CRM migration

Migrate from Teleos to Microsoft Dynamics 365 Sales

Field-level mapping, validation, and rollback between Teleos and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .

Teleos logo

Teleos

Source

Microsoft Dynamics 365 Sales

Destination

Microsoft Dynamics 365 Sales  logo

Compatibility

100%

11 of 11

objects map 1:1 between Teleos and Microsoft Dynamics 365 Sales .

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Teleos is a veterinary practice management system centered on the patient-care workflow: pet owners, animal patients, appointments, prescriptions, and treatment records. Microsoft Dynamics 365 Sales is an enterprise CRM built around the account-contact-opportunity model with a Dataverse backend and Power Platform extensibility. These are fundamentally different data architectures — the Teleos patient-centric model does not have a native equivalent in Dynamics 365 Sales, so we handle the translation by creating a custom Patient table in Dataverse, mapping each Teleos animal record to a row linked to its owner Contact. Prescriptions, treatment plans, and clinical notes migrate as related custom tables or as structured notes with original dates and veterinarian attribution. Activities (calls, appointments, emails) map to Dynamics 365 Tasks and Appointments. Teleos invoices require a custom Invoice table because Dynamics 365 Sales does not include a native billing entity — line items, tax, and payment status all transfer, and partial-payment history is preserved in custom fields. We run the migration via the Dataverse Web API and Bulk API, sequencing parent-to-child records so foreign keys resolve correctly. A 24–48 hour delta window captures any Teleos records modified during the cutover. Workflows, appointment reminders, prescription alerts, and owner-notification sequences are not migrated — those must be rebuilt in Power Automate or Dynamics 365 workflows, and we export the Teleos configuration as a rebuild reference.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Teleos logo

Teleos

What's pushing teams away

  • No publicly documented API or developer portal blocks any meaningful integration with central group reporting, BI tools, or modern marketing automation.
  • Corporate veterinary groups consolidating onto cloud-native platforms like Provet Cloud or ezyVet move away to gain multi-site reporting and centralised configuration.
  • Small UK supplier with limited public review corpus and a 3-10 employee footprint raises long-term support continuity concerns for buyers making multi-year commitments.
  • No free trial or freemium tier means buyers cannot evaluate the product without committing to a sales conversation, which loses deals to self-serve cloud competitors.
  • Integrations are largely UK-vertical specific (Vet-XML, Clover POS, T-VoIP) and limited outside that ecosystem, making it a poor fit for practices expanding internationally or adopting non-UK toolchains.

Choosing

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

What's pulling them in

  • Deep Microsoft 365, Teams, and Outlook integration makes Microsoft Dynamics 365 Sales a natural fit for Microsoft-first organizations already invested in that ecosystem
  • Sales Enterprise and Premium tiers offer unlimited custom tables and advanced AI-driven forecasting and predictive analytics not available in lower tiers
  • Professional tier pricing at $65 per user per month offers a lower entry cost than Salesforce for SMB teams with straightforward CRM needs
  • Flexible customization options allow businesses to build bespoke apps, tailor forms and views, and integrate with other Dynamics 365 modules
  • Microsoft Copilot AI tools are embedded directly into the sales workflow on Enterprise and Premium, automating routine tasks and providing deal intelligence

Object mapping

How Teleos objects map to Microsoft Dynamics 365 Sales

Each row shows how a Teleos object lands in Microsoft Dynamics 365 Sales , including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Teleos

Pet Owner / Client

maps to

Microsoft Dynamics 365 Sales

Contact + Account

1:1
Fully supported

Teleos owner records map to Dynamics 365 Contacts linked to an Account. Individual pet owners become Contacts; multi-owner practices or corporate clients become Account records with Contact rows for each primary contact. Owner type (individual, corporate, rescue) is preserved as a custom field on the Contact.

Teleos

Animal / Patient

maps to

Microsoft Dynamics 365 Sales

Custom Patient__c table

1:1
Fully supported

Dynamics 365 Sales has no native patient or animal entity. We create a Patient__c custom table in Dataverse with fields for Species, Breed, DateOfBirth, Gender, Color, MicrochipNumber, and NeuteredStatus. The Patient__c record links to the owner Contact via a Customer lookup field. Vaccination history, allergies, and medical alerts are stored as custom multi-select or note fields on the Patient record.

