CRM migration

Migrate from Xtremepush to Microsoft Dynamics 365 Sales

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

Xtremepush logo

Xtremepush

Source

Microsoft Dynamics 365 Sales

Destination

Microsoft Dynamics 365 Sales  logo

Compatibility

60%

6 of 10

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

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Xtremepush and Microsoft Microsoft Dynamics 365 Sales occupy different functional domains: Xtremepush is a mobile-first engagement platform centered on push, SMS, and email campaigns against user profiles with behavioral event streams; Microsoft Dynamics 365 Sales is a relational CRM built around Accounts, Contacts, Leads, and Opportunities with an activity timeline. The migration is a data-structural translation, not a direct object copy. User profiles become Contacts or Leads in Dynamics with a custom Xtremepush identifier field for traceability. Push tokens and device registration records cannot function in Dynamics and are documented as a re-registration workflow post-migration. Engagement history (campaigns, events, attributes) maps into Dynamics Tasks, Events, and custom fields using the Bulk API. We do not migrate Xtremepush Workflows, Automation Journeys, or Location Services configurations; we deliver written inventories of each for the customer's admin to rebuild in Microsoft Dynamics 365 Sales or Power Automate.

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

Xtremepush logo

Xtremepush

What's pushing teams away

  • MFA lockout risk: if a user loses their phone or authenticator app, login becomes blocked and recovery can be slow, disrupting team access during critical campaign windows.
  • Steep initial learning curve: the interface is described as overwhelming for new users until they build familiarity with where campaigns, segments, and attributes are configured.
  • Limited message builder flexibility: more flexible editing options in the drag-and-drop composer are frequently requested, with some users resorting to workarounds for complex personalization scenarios.
  • Point solution lock-in risk: brands with multi-vendor stacks cite complexity in keeping engagement data synchronized across Xtremepush and other platforms in real time.

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 Xtremepush objects map to Microsoft Dynamics 365 Sales

Each row shows how a Xtremepush 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.

Xtremepush

User Profile

maps to

Microsoft Dynamics 365 Sales

Contact or Lead (split required)

1:many
Fully supported

Xtremepush user profiles map to Microsoft Dynamics 365 Sales Contact for profiles with a known company affiliation or to Lead for anonymous or prospect-level profiles. We use the profile's xtremepush_user_id as a custom field (xp_original_user_id__c) for traceability. If the profile has an email address associated, it maps to Contact's Email field; if the email domain matches a configured Account domain, it links to the corresponding Account. Profile-level attributes and tags migrate to custom fields on Contact or to a dedicated Tags multi-select picklist field.

Xtremepush

Device Token (APNS / Firebase GCM)

maps to

Microsoft Dynamics 365 Sales

Note on Contact

1:1
Fully supported

Push tokens cannot function across providers; APNS and Firebase tokens registered to Xtremepush are invalidated when the SDK is replaced. We export all device token records (token string, platform type, device model, registration timestamp) as a Note on the Contact record with a note titled 'Xtremepush Push Token Record' for the customer's mobile team to re-register against the new push provider post-migration. Token metadata does not activate in Microsoft Dynamics 365 Sales natively.

Xtremepush

Attribute and Tag

maps to

Microsoft Dynamics 365 Sales

Custom Field or Multi-Select Picklist

lossy
Fully supported

Xtremepush attributes (key-value pairs stored against user profiles) map to custom fields on the Dynamics Contact or Account object. We determine field type at migration scoping: numeric attributes become Decimal or Integer fields, date attributes become Date fields, boolean flags become Checkbox fields, and text attributes with a small cardinality become Picklist or Multi-Select Picklist. Tags with large cardinality are stored as a comma-delimited Text field or as a related Custom Object (Xtremepush Tags) with a lookup to Contact.

