CRM migration
Field-level mapping, validation, and rollback between Tubular CRM and Microsoft Dynamics 365 Sales . We move data and schema; workflows are rebuilt natively in Microsoft Dynamics 365 Sales .
Tubular CRM
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
6 of 8
objects map 1:1 between Tubular CRM and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Tubular CRM to Microsoft Microsoft Dynamics 365 Sales is a platform migration with a significant schema gap to bridge. Tubular uses a flat object model centered on Deals, Contacts, and Tags, while Microsoft Dynamics 365 Sales enforces a Lead-to-Contact-to-Account hierarchy with separate Opportunity records, Record Types, and Sales Processes. We sequence the export around Tubular's tier constraints—Pro-tier accounts lack API access and require coordinated CSV downloads from the UI in dependency order—then map each Tubular object to its Dynamics equivalent. We preserve Tags as multi-select picklist custom fields on Contact and Opportunity, and we carry forward deal values, stage assignments, and owner assignments. Activity history (calls, emails, meetings, tasks) migrates via Microsoft Dynamics 365 Sales REST API with parent-record resolution. Tubular-native automations such as Deal Stage Triggers, Email Templates, and DNA Credit-enriched scoring do not transfer; we deliver a written inventory of active triggers for the customer's admin to rebuild in Microsoft Dynamics 365 Sales Flow or Power Automate post-migration.
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
Tubular CRM platform overview
Scorecard, SWOT, gotchas, and pricing for Tubular CRM.
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 Tubular CRM 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.
Tubular CRM
Contact
Microsoft Dynamics 365 Sales
Contact
1:1Tubular Contact records map to Microsoft Dynamics 365 Sales Contact. We map name, email, phone, company association, owner, and any custom fields directly. In Dynamics, Contacts attach to an Account (which we create from the Tubular company name if no matching Account exists). Tubular's flat contact model maps cleanly without the Lead-Contact split complexity found in HubSpot-to-Salesforce migrations, because Tubular does not use an unqualified-prospect model.
Tubular CRM
Deal
Microsoft Dynamics 365 Sales
Opportunity
1:1Tubular Deals map to Microsoft Dynamics 365 Sales Opportunity. The deal name becomes Opportunity Name, deal value becomes Estimated Revenue, stage assignment maps to the Dynamics StageName within a configured Sales Process, and payment terms migrate as a custom field. OwnerId is resolved via email match against Dynamics Users before Opportunity import.
Tubular CRM
Pipeline Stage
Microsoft Dynamics 365 Sales
Sales Process + Stage
lossyTubular's custom pipeline stages map to Dynamics Sales Process stages. Each Dynamics Sales Process whitelists the stage values available to users, matching the stage names and order from Tubular. Stage probability percentages migrate as StageProbability values, rounded to the nearest allowed integer. We configure this in a Sandbox before production import.
Tubular CRM
Lead
Microsoft Dynamics 365 Sales
Lead
1:1Tubular Leads map directly to Microsoft Dynamics 365 Sales Lead. We transfer lead name, email, phone, source, status, owner, and custom Lead Builder fields. The Lead-to-Contact conversion in Dynamics happens post-migration as part of the customer's sales process, since Tubular Leads are already qualified records rather than raw inbound prospects.
Tubular CRM
Tag
Microsoft Dynamics 365 Sales
Custom Multi-Select Picklist
lossyTubular Tags on Deals and Contacts do not have a native Dynamics equivalent. We create a custom multi-select picklist field on both Contact and Opportunity in Dynamics, populate it with the distinct tag values extracted from Tubular, and apply the tag arrays to each record during import. Tags used for deal categorization that represent pipeline segments are also mapped to the appropriate Sales Process stage on import.
Tubular CRM
Task
Microsoft Dynamics 365 Sales
Task
1:1Tubular Tasks associated with Deals and Contacts map to Dynamics Task. Task title, due date, owner, and completion status migrate. Recurring task patterns are not preserved in export and must be rebuilt in Microsoft Dynamics 365 Sales or Power Automate post-migration. We document each recurring pattern during discovery for the admin rebuild.