Teleos

Appointment / Visit

maps to

Microsoft Dynamics 365 Sales

Appointment + Task

1:1
Fully supported

Teleos appointments map to Dynamics 365 Appointments with original scheduled start/end times, duration, status, and veterinarian (mapped to the Dynamics 365 owner/ownerid by email match). Post-visit notes and clinical observations map to Tasks attached to the Patient__c record, preserving the original visit date as the Task created date.

Teleos

Prescription Record

maps to

Microsoft Dynamics 365 Sales

Custom Prescription__c table

1:1
Fully supported

Each Teleos prescription becomes a Prescription__c record linked to the Patient__c and the prescribing veterinarian (Contact/owner). Fields map: MedicationName, Dosage, Frequency, StartDate, EndDate, RefillsAllowed, and PrescribingNotes. Prescription status (active, completed, cancelled) is preserved as a custom picklist field. Historical prescriptions transfer with original prescription dates.

Teleos

Treatment Plan / Procedure

maps to

Microsoft Dynamics 365 Sales

Custom TreatmentPlan__c + TreatmentRecord__c tables

1:1
Fully supported

Teleos treatment plans map to a TreatmentPlan__c header record (linked to Patient__c) containing plan dates, estimated cost, and status. Individual treatment line items become TreatmentRecord__c child records with procedure code, description, actual cost, and outcome notes. This two-table structure mirrors Teleos's one-to-many treatment history and preserves procedure-level detail in Dynamics 365.

Teleos

Invoice

maps to

Microsoft Dynamics 365 Sales

Custom Invoice__c table

1:1
Fully supported

Dynamics 365 Sales does not include a native billing or invoice entity. We create an Invoice__c custom table linked to the Contact/Account. Line items (service, product, medication) map to InvoiceLineItem__c child records. Tax amounts, discounts, and total transfer directly. Payment status (paid, partial, overdue) is a custom picklist. Partial-payment history (amount, date, method) is stored in a custom PaymentHistory__c field as a structured text blob for reference.

Teleos

Clinical Note / Medical Record

maps to

Microsoft Dynamics 365 Sales

Note + Custom Note Fields

1:1
Fully supported

Teleos clinical notes and SOAP notes migrate as Dynamics 365 Notes attached to the Patient__c record. Original note date and veterinarian attribution are preserved in Note.Title and Note.CreatedOn. Embedded images or lab results download and re-upload as Files attached to the Patient record. We flag which notes contain sensitive medical history so your team can review them post-migration.

Teleos

Vaccination Record

maps to

Microsoft Dynamics 365 Sales

Custom Vaccination__c table

1:1
Fully supported

Vaccinations transfer as a dedicated Vaccination__c table linked to Patient__c. Fields include VaccineType, DateAdministered, ExpirationDate, BatchNumber, AdministeredBy (vet name), and Location. This keeps vaccination data independent from general clinical notes and enables expiry-date reporting in Dynamics 365 without querying free-text notes.

Teleos

Document / Attachment

maps to

Microsoft Dynamics 365 Sales

Dynamics 365 Files

1:1
Fully supported

Teleos attachments (lab results, intake forms, consent documents, imaging files) download and re-upload to Dynamics 365 Files, attached to the corresponding Patient__c, Prescription__c, or Invoice__c record. Original file names and upload dates are preserved. File size limits per Dynamics 365 apply (default 25MB per file; larger files split or linked).

Teleos

Owner Communication Log

maps to

Microsoft Dynamics 365 Sales

Activity (Task / Email)

1:1
Fully supported

Teleos owner communication logs (call notes, email threads, SMS history) map to Dynamics 365 Tasks with Type = 'Call' or 'Email', linked to the Contact record. Original communication date and staff attribution are preserved. Two-way SMS threads may need review post-migration if the Teleos SMS integration used a third-party provider not supported in Dynamics 365.

Teleos

Staff / Veterinarian

maps to

Microsoft Dynamics 365 Sales

Dynamics 365 User

1:1
Fully supported

Teleos staff records (veterinarians, technicians, front desk) map to Dynamics 365 Users by email match. Staff role (DVM, Vet Tech, Admin) is stored as a custom picklist field on the User record. If a Teleos staff member does not have a corresponding Dynamics 365 license, their records are assigned to a fallback admin user and flagged for license provisioning before go-live.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Teleos logo