Xtremepush

Preference and Consent Record

maps to

Microsoft Dynamics 365 Sales

Contact field (HasOptedOutOfEmail) + custom consent fields

1:1
Fully supported

Xtremepush consent records specify preference type (Marketing, Legitimate Interest), subscription status, last-updated timestamp, and source. We map Marketing opt-in status to Dynamics HasOptedOutOfEmail. A custom field xp_consent_source__c (Picklist: manual, SDK, import) and xp_consent_type__c (Picklist: Marketing, Legitimate Interest) carry the full consent metadata. We flag records with only an import-source for compliance review before cutover, as Xtremepush consent exports do not include historical consent change audit trails.

Xtremepush

Audience Segment

maps to

Microsoft Dynamics 365 Sales

Dynamic Microsoft 365 Group or Power Automate flow logic (documented)

lossy
Fully supported

Xtremepush segments are defined by attribute, event, and tag rules in Xtremepush-specific syntax. We export segment membership rules and the count of profiles in each segment at migration time. The rules cannot be imported into Microsoft Dynamics 365 Sales as a reusable segment definition. We document each segment as a written rule specification with equivalent Dynamics filter criteria so the customer's admin can recreate segments as Saved Views on Contact, Dynamic Microsoft 365 Groups, or Power Automate-triggered audience lists.

Xtremepush

Campaign (metadata)

maps to

Microsoft Dynamics 365 Sales

Campaign object in Dynamics 365

1:1
Fully supported

Xtremepush campaign metadata (name, schedule, trigger conditions, channel, content template reference) migrates to Dynamics 365 Campaign. Campaign type maps from the Xtremepush channel (push, SMS, email) to Dynamics Campaign Type. We do not migrate campaign content or creative assets; these are exported as a file package for the customer's design team to re-author in Dynamics-compatible templates. Automated journey triggers are not migrated as live workflows.

Xtremepush

Event and Behavioral Data

maps to

Microsoft Dynamics 365 Sales

Task and Custom Activity Log custom object

1:1
Fully supported

Xtremepush behavioral events (event type, timestamp, associated user/device) migrate to a custom Activity Log object in Microsoft Dynamics 365 Sales (or to Task records for lower-volume migrations) with fields for event_type__c, event_timestamp__c, and xp_user_id__c linking to the Contact. High-volume event exports (over 100,000 records) require Bulk API chunking with exponential backoff. Event cardinality can be high; we recommend the customer decide whether all historical events migrate or a recent-window snapshot (last 12 months) to control import scope.

Xtremepush

Loyalty Program State (points, tier, badges)

maps to

Microsoft Dynamics 365 Sales

Custom fields on Contact

1:1
Fully supported

Points balance, tier assignment, earned badges, and gamification achievements are stored as attributes on Xtremepush user profiles. We export these as custom fields on the Dynamics Contact record: xp_loyalty_points__c (Integer), xp_loyalty_tier__c (Picklist), xp_badges__c (Multi-Select Picklist), and xp_gamification_state__c (Long Text Area for JSON snapshot). The gamification rule engine (triggers, reward thresholds, achievement conditions) is not exposed via export and is documented as a written inventory for the customer to rebuild in Microsoft Dynamics 365 Sales or a loyalty ISV app.

Xtremepush

Location (Geofences and iBeacons)

maps to

Microsoft Dynamics 365 Sales

Custom Location custom object

1:1
Fully supported

Xtremepush geofence and iBeacon location metadata (coordinates, radius, venue UUID, beacon identifiers) migrates to a custom Location object in Microsoft Dynamics 365 Sales with a lookup to the Account representing the physical venue. Location permission state (user opt-in to location tracking) is a device-level flag that cannot be transferred and must be re-collected post-migration. We export all location configuration metadata for the customer's dev team to reconfigure in their new location services provider.

Xtremepush

Automated Export Schedule (SFTP)

maps to

Microsoft Dynamics 365 Sales

Power Automate flow (documented)

lossy
Fully supported

Xtremepush SFTP automated exports run on configurable schedules and produce CSV files of profile data, event data, or segment membership. We document each active export schedule, credential path, file schema, and delivery frequency. The Microsoft Dynamics 365 Sales equivalent is a Power Automate flow that queries the migrated data via the Dataverse API on the same schedule. We provide the documented export specification as a handoff to the customer's integration team.

