Migrate from SimplyConvert to Microsoft Dynamics 365 Sales

SimplyConvert contacts map to Dynamics 365 Contacts. Each contact requires a primary AccountId — if the contact has no associated firm in SimplyConvert, we attach to a default 'Individual' Account or create one. Contact type (Client vs. Prospect) maps to a custom Contact_Type__c pick-list field.

SimplyConvert contacts tagged as referral sources (attorneys, referring firms) route to Dynamics 365 Leads. The referral source type maps to Lead Source pick-list values. If the referral contact already has a signed matter in SimplyConvert, that contact also migrates as a Contact linked to the Account.

SimplyConvert firm records map to Dynamics 365 Accounts. Firm name maps to Account.Name, website to Website, phone to Telephone, and industry to Industry (pre-populated as 'Legal Services'). Parent-child firm hierarchies in SimplyConvert map to Account.ParentAccountId. Address components (street, city, state, zip) map to Account.Address1 fields, and any custom firm classification (e.g., 'Plaintiff Firm') populates a custom Account_Type__c field for segmentation.

SimplyConvert cases with status 'Accepted' or 'Active' map to Dynamics 365 Opportunities representing active legal matters. The case name becomes Opportunity.Name, case amount maps to Amount, and case stage maps to StageName via a value-mapping table. Each Opportunity links to the primary Contact (plaintiff) and the Account (defendant or opposing party if applicable).

SimplyConvert cases with status 'New', 'Screening', or 'Under Review' map to Dynamics 365 Leads. The case details migrate as Lead custom fields. When the case advances in SimplyConvert, the Lead converts to an Opportunity in Dynamics 365. Including case type, incident date, and jurisdiction, ensuring continuity of case context in the lead record.

SimplyConvert cases with status 'Closed-Won' or 'Closed-Lost' migrate as closed Dynamics 365 Opportunities with StageName = 'Closed Won' or 'Closed Lost'. Settlement amount maps to Amount, and closedate is set from the case close date in SimplyConvert. The close reason field captures the outcome type, and any final notes are preserved in the closed Opportunity's description.

SimplyConvert activity records map by type: calls to PhoneCall, emails to Email (or Task with 'Email' activity type), meetings to Appointment, and notes to Note. Original timestamps, subject, and body text are preserved. The activity links to the parent Contact or Case (Opportunity) record.

SimplyConvert documents are downloaded and re-uploaded to Dynamics 365 SharePoint document locations keyed by entity (Contact, Account, Opportunity). Documents attached to cases land in the Opportunity's SharePoint folder. File size limits (default 10MB per file in SharePoint Online) are enforced during migration.

SimplyConvert owner_id resolves to a Dynamics 365 SystemUser by email match. Unmatched owners are flagged in the pre-migration report — firms either invite them to Dynamics 365 first or assign their records to a designated fallback owner before migration runs.

SimplyConvert custom intake properties (injury type, statute of limitations, jurisdiction, opposing counsel) migrate as custom columns on the Contact or Opportunity table in Dynamics 365. Field type is preserved: text fields become Text, dates become DateTime, pick-lists become Choice columns. Custom property count drives the upper pricing tier.