Tubular CRM
Activity Log (email, call, meeting)
Microsoft Dynamics 365 Sales
Task, Event, EmailMessage
1:1Tubular activity logs (emails, call records, meeting logs) attached to Deals and Contacts migrate to Dynamics as Task records (TaskSubtype = Call for calls), Event records (for meetings), and EmailMessage records (for emails). We resolve the parent WhoId and WhatId on each activity to ensure the timeline displays correctly against the Contact or Opportunity in Dynamics.
Tubular CRM
User / Owner
Microsoft Dynamics 365 Sales
User
1:1Tubular Owners map to Dynamics Users by email match. Any Tubular Owner without a matching Dynamics User is placed in a reconciliation queue. The customer's Dynamics admin provisions missing Users before record import proceeds, because OwnerId is a required reference on Opportunity and Contact.
| Tubular CRM | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline Stage | Sales Process + Stagelossy | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Tag | Custom Multi-Select Picklistlossy | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Activity Log (email, call, meeting) | Task, Event, EmailMessage1:1 | Fully supported | |
| User / Owner | User1:1 | 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.
Tubular CRM gotchas
Enterprise REST API is undocumented and gated
Reports cannot be programmatically exported
DNA Credits limit AI-enriched enrichment features
Deal Stage Triggers are platform-specific automation
UI-based extraction required for Pro-tier exports
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
Discovery and export method assessment
We audit the source Tubular CRM account across tier (Pro or Enterprise), active pipelines, stage names, deal and contact volume, active Tags, owner list, and any Zapier integration data. We confirm whether the customer has Enterprise-tier API credentials (for a scripted export) or is on Pro (requiring coordinated CSV downloads from the UI). We also identify Deal Stage Triggers, Email Templates, and any enriched lead data using DNA Credits. The discovery output is a written migration scope that specifies export method, record counts per object, and any pre-migration data the customer must extract manually.
Dynamics schema design and custom field build
We design the destination schema in Microsoft Dynamics 365 Sales . This includes creating custom multi-select picklist fields for Tags on Contact and Opportunity, configuring Sales Processes to match Tubular's pipeline stage names and order, setting up Record Types if multiple pipelines exist, and mapping owner email addresses to the Dynamics User table. Schema changes are deployed to a Sandbox org first for validation before production deployment.
Export preparation and dependency-ordered CSV downloads
For Pro-tier accounts, we coordinate the customer's team through a structured CSV export sequence: Accounts first, then Contacts, then Deals, then Tasks, then Activity Logs. We provide a checklist specifying the fields to include in each export, the naming convention for files, and the order of operations to preserve relational integrity. For Enterprise-tier accounts with API access, we script the export directly using the available API endpoints after validating connectivity and schema. All exports are validated for completeness (row counts, null-field checks, owner email coverage) before import begins.
Sandbox migration and reconciliation
We run a full migration into a Microsoft Dynamics 365 Sales Sandbox environment using production-like data volume. The customer's sales operations lead reconciles record counts against Tubular (Contacts in, Leads in, Deals in, Activities in), spot-checks 25-50 records for field accuracy, and confirms that Tags appear correctly in the custom picklist fields. Any mapping corrections, missing fields, or validation rule failures surface here before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from Tubular company associations), Contacts, Leads, Opportunities (with OwnerId resolved and Sales Process configured), Tasks and Activity history (via Dynamics REST API with parent-record resolution), and Tags applied to Contact and Opportunity records. Each phase emits a row-count reconciliation report. Any Owner without a matching Dynamics User is held in a reconciliation queue until the customer's admin provisions the User.
Cutover, validation, and automation rebuild handoff
We freeze Tubular writes during cutover, run a final delta migration of any records modified during the migration window, then hand the Dynamics org to the customer's team as the system of record. We deliver the Deal Stage Trigger and Email Template inventory with recommended Dynamics Flow equivalents for each. We support a one-week hypercare window for reconciliation issues. We do not rebuild Tubular automations as Dynamics Flow inside the migration scope; that is a separate engagement.
Platform deep dives
Tubular CRM
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 Tubular CRM 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
Tubular CRM: Not publicly documented.
Data volume sensitivity
Tubular CRM 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 Tubular CRM to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
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