Migrate from Traffic Ticket CRM to Microsoft Dynamics 365 Sales

Traffic Ticket CRM client records map to Dynamics 365 Contact with primary firm association stored on Account. Client address, phone, email, and contact preferences migrate directly. Multi-contact households in Traffic Ticket CRM collapse to primary contact per account. Secondary contacts and shared household members become related Contact records linked to the same Account for reference purposes.

Traffic Ticket CRM case records translate to Dynamics 365 Case entity for case-status tracking. If your firm uses multiple case types with distinct field sets, we create a custom Ticket table with type-scoped fields rather than overloading the standard Case entity pick-lists.

Traffic Ticket CRM stores violation type, citation number, speed/rpm reading, and court code as case properties. Dynamics 365 Case has no native violation tracking — these migrate as custom fields (new_violationtype, new_citationnumber, new_courtcode) on the Case or custom Ticket table.

Traffic Ticket CRM court dates map to Dynamics 365 BookableResourceBooking for attorney-scheduled court appearances, or to the Appointment activity type if your firm tracks court dates as calendar activities. Court jurisdiction and courtroom location become custom fields on the booking record.

Traffic Ticket CRM bond records (surety company, bond amount, bond status) have no Dynamics 365 equivalent. We create a custom Bond table with fields for bond amount, surety company name, bond number, and status, linked to the Case via a lookup relationship.

Traffic Ticket CRM trust accounting records (client trust deposits, withdrawals, balance) do not map to Dynamics 365 Sales — Dynamics lacks a trust ledger module. We export trust records as a structured CSV with case linkage for import into Dynamics 365 Finance, Business Central, or a dedicated trust accounting tool.

Traffic Ticket CRM documents attached to cases re-upload to Dynamics 365 SharePoint integration. File size limits (10MB default per file in Dataverse) apply. Documents also create Notes records with links to SharePoint locations for inline access within the Case form.

Traffic Ticket CRM court-data leads map to Dynamics 365 Lead with court name, citation date, and violation type stored as custom fields. Source field is set to 'Court Data Import' for lead attribution. Lead-to-Contact conversion happens post-migration in Dynamics based on your intake workflow.

Traffic Ticket CRM tasks and reminders such as deadline alerts, follow-up items, and case-specific action items map to Dynamics 365 Task records. Original due dates, priority levels, and assigned owners are preserved during migration. Owner resolution uses email matching against Dynamics 365 user accounts to ensure tasks route to the correct attorney or staff member in the destination system.

Traffic Ticket CRM invoices and billing records (hourly fees, flat fees, court costs) do not migrate to Dynamics 365 Sales, which tracks only opportunity amounts, not financial transactions. Invoices export as structured data for import into Business Central or your accounting software.

Traffic Ticket CRM custom fields specific to traffic violations (speed over limit, school zone indicator, accident involvement) or criminal cases (charge level, prior offenses, sentencing details) migrate as custom fields on the Case or custom Ticket table with appropriate data types. Pick-list fields preserve value mappings while text and numeric fields transfer with their original values for historical reference.

Traffic Ticket CRM automated mailer logs map to Dynamics 365 Email activities or Letter activities with the original template name stored in a custom field for reference. The automation logic itself does not migrate and must be rebuilt in Power Automate post-migration. We export template names and trigger conditions as documentation to guide the Power Automate rebuild project.