Migrate from Tango CRM to Microsoft Dynamics 365 Sales

Discovery and export feasibility assessment

We audit the source Tango CRM instance to confirm available data: record types present, estimated record counts per object, custom field inventory, pipeline and stage definitions, owner and user list, and activity volume. We simultaneously assess the export path — attempting CSV export where available, scoping browser-based record capture where exports are not accessible. The discovery output is a written scope document confirming what migrates, what requires custom extraction work, and what is out of scope. We also confirm the Dynamics 365 Sales edition (Professional, Enterprise, or Premium) required for the customer's feature needs.

Schema design in Dynamics 365

We design the destination schema in the Dynamics 365 org. This includes creating any custom fields (with field types matched to source equivalents), custom entities if required, Record Types per source pipeline, Sales Processes with stage definitions and probabilities, and Page Layouts per Record Type. Schema is deployed to a Sandbox org first for validation. We also design the field mapping worksheet at this stage, explicitly pairing each source field with its destination counterpart and noting any transformation rules (date format normalization, text truncation, picklist value mapping).

Data extraction and staging

We extract data from Tango CRM using the confirmed export path — CSV exports processed through a transformation pipeline, or browser-assisted record capture for structured data. All extracted records are staged in a migration workspace with source IDs preserved for relationship resolution. We run de-duplication checks on Contact and Company records before staging, using email address as the primary key. Any unmapped custom fields are flagged and escalated to the customer for manual mapping or exclusion.

Owner reconciliation and User provisioning

We extract every distinct owner referenced on Contacts, Companies, Deals, and Activities and match by email address against the Dynamics 365 destination org's User table. Owners without a matching User enter a reconciliation queue. The customer's Dynamics 365 admin provisions any missing Users before record import begins. Role and permission configurations are not transferred; these are designed and applied by the customer's admin post-migration.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from Companies), Contacts (with AccountId resolved), Opportunities (with AccountId, OwnerId, and RecordTypeId resolved), Activities (Tasks, Events, EmailMessages in sequence after parent records are confirmed), Notes (as Annotations), and custom entities last. Each phase emits a row-count reconciliation report before the next phase begins. We use Dynamics 365 Dataverse REST or Bulk API with rate-limit handling and exponential backoff. Any records that fail import due to validation rules or missing lookups are captured in an error log for resolution before cutover.

Cutover, validation, and automation handoff

We freeze writes in the source system during cutover, run a final delta migration of any records modified during the migration window, then enable Dynamics 365 Sales as the system of record. We deliver a reconciliation report comparing source and destination record counts, spot-checking a sample of records against source data. We deliver the automation inventory document to the customer's admin team. We support a one-week post-cutover window for reconciliation issues. We do not rebuild automations in Dynamics 365 Flow; that is a separate engagement or an internal admin task.