CRM migration
Field-level mapping, validation, and rollback between The Attorney Case File and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
The Attorney Case File
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
10 of 10
objects map 1:1 between The Attorney Case File and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
48–72 hours
Overview
The Attorney Case File organizes legal work around matters and clients, storing documents, time entries, and billing records within a case-centric model. Dynamics 365 Sales uses a lead-to-opportunity pipeline architecture built on Dataverse, where accounts and contacts drive the sales process with configurable business processes and opportunity stages. The migration translates The Attorney Case File's matter records into Dynamics 365 accounts (for clients) and custom tables (for legal matters), while time entries and billing data surface as notes, custom decimal fields, or related opportunity records depending on your billing workflow. We preserve attorney and staff assignments by resolving source owner emails to Dynamics 365 users, flagging any unmatched owners before migration commits. Workflows, document templates, and merge-field configurations do not migrate — those require Dynamics 365 Power Automate flows and SharePoint document library setup post-migration. The migration runs via Dynamics 365 Web API and Dataverse bulk operations, with a 24–48 hour delta pickup capturing any matter changes during the cutover window.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
The Attorney Case File platform overview
Scorecard, SWOT, gotchas, and pricing for The Attorney Case File.
Destination platform
Microsoft Dynamics 365 Sales platform overview
Scorecard, SWOT, gotchas, and pricing for Microsoft Dynamics 365 Sales .
Data migration guide
The complete Microsoft Dynamics 365 Sales migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Microsoft Dynamics 365 Sales migration checklist
Pre- and post-cutover tasks for moving onto Microsoft Dynamics 365 Sales .
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a The Attorney Case File 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.
The Attorney Case File
Matter (Client Matter)
Microsoft Dynamics 365 Sales
Account
1:1The Attorney Case File matter record (representing a client or case) becomes a Dynamics 365 Account. The matter name maps to Account.Name, and the primary client contact becomes the primary Contact lookup on the Account. Matter status (Active, Closed, Pending) maps to a custom pick-list field on the Account.
The Attorney Case File
Client Contact
Microsoft Dynamics 365 Sales
Contact
1:1Client contacts from The Attorney Case File map directly to Dynamics 365 Contact records. Each contact is linked to its parent Account via the Account Lookup field. Contact roles (Primary Attorney, Referring Attorney, Client) are preserved as a custom pick-list field on the Contact or as Account Contact Relationships.
The Attorney Case File
Attorney / Staff User
Microsoft Dynamics 365 Sales
SystemUser (Dynamics 365 User)
1:1The Attorney Case File attorney and staff records map to Dynamics 365 SystemUser entities. Matching occurs by email address — FlitStack AI resolves each source owner email to the corresponding Dynamics 365 user ID. Unmatched owners are flagged before migration so your admin can provision accounts first.
The Attorney Case File
Time Entry
Microsoft Dynamics 365 Sales
Custom Table: TimeEntry
1:1Time entries from The Attorney Case File (date, hours, attorney, matter, billing rate, description) do not have a native Dynamics 365 equivalent. We create a custom Dataverse table (attorneycasefile_timeentry) with columns for EntryDate, Hours, Rate, BilledAmount, Attorney (User lookup), and Matter (Account lookup), preserving original timestamps and attorney attribution.
The Attorney Case File
Invoice / Bill
Microsoft Dynamics 365 Sales
Custom Table: Invoice
1:1Invoices from The Attorney Case File map to a custom Dataverse invoice table. Fields include InvoiceNumber, InvoiceDate, TotalAmount, BalanceDue, Status, Matter (Account lookup), and line items as a related custom table. Dynamics 365 Finance modules handle full billing natively — this migration delivers data only, not a billing workflow.
The Attorney Case File
Document Reference
Microsoft Dynamics 365 Sales
SharePointDocumentLocation + Note
1:1Documents attached in The Attorney Case File are re-uploaded to a SharePoint document library tied to the corresponding Dynamics 365 Account. The original file name, upload date, and attorney uploader are preserved in the SharePoint file metadata. For documents without SharePoint migration access, file references are stored as Notes attachments.
The Attorney Case File
Matter Custom Fields
Microsoft Dynamics 365 Sales
Custom Columns on Account or Custom Table
1:1Any custom fields defined in The Attorney Case File for matters (e.g., Court Venue, Case Number, opposing Counsel, Statute of Limitations) are created as custom columns in Dataverse — either on the Account table or on a dedicated attorneycasefile_matter custom table depending on field purpose and cardinality.
