Migrate from Sharp CRM to Microsoft Dynamics 365 Sales

Sharp CRM Contact records map to Microsoft Dynamics 365 Sales Contact. Standard fields (FullName, Email, Phone, Address) migrate directly. We enumerate all Custom Fields on Contact during scoping, classify by data type, and map each to a typed Dynamics field. Any Custom Fields without a clear Dynamics equivalent are flagged for the customer to resolve before import. Contact-to-Company linking is resolved at import time using the Sharp CRM Company reference to the Dynamics Account lookup.

Sharp CRM Company records map to Microsoft Dynamics 365 Sales Account. CompanyName maps to Account Name, domain maps to Website, and address fields map to Address composite. We migrate Company records first in the import sequence so that the Account lookup on Contact resolves at insert time rather than requiring a follow-up patch pass.

Sharp CRM Deal records map to Microsoft Dynamics 365 Sales Opportunity. Deal value maps to Amount, close date maps to CloseDate, and pipeline stage maps to StageName. Pipeline Stage names are per-account configuration in Sharp CRM and must be explicitly mapped to Dynamics Sales Process stage values documented during scoping. We build a stage-mapping table before the first record is loaded so Deals land in the correct Opportunity stage on arrival.

Sharp CRM pipeline stages are account-specific and do not export in standard format. During scoping we ask the customer to provide their current stage names and order and build an explicit stage-mapping table. Each Sharp CRM stage maps to a Dynamics Sales Process StageName value, with probability percentages mapped to StageProbability. The Dynamics Sales Process is configured before Opportunity import begins.

Sharp CRM Task records map to Microsoft Dynamics 365 Sales Task. Task Title, Due Date, Status, Priority, and Assigned To migrate directly. Assignee mapping requires matching Sharp CRM owner references to Dynamics User records by email. Tasks without a resolvable Owner are assigned to the migration service account for manual reassignment post-migration.

Sharp CRM Activities (calls, emails, notes) attach to Contacts or Companies and map to Microsoft Dynamics 365 Sales Task records via the ActivityPointer entity. Activity type is preserved as Task Category or Task Type; Activity timestamps migrate to ScheduledEnd; body content migrates as Description. We preserve activity ordering by setting ActivityDate to the original Sharp CRM timestamp so the timeline reflects historical sequence.

Sharp CRM User records (name, email, role) migrate to create matching Microsoft Dynamics 365 Sales User accounts. We resolve users by email match against the destination org's User table. Any Sharp CRM User without a matching Dynamics User is held in a reconciliation queue for the customer's admin to provision before record import resumes, because OwnerId references are required on Opportunity and Task.

Sharp CRM Tags on Contacts and Deals migrate to Microsoft Dynamics 365 Sales Multi-Select Picklist fields. We export tag arrays from Sharp CRM, deduplicate the tag set, and configure the destination Multi-Select Picklist field with the complete tag vocabulary during schema setup. The customer chooses which object-level tagging system to map during scoping.

File attachments associated with Sharp CRM Contacts or Deals are exported to a file store and linked by record ID in Microsoft Dynamics 365 Sales . For attachments under 5 MB we use the Note (Annotation) entity. For larger files or documents intended for collaborative use we recommend SharePoint integration configured post-migration, with the attachment export serving as the source of truth.

Sharp CRM Custom Fields are common due to the platform's positioning across healthcare, real estate, and financial services verticals. We enumerate all Custom Fields during scoping, classify each by data type (text, number, date, picklist, checkbox), and map them to typed Microsoft Dynamics 365 Sales fields. Fields without a clear match are flagged for the customer to resolve before import. Any Sharp CRM calculated fields are converted to Dynamics calculated fields or Rollup Summary fields as appropriate.