Migrate from Striven to Microsoft Dynamics 365 Sales

Striven's Chart of Accounts is a hard prerequisite for any financial migration and must import before any open Invoices, Bills, or Sales Orders. We map each Striven account to a Dynamics 365 Finance Account record with the matching Account Number, Name, Account Type (Revenue, Expense, Asset, Liability, Equity), and posting definition. The Striven account hierarchy (parent and child accounts) maps to the Dynamics 365 Financial Dimensions structure. We verify the full GL is reconciled in Striven before opening the accounting module in Dynamics 365.

Striven Customers contain both organizational and contact data within a single record. We split this into a Dynamics 365 Account (the organization) and a primary Contact (the individual), preserving the Striven Customer name as Account Name and the primary contact email as Contact Email. Customer Portal associations from Striven do not migrate; these require rebuilding as Dynamics 365 Customer Service portals or Power Apps portals post-cutover.

Striven Vendors map directly to Dynamics 365 Vendor records. We preserve vendor name, address, payment terms, and tax ID. Vendors must exist in Dynamics 365 before Purchase Orders or Bills can reference them, so this import occurs in the prerequisite phase alongside Customers and before financial records.

Striven Employees are required prerequisites for accounting migration and map to Dynamics 365 Human Resources Worker records (in HCM-integrated environments) or directly to User records (in CRM-standalone deployments). Role-based permissions and time-tracking associations from Striven require manual rebuild in Dynamics 365 security roles.

Striven Items (products and services) map to Dynamics 365 Product records with the Standard Price Book entry created at import time. Striven pricing tiers, inventory quantities, and unit-of-measure settings migrate as Product Entity fields. Items must exist before Sales Orders, Purchase Orders, or invoice line items can reference them, making this a prerequisite-phase import.

Striven Invoices require Customers, Items, and a populated Chart of Accounts to exist first. We migrate Invoice headers with customer reference, invoice date, due date, and payment terms, then attach line items with Item, quantity, unit price, and tax code. Convenience Fee and Discount amounts calculated in Striven at the payment-method level do not appear on the invoice records and must be manually reconfigured in Dynamics 365 payment integration settings post-cutover.

Striven Bills follow the same dependency chain as Invoices and map to Dynamics 365 Purchase Invoice records. Bill headers carry vendor reference, bill date, and due date; line items carry Item, quantity, unit cost, and tax code. Tax codes that differ between Striven and Dynamics 365 require field-level mapping review during the discovery phase.

Open Sales Orders migrate with status preserved from Striven. Header fields (customer reference, order date, shipping address) map to Dynamics 365 Sales Order. Line items reference the pre-migrated Product records. Order types in Striven that drive custom field visibility may require type-level field mapping adjustments because Dynamics 365 Record Types govern field visibility rather than order type properties.

Purchase Orders require Vendors and Items to exist in Dynamics 365 before import, which is ensured by the prerequisite-phase sequencing. We migrate PO headers and line items with quantities, costs, and delivery dates. Approval workflows attached to POs in Striven do not migrate; Dynamics 365 approval workflows require rebuild in Power Automate or Dynamics 365 Workflow.

Striven Projects map to Dynamics 365 Project Operations projects with project headers, phases, and milestones migrated as structured project tasks. Custom fields per project type require explicit mapping work during discovery because Striven's project module supports type-level custom fields that may not have a direct Dynamics 365 equivalent. Project Financial Dimensions from the Chart of Accounts migrate separately.

Tasks under Striven Projects migrate as child Task records under the corresponding Dynamics 365 Project. Assignee resolution maps Striven users to Dynamics 365 Workers or Users. Subtask hierarchies and dependency relationships require explicit mapping because Striven's nested task structure may require task grouping configuration in Dynamics 365 Project.

Striven global-level Custom Fields (visible on all records of a type) map to custom fields on the corresponding Dynamics 365 entity. Type-level Custom Fields scoped to specific entity subtypes require a custom entity or a conditional visibility approach in Dynamics 365. We audit the full custom field schema during discovery, including field data type and whether the field is required or optional, to pre-create the destination schema before any data import.