Zapier, Outlook, Gmail, SMS, WhatsApp, and Calendly cover common SMB stack needs.

Weaknesses

Not architected to scale beyond ~15 users or 15,000 contacts.
No documented public REST API; custom integrations require Zapier or vendor engagement.
QuickBooks-centric story leaves NetSuite/Xero/Sage customers without native integration.
Windows/Office desktop dependencies limit fit for fully browser-native or macOS/Linux teams.
Limited public review volume on G2 and small community footprint complicate vendor comparison.

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

	Results Source	Microsoft Dynamics 365 Sales Destination
Strengths	Tight QuickBooks Desktop and Online integration eliminates double-entry between CRM and accounting. Bundled CRM, Sales, Business, and Field Service modules in one suite reduce tool sprawl for service SMBs. Field Service module at $10/user/month adds mobile photo/signature capture and on-site checklists at low marginal cost. Choice of one-time perpetual license or month-to-month rent-to-own subscription accommodates SMB cash flow constraints. Pre-built integrations with AvaTax, Zapier, Outlook, Gmail, SMS, WhatsApp, and Calendly cover common SMB stack needs.	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	Not architected to scale beyond ~15 users or 15,000 contacts. No documented public REST API; custom integrations require Zapier or vendor engagement. QuickBooks-centric story leaves NetSuite/Xero/Sage customers without native integration. Windows/Office desktop dependencies limit fit for fully browser-native or macOS/Linux teams. Limited public review volume on G2 and small community footprint complicate vendor comparison.	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

Complexity grading

How hard is this migration?

Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Results and Microsoft Dynamics 365 Sales .

Object compatibility
B
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
C
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
B
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
B
Results: Not publicly documented.
Data volume sensitivity
B
Results doesn't expose a bulk API — REST + parallelization used for high-volume runs.

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Migrate from Results 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

Results

Microsoft Dynamics 365 Sales

How Results objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

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

Context on both ends of the pair

How hard is this migration?

Estimate your Results to Microsoft Dynamics 365 Sales migration cost

What are you migrating?

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

Can't find your answer?

Related migrations to explore

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

Migrate from Results 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

Results

Microsoft Dynamics 365 Sales

How Results objects map to Microsoft Dynamics 365 Sales

What specifically takes care here

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

Context on both ends of the pair

How hard is this migration?

Estimate your Results to Microsoft Dynamics 365 Sales migration cost

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

Can't find your answer?

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

Do workflows, automations, or calculated fields migrate from Results?

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

Can we run Results and Dynamics 365 in parallel during migration?

How do we handle the Results to Dynamics 365 field mapping if Results has custom fields?

Does FlitStack AI migrate historical emails, calls, and meetings from Results?

Why does the discovery phase take longer for Results than for other CRM platforms?

What Microsoft Dynamics 365 Sales edition do we need for this migration?

Related migrations to explore

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

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