Teleos gotchas

High

Catalog website pointed at the wrong company

High

No public API forces export-driven extraction

Medium

Channel-based UI configuration is per-workstation

Medium

Vet-XML records require special handling

Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales gotchas

High

Professional tier 15-table custom table limit blocks migrations

High

October 2024 pricing increase applies at renewal for all customers

Medium

Custom fields must be created in the UI before API writes

Medium

Power Platform request limits apply to bulk migrations

Medium

Activity records orphaned to inactive owners fail silently

Pair-specific challenges

  • Sales Professional's 15-table limit blocks complex Teleos migrations

    Dynamics 365 Sales Professional caps custom tables at 15. A typical Teleos migration requires at minimum Patient__c, Prescription__c, TreatmentPlan__c, TreatmentRecord__c, Invoice__c, InvoiceLineItem__c, Vaccination__c, and potentially additional tables for specialty services. If your Teleos instance uses more than a handful of custom record types, we recommend Enterprise licensing before migration begins. Failing to account for this pre-migration means custom tables are created, data lands, and then your team hits the ceiling when trying to add the next custom entity. We assess your Teleos schema during discovery and advise on the right Dynamics 365 tier for your data complexity.

  • No native patient entity forces custom Dataverse table design upfront

    Dynamics 365 Sales was built for B2B and B2C sales — it has no concept of an animal patient linked to a pet owner. Every Teleos patient becomes a custom Patient__c row in Dataverse. The custom table must be created, its fields defined, and its relationships (Patient__c → Contact, Patient__c → Prescription__c, Patient__c → Appointment) established before any data loads. If the Patient__c table is not ready, records that depend on it (prescriptions, appointments, treatments) cannot resolve their lookups and will fail or land without the parent reference. We deliver the complete Dataverse schema design as part of the migration plan so your Dynamics 365 admin can pre-create the tables before the data migration runs.

  • Teleos invoice and payment data has no native Dynamics 365 home

    Dynamics 365 Sales does not include an invoice entity — billing and accounts receivable live in Dynamics 365 Finance or a separate accounting system. Teleos invoice records (line items, tax, discounts, partial-payment history, payment method) must all move into a custom Invoice__c table with child InvoiceLineItem__c records. Partial-payment history is particularly tricky: if a Teleos client paid an invoice in three installments, Dynamics 365 has no native mechanism to track installment sequences on a single invoice record. We preserve the full payment history as a structured custom field and surface it in a Power BI report so your finance team can reconstruct the payment trail without needing to query Teleos after cutover.

  • Power Platform API throttling requires batch sizing strategy

    Dynamics 365 Sales runs on Dataverse with Power Platform request limits that vary by license type and environment capacity. A Teleos migration with 50,000+ records (patients, prescriptions, appointments, invoices) can trigger throttling if batch sizes are not tuned. We use the Dataverse Bulk API for large-volume inserts and throttling-aware retry logic. The migration tool monitors response headers and backs off automatically when approaching the limit. If your Dynamics 365 environment shares capacity with other Power Apps or Automate flows, throttling becomes more aggressive — we coordinate batch sizing with your Power Platform admin to avoid disrupting live workflows during the migration window.

  • Teleos workflows and clinical automations do not transfer

    Teleos appointment reminders, prescription refill alerts, owner follow-up sequences, and treatment-plan triggers are platform-specific automations that have no equivalent in Dynamics 365 Sales. The Teleos automation engine and the Dynamics 365 workflow engine are completely separate systems — there is no export path. We export your Teleos workflow definitions as a structured reference document (trigger conditions, action steps, timing logic) that your Power Automate or Dynamics 365 admin can use to rebuild equivalent automations in the Microsoft environment. This is the most manual-heavy part of any Teleos migration and should be planned in parallel with data migration, not deferred to post-cutover.

Migration approach

Six steps for a successful Teleos to Microsoft Dynamics 365 Sales data migration

  1. Audit Teleos schema and recommend Dynamics 365 licensing tier

    FlitStack AI reviews your Teleos custom record types, fields, and data volumes. We produce a schema inventory listing every Teleos entity and field, then map each to a Dynamics 365 object. If your migration requires more than 15 custom tables, we recommend Dynamics 365 Sales Enterprise or Premium licensing before migration begins — because table creation in Professional cannot be undone without losing data. This step produces the Dataverse schema design document your admin uses to pre-create tables, fields, and relationships before data loads.

  2. Resolve Teleos owners and staff to Dynamics 365 users by email

    FlitStack AI matches Teleos pet owners and staff records to Dynamics 365 Contacts and Users by email address. Owners without a matching Contact get created during migration. Staff members without a corresponding Dynamics 365 User are assigned to a fallback admin user and flagged in the migration report for license provisioning. No clinical record (prescription, treatment, appointment) lands in Dynamics 365 without a resolved parent Contact or Patient record.

