Migrate from Synergy Matters to Microsoft Dynamics 365 Sales

Synergy Matters stores client contacts in the contacts table with name, email, phone, and company affiliation. FlitStack AI maps each contact to a Dataverse Contact record, resolving the primary company affiliation to a Dynamics 365 Account via AccountId lookup. Multi-company contacts (if stored N:N) collapse to one primary AccountId; additional affiliations surface in Account Contact Relationships.

Synergy Matters client records map directly to Dynamics 365 Account entries. The client name, address, and industry metadata migrate as Account.Name, Address fields, and Industry pick-list values. Parent-child client hierarchies (if represented as matter hierarchies) map to Account.ParentAccountId for nested structures.

Synergy Matters matters are legal-matter records that map conceptually to Dynamics 365 Sales Opportunities. Each matter becomes an Opportunity with the matter name as Opportunity.Name, matter type as a custom field, and relevant financial data (billing estimate, fees accrued) mapped to Amount fields. Matter status values map to Opportunity StageName via a value-mapping table built during discovery.

Synergy Matters tracks disbursements (copying costs, filing fees, courier charges) as structured financial line items. Dynamics 365 Sales has no native disbursement model. FlitStack creates a custom Dataverse table (Matter_Disbursement__c) with a lookup to the parent Opportunity and fields for Disbursement_Type__c, Amount__c, Date__c, and Billed__c.

Synergy Matters records billable and non-billable time entries against matters. Dynamics 365 Sales has no native time-tracking entity. We create Matter_TimeEntry__c with fields for Hours__c, Rate__c, Attorney__c (lookup to Contact), Date__c, and Billable__c. The total billable value can roll up to the parent Opportunity Amount via a calculated field.

Synergy Matters stores documents in a Windows file store per matter. FlitStack AI re-uploads the document files to the Dynamics 365 SharePoint/OneDrive integration associated with the parent Account and Opportunity. File metadata (filename, created date, author) is preserved in the SharePoint document library and linked via a Document Location record in Dataverse.

Synergy Matters logs tasks, notes, and scan events with timestamps and assigned staff. These map to Dataverse Task records (for action items) and Note records (for narrative entries). Original created-on timestamps and owner assignments are preserved via CreatedOn__c custom fields and OwnerId resolution by email match to Microsoft 365 user accounts.

Synergy Matters stores matter-specific metadata as MySQL columns that are not part of the standard schema. FlitStack AI inventories every non-null custom column during discovery, creates the corresponding Dataverse custom columns (prefixed with new_), maps data types (TEXT→String, DECIMAL→Decimal, DATE→DateTime), and migrates values. Custom columns are documented in the pre-migration schema plan.

Synergy Matters staff records (user IDs, email addresses, roles) are mapped to Dynamics 365 Sales users by email. Exact email matches resolve automatically. Records with no matching Dynamics user are flagged pre-migration so your admin can either invite the user to Azure AD or assign to a fallback owner. Active/inactive status is mapped to the IsDisabled flag on the SystemUser record.

Some Synergy Matters setups use parent-child matter structures for related matters. Dynamics 365 Sales Opportunities do not support native hierarchical nesting. FlitStack creates a Matter_Junction__c custom table that links related Opportunities via Source_Opportunity__c and Related_Opportunity__c lookup fields, preserving the relationship without modifying the standard Opportunities table.

Synergy Matters stores fee schedules and billing rules per matter type. Dynamics 365 Sales has no native billing configuration. We preserve fee schedule values as text-based custom fields (Fee_Schedule_JSON__c or discrete fields) for reference. Actual billing logic must be configured in Dynamics 365 Business Central or a legal billing add-in post-migration.