Migrate from Service Toolz to Microsoft Dynamics 365 Sales

Service Toolz customers map directly to Dynamics 365 Sales Accounts. The customer name becomes Account Name, and the primary contact within the account links via the Primary Contact lookup. If the source customer is an individual rather than a business, route it to the Contact entity instead.

Service Toolz contact records attached to a customer map to Dynamics 365 Sales Contacts under the corresponding Account. The AccountId lookup is set to the migrated Account record. Multiple contacts per account are preserved as individual Contact records. Each contact inherits the parent's address and communication preferences unless explicitly overridden during migration.

Work orders are the core entity in Service Toolz. We map them to Dynamics 365 Sales Opportunities by default, using the work order name as Opportunity Name and the estimated value as Amount. If your work orders contain multi-phase stages, we create a custom WorkOrder table in Dataverse rather than forcing them into the standard Opportunity stage pipeline.

Service Toolz work order status values (Scheduled, In Progress, Completed, On Hold, Cancelled) map to Dynamics 365 Sales Opportunity StageName values or a custom Status pick-list on the custom WorkOrder table. Each value requires explicit value-by-value mapping before migration. Inactive statuses like Cancelled may be mapped to the Closed Lost state, while active statuses follow the standard opportunity pipeline stages.

Each line item on a Service Toolz work order becomes an Opportunity Product record linked to the target Opportunity. The product name, quantity, unit price, and discount fields translate directly. Unmapped products are created as new product records in Dynamics 365 Sales during migration.

Service Toolz quotes map to Dynamics 365 Sales Quote records. The Quote is created in Open status and linked to the corresponding Opportunity. Active quotes that are Accepted or Revised map to Closed statuses — we preserve the last known status at migration time.

Service Toolz invoices migrate to Dynamics 365 Sales Invoice records. Invoices are created in Closed status with the original invoice date, total amount, and line items.发票 numbers from Service Toolz are preserved in the Invoice Number field for audit continuity.

Service Toolz inventory products map to Dynamics 365 Sales Product records. Unit price, cost, product type (bundles, individual items), and product description migrate. If a product exists in Service Toolz without a price, we create it as a draft product in Dynamics 365 Sales for review.

Service Toolz technicians and staff members are resolved by email match against Dynamics 365 Sales system users. Matched users become the OwnerId on migrated records. Technicians without a corresponding Dynamics user are flagged as unresolved and assigned to a fallback owner — your admin invites them to Dynamics 365 before the final run.

Service Toolz custom properties on customers are created as new_ prefixed custom fields on the Dynamics 365 Sales Account table. Field data type is preserved — text fields become nvarchar, number fields become decimal or integer, date fields become datetime. Your Dynamics admin pre-creates these fields before migration or we create them as part of the migration plan.

Custom properties stored on Service Toolz work orders map to custom fields on the target Dynamics 365 entity. Any custom properties referencing lookup values in Service Toolz require explicit value mapping — pick-list values must be recreated in Dynamics 365 Sales before migration.

Files attached to Service Toolz work orders and customers are extracted and re-uploaded as Notes (annotation) records in Dynamics 365 Sales. For large attachments or documents intended for collaborative use, we map them to SharePoint Document Locations linked to the target record. File size limits of 25 MB per file in Dataverse apply.

Service Toolz scheduling entries and calendar events map to the Dynamics 365 Sales Appointment entity with original start and end times, assigned technician (resolved by email), and the linked work order reference preserved in the regardingobjectid field.

Service Toolz payment records and transaction history do not have a direct Dynamics 365 Sales equivalent. We migrate payment dates and amounts as read-only fields on the Invoice record or as a custom Payment History table in Dataverse — your finance team reconciles these against Business Central after go-live. This ensures audit continuity while maintaining the integrity of your financial records across systems.