Migrate from SalesNexus to Microsoft Dynamics 365 Sales

SalesNexus Contacts map directly to Microsoft Dynamics 365 Sales Contact records on the Dataverse Contact entity. We extract the full field schema via the get-all-fields endpoint, map each integer field ID to a typed Dataverse column, and preserve custom field labels. Email addresses serve as the deduplication key. Owner assignment resolves via email lookup to the destination D365 User. Contact tier validation against the target plan tier happens before import: if the count exceeds the destination plan limit, we flag overflow contacts for deferred migration or plan upgrade.

SalesNexus Company records map to Dynamics 365 Account. The company domain becomes the Account Website field and serves as a secondary dedupe key alongside the primary name match. Account is created before Contact import so that the parent AccountId lookup is satisfied at the moment of Contact insert. No special handling required beyond standard ordering.

Each SalesNexus pipeline (up to 10 on Starter, unlimited on Enterprise) becomes a Salesforce-style Record Type on Opportunity in D365 Sales. Record Types are configured in the Dynamics 365 solution before migration and linked to a corresponding Sales Process that scopes stage values per line of business. We export the pipeline name, stage count, and stage order from SalesNexus during scoping.

SalesNexus stage names and their integer order within a pipeline map to D365 Sales stage values within the corresponding Sales Process. Probability percentages migrate from SalesNexus stage defaults to D365 stage probability fields. Closed-Won and Closed-Loss stage transitions are preserved. Stage mappings are validated during sandbox migration before production import.

SalesNexus Tasks (open and completed) map to Dynamics 365 Task records. Due date, completion status, subject, and priority transfer directly. Owner assignment resolves by email match to the destination D365 User. Tasks without a matching User are assigned to a default owner and flagged for admin review. Completed tasks include the completion timestamp preserved from the source record.

SalesNexus stores unlimited email archival. We export subject, body (as HTML), date, and direction (sent/received). Email content migrates to Dynamics 365 Email (EmailActivity) records linked to the Contact or Account. The HTML body converts to plain text or renders natively in D365 depending on the target org configuration. Direction is preserved in a custom field or activity type indicator.

SalesNexus call recordings and transcriptions link to Contact Activity records. We export the transcription text and a URL reference to the recording audio file. Binary audio files are not re-uploaded; the URL reference is stored in a custom field on the Task record for agents to access in-browser. The task is created with TaskSubtype = Call and disposition captured in a custom field if present.

SalesNexus custom fields on Contacts and Companies use integer field IDs retrieved from get-all-fields. We export the full schema (label, type, required flag) and create matching Dataverse custom columns in the target D365 solution before import. Field types are mapped: text fields to Text, numeric fields to Decimal or Integer, date fields to DateTime, and checkbox fields to Two Options. Required field validation is coordinated with the customer's admin to either temporarily relax or explicitly populate before production load.

SalesNexus Owner references (owner_id on records) resolve by email match against the destination D365 Sales User table. We export the complete user list from SalesNexus during scoping and compare it against the destination org's User records. Owners without a D365 match enter a reconciliation queue for admin provisioning before record import resumes. Active vs inactive status is preserved where the destination User has already been provisioned.