Migrate from Sales Infinite to Microsoft Dynamics 365 Sales

Sales Infinite Contacts may include both unqualified prospects and active customers with a status or lifecycle property distinguishing the two. We apply a qualification split rule during scoping: records meeting the customer's buyer-ready criteria map to Salesforce Contact attached to an Account; others map to Lead. The original Sales Infinite status property is preserved in a custom field si_original_status__c on both Lead and Contact for audit and reporting continuity.

Sales Infinite Account records map directly to Microsoft Dynamics 365 Sales Account. Industry, annual revenue, type, and address fields translate 1:1. We flag any Account records that lack an associated Contact, as these orphan Accounts require a decision on whether to attach a placeholder Contact or archive the Account record before migration.

Sales Infinite Opportunities map to Microsoft Dynamics 365 Sales Opportunity with Amount, CloseDate, and Stage preserved. The pipeline stage label set from Sales Infinite is mapped to a Microsoft Dynamics 365 Sales Process (or multiple Record Types if multiple pipelines exist). We configure the stage probability map during discovery and deploy via Dataverse before Opportunity records are loaded.

Each Sales Infinite pipeline with its associated stage labels, probabilities, and ordering translates to a Dynamics 365 Record Type and corresponding Sales Process. Stage values are created in Dataverse with matching probability percentages, and the Record Type is assigned to the Opportunity at migration time. If Sales Infinite stages cannot be mapped 1:1, we flag the gap and document the closest Dynamics 365 equivalent.

Sales Infinite Activities are decomposed by type: email engagements map to Dynamics 365 EmailMessage records (the content) linked to a Task record (the timeline entry); call engagements map to Task with TaskSubtype=Call; meeting engagements map to Event with start and end time preserved; standalone tasks map to Task. We resolve WhoId (Contact or Lead) and WhatId (Opportunity or Account) using a pre-built lookup table generated during the Contact and Opportunity migration phases.

Sales Infinite Notes migrate to Dynamics 365 Note records linked via ContentDocumentLink to the parent Account, Contact, or Opportunity. Rich text formatting is preserved where the destination field supports it. File attachments associated with Notes are downloaded individually from Sales Infinite and re-uploaded to the corresponding Dynamics 365 record's SharePoint document location.

Custom fields on any standard object (Contact, Account, Opportunity) require schema discovery before mapping. Sales Infinite allows property types that may not map directly to Dataverse column types: multi-select picklists translate to Dataverse choice columns; number fields with formatting translate to decimal or currency columns; formula fields are flagged as non-migratable because they compute at runtime. We pre-create all destination custom fields in a Dataverse sandbox before production migration.

Sales Infinite Owners are resolved by email match against the Dynamics 365 destination User table. Any Owner record without a matching User in the destination is held in a reconciliation queue for the customer's admin to provision. OwnerId is required on Opportunity and Contact records; unresolved owners block those record types from loading.

If the Sales Infinite subscription tier includes a separate Lead object, those records migrate directly to Dynamics 365 Lead. Lead source, status, and any scoring fields map to corresponding Dynamics 365 fields. If Sales Infinite does not have a separate Lead object and all prospects live as Contacts, we apply the qualification split rule documented in the Contact mapping entry.