Migrate from work4all to Microsoft Dynamics 365 Sales

work4all Customer master records (address, contact details, commercial figures, open items) map to Dynamics 365 Account. The Customer record is the primary organisational anchor in work4all, so we export it first and create Account records before any related Contact or Opportunity import to satisfy lookup dependencies. We preserve the original Customer number in a custom field w4a_customer_number__c for audit and cross-reference.

work4all Supplier master records mirror the Customer structure with address and purchasing history. We map Suppliers to Dynamics 365 Account with a custom account type field (account_type = 'Vendor') to distinguish them from Customer Accounts. If the destination includes Business Central, the supplier maps to the Vendor table there instead, and the Microsoft Dynamics 365 Sales Account is used as a purchasing Contact organisation.

work4all Contact Persons linked to Customers and Suppliers map to Dynamics 365 Contact records. The Contact is linked to its parent Account via the AccountId lookup. We resolve the parent Account reference at migration time so that Contact insert respects the lookup relationship.

work4all Sales Opportunities track pipeline stage, estimated value, and linked Customer and Contact references. We map them to Dynamics 365 Opportunity with stage translation from work4all's pipeline stage names to the configured Salesforce Opportunity Stage values. Estimated value migrates to Amount; close date migrates to CloseDate; the linked Customer reference becomes AccountId.

work4all Item master records include pricing, descriptions, and stock information. We map Items to Dynamics 365 Product2 with Standard Pricebook entries created during import. The work4all item number becomes Product Code; item description becomes Name. If the customer uses pricing lists in work4all, we create multiple PricebookEntry records per Product.

work4all ERP document headers and line items are exported as structured records. Invoices for closed-won Opportunities map to Opportunity with Closed Won stage and historical line items as OpportunityLineItems. Open offers and quotations map to Dynamics 365 Quote records attached to the Opportunity. We flag that PDF attachments require separate file migration to SharePoint or Dynamics 365 Notes with ContentDocumentLink.

work4all Open Items track outstanding invoice and credit memo amounts but do not automatically include payment history. We request partial-payment records from the vendor export to reconstruct the open amount as original_invoice_amount minus recorded_payments. The open item becomes an Opportunity record or a custom open_items object depending on whether the customer wants to track unpaid invoices as pipeline opportunities or as a separate receivables view.

Phone call logs in work4all are CRM activities linked to Customers and Contacts with free-text summaries, caller ID (from TAPI integration), and timestamps. We map them to Dynamics 365 Task with TaskSubtype = Call, preserving the call summary as Description and the timestamp as ActivityDate. The linked Customer or Contact reference becomes the Regarding (regardingobjectid) lookup.

Visit reports are time-stamped CRM records associated with a Customer and an Owner in work4all. They may contain custom fields from industry extensions. We export the report body as a Note (if primarily narrative) or as a Task with custom fields (if action-oriented). Any industry-extension custom fields require schema inspection to enumerate.

Standalone Tasks in work4all carry status, priority, due dates, and owner assignments linked to Customers, Contacts, or Documents. We map them to Dynamics 365 Task with Status, Priority, and ActivityDate preserved. Task assignment migrates by resolving the work4all owner reference to the corresponding Dynamics 365 User by email match.