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.

Xtremepush logo

Xtremepush gotchas

High

Push token migration requires coordinated SDK update and dev team handoff

Medium

Consent preference export does not include full audit trail

Medium

Location services require separate paid activation and SDK changes

Low

Loyalty and gamification state is profile-relative, not independently exportable

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

  • Push tokens are invalidated when the engagement SDK changes

    Xtremepush device tokens (APNS for iOS, Firebase Cloud Messaging for Android) are bound to Xtremepush as the push provider. When the mobile app is updated to remove the Xtremepush SDK, all previously registered tokens are invalidated regardless of provider. We export all device token metadata (token string, device ID, platform, registration date) as a Note on each Contact record so the customer's mobile team can re-register devices against a new push provider post-migration. We cannot preserve active push delivery during the transition; silent failures occur until the updated app build is installed by the end user. We schedule migration cutover to align with the app release that removes the Xtremepush SDK.

  • Xtremepush consent exports omit historical change audit

    The automated Xtremepush consent export provides preference type, status (subscribed/unsubscribed), last-updated timestamp, and consent source, but it does not include prior consent state changes or the campaign context for each consent event. This matters for GDPR and iGaming compliance where the full consent lifecycle must be demonstrable. We flag records that have only an import-source consent type and recommend re-collecting consent for high-compliance industries before finalizing the migration cutover. We carry forward the current status and flag the compliance gap in the handoff checklist.

  • Location services require a new SDK integration in the app

    Geofence and iBeacon location data stored in Xtremepush is location metadata (coordinates, radius, venue UUID) without the user-level location permission state. Users must re-opt into location tracking after reinstalling the app with a new SDK. We export all location configuration objects and venue metadata as a written inventory, but location permission is a fresh consent that must be collected through the app's native location permission dialog. We document the location data gap as a post-migration item on the customer handoff checklist.

  • Engagement events require a custom data model in Microsoft Dynamics 365 Sales

    Xtremepush behavioral events (event types, timestamps, associated users) have no native equivalent in Microsoft Dynamics 365 Sales , which is structured around CRM activities (Tasks, Events, EmailMessages) rather than event streams. We migrate event history to a custom Activity Log object or Task records, but Dynamics does not natively support the event cardinality and real-time querying that Xtremepush provides. Customers with high-volume behavioral event data (thousands of events per user) should anticipate a different reporting model in Dynamics, likely requiring Power BI to surface the migrated event data.

Migration approach

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

  1. Discovery and data audit

    We audit the Xtremepush account across user profile volume, attribute and tag count, segment definitions, campaign metadata, event schema, consent record counts, loyalty program state, and any active SFTP export schedules. We pair this with a Microsoft Dynamics 365 Sales edition review (Sales Professional at $65/user covers standard migrations; Sales Enterprise at $105/user is required if the customer needs advanced AI, custom entities at scale, or multiple sales processes). The discovery output is a written migration scope document with record counts per object, a field-mapping draft, and a consent-status compliance flag for any high-regulation industry.

  2. Schema design in Microsoft Dynamics 365 Sales

    We design the destination schema in Microsoft Dynamics 365 Sales . This includes creating custom fields on Contact (xp_original_user_id__c, xp_consent_type__c, xp_consent_source__c, xp_loyalty_points__c, xp_loyalty_tier__c, xp_badges__c, xp_gamification_state__c), a custom Activity Log entity for behavioral events, a custom Location entity for venue metadata, and any required option sets and lookup relationships. Schema is deployed into a Dynamics Sandbox org first for validation against the Xtremepush source data.

