CRM migration
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
Source
Microsoft Dynamics 365 Sales
Destination
Compatibility
6 of 10
objects map 1:1 between Xtremepush and Microsoft Dynamics 365 Sales .
Complexity
BStandard
Timeline
3-5 weeks
Overview
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.
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
Xtremepush platform overview
Scorecard, SWOT, gotchas, and pricing for Xtremepush.
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 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
Microsoft Dynamics 365 Sales
Contact or Lead (split required)
1:manyXtremepush 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)
Microsoft Dynamics 365 Sales
Note on Contact
1:1Push 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
Microsoft Dynamics 365 Sales
Custom Field or Multi-Select Picklist
lossyXtremepush 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
Microsoft Dynamics 365 Sales
Contact field (HasOptedOutOfEmail) + custom consent fields
1:1Xtremepush 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
Microsoft Dynamics 365 Sales
Dynamic Microsoft 365 Group or Power Automate flow logic (documented)
lossyXtremepush 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)
Microsoft Dynamics 365 Sales
Campaign object in Dynamics 365
1:1Xtremepush 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
Microsoft Dynamics 365 Sales
Task and Custom Activity Log custom object
1:1Xtremepush 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)
Microsoft Dynamics 365 Sales
Custom fields on Contact
1:1Points 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)
Microsoft Dynamics 365 Sales
Custom Location custom object
1:1Xtremepush 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)
Microsoft Dynamics 365 Sales
Power Automate flow (documented)
lossyXtremepush 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.
| Xtremepush | Microsoft Dynamics 365 Sales | Compatibility | |
|---|---|---|---|
| User Profile | Contact or Lead (split required)1:many | Fully supported | |
| Device Token (APNS / Firebase GCM) | Note on Contact1:1 | Fully supported | |
| Attribute and Tag | Custom Field or Multi-Select Picklistlossy | Fully supported | |
| Preference and Consent Record | Contact field (HasOptedOutOfEmail) + custom consent fields1:1 | Fully supported | |
| Audience Segment | Dynamic Microsoft 365 Group or Power Automate flow logic (documented)lossy | Fully supported | |
| Campaign (metadata) | Campaign object in Dynamics 3651:1 | Fully supported | |
| Event and Behavioral Data | Task and Custom Activity Log custom object1:1 | Fully supported | |
| Loyalty Program State (points, tier, badges) | Custom fields on Contact1:1 | Fully supported | |
| Location (Geofences and iBeacons) | Custom Location custom object1:1 | Fully supported | |
| Automated Export Schedule (SFTP) | Power Automate flow (documented)lossy | 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.
Xtremepush gotchas
Push token migration requires coordinated SDK update and dev team handoff
Consent preference export does not include full audit trail
Location services require separate paid activation and SDK changes
Loyalty and gamification state is profile-relative, not independently exportable
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 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.
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.
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.
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.
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.
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
Xtremepush
Source
Strengths
Weaknesses
Microsoft Dynamics 365 Sales
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Xtremepush and Microsoft Dynamics 365 Sales .
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Xtremepush and Microsoft Dynamics 365 Sales .
Object compatibility
All 8 core objects map 1:1 between Xtremepush and Microsoft Dynamics 365 Sales .
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
Xtremepush: Not publicly documented.
Data volume sensitivity
Xtremepush exposes a bulk API — large-volume migrations stream efficiently.
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 Xtremepush to Microsoft Dynamics 365 Sales migration scoping. Not seeing yours? Book a call.
Walk through your Xtremepush to Microsoft Dynamics 365 Sales migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Xtremepush
Other ways to arrive at Microsoft Dynamics 365 Sales
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.