The Attorney Case File
Calendar / Appointment
Microsoft Dynamics 365 Sales
Appointment (Activity)
1:1Calendar entries and appointments from The Attorney Case File migrate as Dynamics 365 Appointments. The regarding field links to the parent Account or Contact. Original start/end times, subject, body, and organizer are preserved. Client-facing appointments with external attendees are migrated with the location field set to the client's address from the Contact record.
The Attorney Case File
Task / Reminder
Microsoft Dynamics 365 Sales
Task (Activity)
1:1Tasks and reminders associated with matters map to Dynamics 365 Task records. The Regarding field points to the Account or Contact. Status (Open, Completed), Priority, Due Date, and Subject are transferred directly. Completed-at timestamps are preserved as custom datetime fields when available.
The Attorney Case File
Workflow / Automation
Microsoft Dynamics 365 Sales
Power Automate (no equivalent record)
1:1The Attorney Case File workflow automations, email triggers, and document merge templates have no native equivalent in Dynamics 365. These must be rebuilt using Power Automate flows and Dynamics 365 templates post-migration. We export the workflow definitions as a reference document for your Dynamics 365 admin.
| The Attorney Case File | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Matter (Client Matter) | Account1:1 | Fully supported | |
| Client Contact | Contact1:1 | Fully supported | |
| Attorney / Staff User | SystemUser (Dynamics 365 User)1:1 | Fully supported | |
| Time Entry | Custom Table: TimeEntry1:1 | Fully supported | |
| Invoice / Bill | Custom Table: Invoice1:1 | Fully supported | |
| Document Reference | SharePointDocumentLocation + Note1:1 | Fully supported | |
| Matter Custom Fields | Custom Columns on Account or Custom Table1:1 | Fully supported | |
| Calendar / Appointment | Appointment (Activity)1:1 | Fully supported | |
| Task / Reminder | Task (Activity)1:1 | Fully supported | |
| Workflow / Automation | Power Automate (no equivalent record)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
The Attorney Case File gotchas
No public API — extraction requires vendor coordination
Export envelope is limited to workbook-level records
Trust accounting data is outside the export scope
Microsoft Dynamics 365 Sales gotchas
Professional tier 15-table custom table limit blocks migrations
October 2024 pricing increase applies at renewal for all customers
Custom fields must be created in the UI before API writes
Power Platform request limits apply to bulk migrations
Activity records orphaned to inactive owners fail silently
Pair-specific challenges
Migration approach
Provision Dynamics 365 environment and configure SharePoint integration
Before migration data moves, your Microsoft 365 admin provisions a SharePoint Online site and enables the Dynamics 365 SharePoint integration via Settings > Document Management. We then create the custom Dataverse tables (attorneycasefile_matter, attorneycasefile_timeentry, attorneycasefile_invoice) and all required custom columns on the Account and Contact entities based on The Attorney Case File schema export. This step establishes the target schema so field-level mapping validates before any records load.
Export The Attorney Case File data and resolve owner emails to Dynamics 365 users
We extract all matters, client contacts, time entries, invoices, and document metadata from The Attorney Case File via CSV export or API query. Each attorney and staff owner email is matched against the Dynamics 365 SystemUser table by email address. Unmatched owners are reported to your admin with instructions to create the missing Dynamics 365 user accounts. This step gates the migration — no records load without confirmed owner resolution.
Run a sample migration of 50–100 matters with field-level diff
A representative slice of matters, contacts, time entries, and documents migrates first into your Dynamics 365 sandbox or development environment. We generate a field-level comparison report between source values and destination values, verifying that matter names, contact links, custom field data, and time entry amounts transferred correctly. Your team reviews the diff report and approves field mapping adjustments before the full migration run commits.
Execute full migration with delta-pickup window and document re-upload
The full record set loads into Dynamics 365 via Dataverse Web API batch operations, respecting API request limits. Documents attached in The Attorney Case File are downloaded and re-uploaded to the corresponding SharePoint Account folders, with original file names and uploader timestamps preserved in SharePoint metadata. During the cutover window (24–48 hours), any new matters or updated contacts created in The Attorney Case File are captured by the delta pickup run and merged into Dynamics 365. Audit logs record every operation; one-click rollback is available if reconciliation identifies data integrity issues.
Platform deep dives
The Attorney Case File
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across The Attorney Case File and Microsoft Dynamics 365 Sales .
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
The Attorney Case File: Not publicly documented.
Data volume sensitivity
The Attorney Case File doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during The Attorney Case File to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
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