  3. Sandbox migration and reconciliation

    We run a full migration into the Microsoft Dynamics 365 Sales Sandbox using production-like data volume. The customer's RevOps lead spot-checks 25-50 migrated Contacts against the Xtremepush source (attribute values, consent status, loyalty points), validates the segment mapping documentation, and reviews the push token Note records on each Contact. The admin signs off on the schema and mapping before production migration begins. Any field type mismatches or missing required fields are corrected at this stage.

  4. Contact and Account import with dependency resolution

    We run the production migration in record-dependency order. First, we export Xtremepush Company records (if present) and import them as Dynamics Accounts. Then we export user profiles and map them to Contacts with the AccountId resolved via domain matching or a cross-reference table. For profiles without a known Account affiliation, we create Contacts without Account links and flag them for the admin to associate post-migration. Custom fields are populated during the Contact insert using the attribute and tag mapping designed during schema design. Each phase emits a row-count reconciliation report before the next begins.

  5. Engagement history migration via Bulk API

    We migrate campaign metadata to Dynamics Campaigns and behavioral event history to the custom Activity Log entity or Task records using the Dynamics 365 Bulk API with batch chunking and exponential backoff. Parent-record resolution maps each event to the xp_original_user_id__c on the corresponding Contact. High-volume event exports (over 100,000 records) are chunked to 10,000 records per batch. Consent records are imported after Contact creation, updating the HasOptedOutOfEmail field and populating the custom consent metadata fields on each Contact.

  6. Cutover, delta sync, and automation inventory handoff

    We freeze writes to Xtremepush during cutover, run a final delta migration of any records modified during the migration window, then enable Microsoft Dynamics 365 Sales as the system of record. We deliver the written inventories: a segment rebuild guide with equivalent Dynamics filter criteria for each Xtremepush audience segment, a campaign metadata log with channel and schedule details, a location configuration specification for the dev team, and a loyalty program state document for the gamification rebuild. We support a one-week hypercare window for reconciliation issues. We do not rebuild Xtremepush Automation Journeys or Workflows inside the migration scope.

Platform deep dives

Context on both ends of the pair

Xtremepush logo

Xtremepush

Source

Strengths

  • Multichannel unification: push, SMS, email, and web push managed from a single campaign canvas without switching tools.
  • Real-time triggering: SDK-based event collection supports in-session automation rather than batch-only campaigns.
  • AI-driven audience recommendations with Explainable AI, providing justification for segment selections.
  • Gamification and loyalty mechanics built natively, not bolted on via third-party plugins.
  • SFTP-based automated exports allow programmatic data extraction on flexible schedules.

Weaknesses

  • No publicly documented API rate limits or bulk endpoint specifications, making migration pacing unpredictable without a technical scoping call.
  • Push token migration from legacy providers requires manual CSV export and Xtremepush dev team involvement, adding coordination overhead.
  • Enterprise features (encrypted push, location services) are separately priced add-ons negotiated with account management, not self-serve.
  • Message builder flexibility is limited compared to dedicated email or creative tools, prompting some teams to author content elsewhere and import.
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. All 8 core objects map 1:1 between Xtremepush and Microsoft Dynamics 365 Sales .

B

Overall complexity

Standard migration

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

  • Object compatibility

    A

    All 8 core objects map 1:1 between Xtremepush and Microsoft Dynamics 365 Sales .

  • 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

    Xtremepush: Not publicly documented.

  • Data volume sensitivity

    A

    Xtremepush exposes a bulk API — large-volume migrations stream efficiently.

Estimator

Estimate your Xtremepush 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 Xtremepush to Microsoft Dynamics 365 Sales data migrations

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

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Most migrations land between three and five weeks for accounts under 20,000 user profiles with no loyalty program state and moderate engagement history. Migrations with loyalty gamification mechanics, large behavioral event histories (over 200,000 records), or complex multi-attribute profile schemas requiring extensive custom field mapping in Dynamics move to eight to twelve weeks because of schema design, Bulk API chunking, and consent compliance review.

Adjacent paths

Related migrations to explore

Ready when you are

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