  3. Migrate Contacts and create Dataverse custom tables before patient data

    FlitStack AI sequences the migration so parent records load before dependent children. Owner Contacts and Account records migrate first, establishing the ContactId values that Patient__c, Invoice__c, and Prescription__c records depend on via lookup fields. We create the Dataverse custom tables (Patient__c, Prescription__c, TreatmentPlan__c, TreatmentRecord__c, Invoice__c, InvoiceLineItem__c, Vaccination__c) with all required fields and relationships before any patient data moves. Custom table creation is validated in a test environment before the production migration run.

  4. Run sample migration with field-level diff on 100–500 representative records

    FlitStack AI runs a test migration using a representative slice of Teleos data — typically 100–500 records spanning patients, prescriptions, appointments, and invoices. We generate a field-level diff showing source value versus destination value for every mapped field so you can verify Patient__c field names, Prescription__c dates, Invoice__c totals, and Contact lookup resolution before the full run commits. This is the last checkpoint before data moves in volume.

  5. Execute full migration with delta-pickup window and one-click rollback

    FlitStack AI runs the full migration against your Dynamics 365 environment via the Dataverse Web API and Bulk API. A delta-pickup window of 24–48 hours captures any Teleos records created or modified during the cutover — your team keeps working in Teleos throughout. An audit log records every insert, update, and skip operation with source record ID and destination record URL. If reconciliation fails, one-click rollback reverts the Dynamics 365 environment to its pre-migration state. We deliver a migration summary report with record counts, skipped records, and post-migration validation queries for your team to run in Dynamics 365.

Platform deep dives

Context on both ends of the pair

Teleos logo

Teleos

Source

Strengths

  • 25+ years of continuous operation in the veterinary sector with stable, well-understood data structures.
  • Full feature set covering clinical, billing, and communication workflows in one platform.
  • Independent UK company with direct access to founders and senior staff.
  • 24/7 multi-channel customer support including live phone assistance.
  • Transparent pricing model with no public tiered plans that might restrict data export.

Weaknesses

  • No publicly documented API — all data extraction relies on in-product export tools.
  • Single verified review on major platforms makes independent quality assessment difficult.
  • Niche platform with limited third-party integrations compared to global veterinary software.
  • Small company footprint (3–10 employees) raises long-term support continuity questions.
  • No free trial or freemium entry tier listed on Capterra.
Microsoft Dynamics 365 Sales  logo

Microsoft Dynamics 365 Sales

Destination

Strengths

  • Native integration with Microsoft 365, Teams, Outlook, and SharePoint for unified productivity workflow
  • Unlimited custom tables and complex workflows on Enterprise tier enable deep customization for complex sales processes
  • AI-driven predictive analytics and deal intelligence on Enterprise and Premium tiers help sales teams prioritize pipeline
  • Dataverse unified data layer provides a consistent API and data model across all Dynamics 365 and Power Platform apps
  • Strong security model with Field-Level Security and Record Ownership rules for governance-conscious enterprises

Weaknesses

  • Sales Professional tier caps custom tables at 15, creating a migration ceiling for highly customized SMB environments
  • October 2024 pricing increases of $15 per user across all tiers apply to existing customers upon renewal
  • Implementation typically requires costly certified partners, adding 30–50% to total project cost
  • Updates and platform releases can disrupt customizations and plugins, requiring regression testing after each wave
  • Non-Microsoft integrations require additional configuration or middleware, limiting flexibility for heterogeneous tech stacks

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Teleos and Microsoft Dynamics 365 Sales .

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Teleos: Not applicable — no documented public API endpoints exist..

  • Data volume sensitivity

    B

    Teleos doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Teleos to Microsoft Dynamics 365 Sales migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Teleos to Microsoft Dynamics 365 Sales data migrations

Answers to the questions buyers ask most during Teleos to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most Teleos-to-Dynamics 365 migrations complete in 48–72 hours of clock time for under 50,000 records. Larger setups with 500,000+ records, multiple custom tables, or complex invoice histories extend to 5–10 business days. The Dataverse custom table setup and the sample migration diff are typically the longest planning steps — data loading itself is throttled by Power Platform API limits but runs continuously once started.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Teleos.
Land in Microsoft Dynamics 365 Sales , intact.

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