Migrate from Teleforce CRM to Microsoft Dynamics 365 Sales

Discovery and extraction strategy definition

We conduct a structured discovery session with the customer covering the Teleforce CRM configuration: record volumes by type (Contacts, Companies, Deals, Activities), custom field inventory on each record type, pipeline count and stage names, active workflow and automation list, and the state of any unified inbox data. We also identify the Dynamics 365 destination environment (sandbox vs production, existing vs greenfield). The critical output is an extraction strategy for Teleforce: whether UI-based CSV export covers all required record types, or whether direct database access is needed for tables the UI export does not expose. If database access is required, we coordinate with the customer's technical team to establish a read-only connection and define the export query schema.

Schema design in Dynamics 365

We design the Dynamics 365 destination schema based on the Teleforce data inventory collected during discovery. This includes creating custom fields on Contact, Account, and Opportunity to capture Teleforce fields that have no direct Dynamics 365 equivalent, defining Record Types and Sales Processes to represent Teleforce pipeline structures, and configuring the lookup relationships between Account and Contact and between Contact and Opportunity. Schema changes deploy via the Dataverse Web API or via a Dynamics 365 solution package into the target sandbox environment before any data import begins.

Data extraction from Teleforce and transformation

We guide the customer through the Teleforce CSV export process or execute the agreed database extraction if direct access was established. Each exported CSV is profiled for data quality: missing required fields, date format inconsistencies, special character encoding, duplicate records, and orphaned foreign keys (e.g., Deals linked to Companies that are not in the Companies export). We clean and transform the data into the import-ready format for Dynamics 365, apply the pipeline-to-Sales-Process mapping, and generate the upsert key map (email for Contacts, company name for Accounts, deal name plus owner for Opportunities). Custom field values map to the Dynamics 365 custom fields created in the schema design step.

Sandbox migration and reconciliation

We run the full migration sequence into the Dynamics 365 Sandbox environment using production-like data volumes. The migration follows the dependency order: Accounts (from Companies), Contacts (with AccountId resolved), Opportunities (with AccountId and OwnerId resolved), Activity history (Tasks, Events, EmailMessages via Dataverse API with chunking). The customer reconciles the sandbox results: record counts by type, spot-checks of field values against the Teleforce source, and validation that the Sales Process stages display correctly in the Dynamics 365 UI. We correct any mapping errors identified in the sandbox before the production migration begins.

Owner reconciliation and User provisioning

We extract every distinct owner email referenced on Teleforce Deals, Contacts, and Activities and match by email against the Dynamics 365 destination org's User table. Owners without a matching User go to a reconciliation queue. The customer's Dynamics 365 admin provisions missing Users and confirms active or inactive status for each. Owner resolution must complete before any Opportunity or Activity import because Dynamics 365 requires a valid OwnerId on standard records. We provide a spreadsheet listing all unmatched owners with the corresponding Teleforce user details for the admin to action.

Production migration and cutover

With sandbox sign-off and owner reconciliation complete, we execute the production migration in record-dependency order. Accounts import first (upsert on external ID), then Contacts (upsert on email), then Opportunities (upsert on deal name plus owner), then Activity history via the Dataverse Web API with application-user credentials and batch chunking. We freeze new writes in Teleforce during the cutover window, run a final delta migration of any records modified during the window, then enable Dynamics 365 as the system of record. We deliver a reconciliation report comparing source record counts to destination record counts and flag any gaps for the customer to investigate.

Automation inventory handoff and post-migration support

We deliver a written automation inventory document listing every active Teleforce workflow and AI bot flow with its trigger conditions, action sequence, delay rules, and a recommended Dynamics 365 Power Automate equivalent or Dynamics 365 workflow replacement. This document is the handoff artifact for the customer's admin or a Microsoft partner to rebuild automations post-migration. We offer a one-week hypercare window for reconciliation issues raised in the first five business days after cutover. We do not rebuild automations or provide post-migration admin training as part of the standard migration scope.