Migrate from SuiteDash to Microsoft Dynamics 365 Sales

Discovery and plan tier confirmation

We audit the source SuiteDash workspace across plan tier (Start, Thrive, Pinnacle), object inventory, custom field schemas at all scopes, active pipeline names and stage labels, active automations, and ticket status values. If the customer is on Start or Thrive, we confirm whether upgrading to Pinnacle for API access is acceptable before proceeding. We pair this with a Dynamics 365 environment audit: edition (Sales Pro, Enterprise, Premium), existing Record Types, Sales Processes, and custom field inventory. The discovery output is a written migration scope and a field-by-field mapping document.

Sandbox schema design and Sales Process configuration

We provision a Dynamics 365 Sandbox (Full Copy) and design the target schema: custom fields created with correct types (matching SuiteDash data types), Record Types defined per SuiteDash pipeline, Sales Processes configured with stage names and probabilities migrated from SuiteDash, and Page Layouts assigned per Record Type. The Lead-Contact split rule is defined here based on the customer's business definition of a qualified prospect versus an active client. All schema elements are deployed to Sandbox via the Dynamics 365 Web API before any data moves.

Sandbox migration and reconciliation

We run a full migration into the Sandbox using production-equivalent data volume. The customer's admin reconciles record counts across all objects, spot-checks 25-50 records against the SuiteDash source (field values, custom field presence, Owner assignments), and validates that Deal stage names translated correctly to the configured Sales Process. Any mapping corrections are captured and applied before production migration begins. The customer signs off on the Sandbox results before we proceed.

Owner reconciliation and Dynamics User provisioning

We extract every distinct SuiteDash Owner referenced on Contact, Company, Deal, and Ticket records and match by email against the Dynamics 365 destination User table. Any Owner without a matching User goes to a reconciliation queue. The customer's Dynamics admin provisions missing Users (active or inactive depending on whether the original SuiteDash user is still with the team). OwnerId references must be resolvable before Opportunity and Contact import begins because Dynamics 365 enforces referential integrity on these fields.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from SuiteDash Companies), Leads and Contacts (with the split rule applied), Opportunities (with AccountId, OwnerId, and RecordTypeId resolved), Case records (from Support Tickets), custom fields validated against the pre-configured schema, and Tags mapped to multi-select picklists. Each phase emits a row-count reconciliation report before the next phase begins. We use the Dynamics 365 Bulk API for high-volume loads with exponential backoff on throttling responses.

Cutover, validation, and Automation rebuild handoff

We freeze SuiteDash writes during cutover, run a final delta migration of any records modified during the migration window, and switch Dynamics 365 to system-of-record status. We deliver the Automation Audit Report listing every SuiteDash automation with its trigger, conditions, and actions, with a recommended Power Automate or Dynamics 365 Workflow equivalent for each. We support a five-business-day hypercare window for reconciliation issues raised by the customer's team. We do not rebuild automations in Power Automate as part of the migration scope; that is a separate engagement.