Migrate from SwiftCRM to Microsoft Dynamics 365 Sales

Export capability discovery and scoping

We assess SwiftCRM export options during the first week of engagement: CSV export availability, manual data dump capability, any undocumented API surface the customer has discovered, and database access if granted. We audit all supported SwiftCRM objects (Contacts, Appointments, E-Docs, Reminders, Notifications, Relationships, Custom Fields, Users) against the customer's specific account tier. The output is a written migration scope, export method confirmation, and a record count estimate that drives pricing and timeline.

Destination schema design in Dataverse

We design the Microsoft Dynamics 365 Sales schema in a Sandbox or Dev org. This includes provisioning custom fields to match discovered SwiftCRM custom properties, configuring Contact relationship entities for relationship structures, creating Task and Event custom Activity types if needed, and setting up SharePoint document library routing for E-Docs if the destination org uses the Microsoft 365 integration. We do not configure Power Automate flows for reminder replication in this step; we document the gap and recommend a separate configuration scope.

Sandbox migration and reconciliation

We run a full migration into a Microsoft Dynamics 365 Sales Sandbox environment using production-like data volume from the SwiftCRM export. The customer's admin reconciles record counts across all object types, spot-checks 20-40 records against the SwiftCRM source for field-level accuracy, and verifies that appointment timestamps and document links landed correctly. We correct any mapping errors before production migration begins.

Owner and user reconciliation

We extract every distinct SwiftCRM Owner referenced on Contacts, Appointments, and Reminder records and match by email against the destination Dynamics 365 tenant's Azure Active Directory-backed user list. Owners without a matching Dynamics User go to a reconciliation queue for the customer to provision. OwnerId references must be resolvable before Contact or Activity import proceeds because Dynamics enforces the lookup relationship at insert.

Production migration in dependency order

We run production migration in record-dependency order: Users (manually provisioned and validated first), Contacts (with custom fields created in Dataverse before import), Accounts (if the customer uses Account records alongside Contacts), Appointments split into Events and Tasks, Reminders mapped to Tasks with IsReminderSet flags, E-Docs as ContentDocument records with ContentDocumentLink, Notifications as Notes or custom Activity fields, and Custom Fields last. Each phase emits a row-count reconciliation report before the next phase begins.

Cutover, validation, and notification workflow handoff

We freeze SwiftCRM writes during cutover, run a final delta migration of any records modified during the migration window, then enable Microsoft Dynamics 365 Sales as the system of record. We deliver a written inventory of every SwiftCRM Reminder and notification pattern requiring rebuild as Power Automate flows or Dynamics Sales Insights rules. We support a one-week hypercare window for reconciliation issues. We do not rebuild notification workflows inside the migration scope; that is a separate configuration engagement.