Migrate from Zoho CRM Plus to Microsoft Dynamics 365 Sales

Zoho Leads map directly to Dynamics 365 Lead. Lead_Status, Lead_Source, and custom fields migrate to corresponding Lead attributes. We preserve the Zoho Last Modified Date and any scoring fields as custom fields on the Dynamics Lead. If the customer uses Zoho's lead scoring module, the score migrates to a custom integer field. Lead conversion settings in Dynamics (Account, Contact, Opportunity creation on convert) are configured during schema setup.

Zoho Accounts map to Dynamics 365 Account. We map Account Name, Industry, Website, Billing Address, and Shipping Address directly. If the Zoho Account holds person-level data (a common configuration in Zoho where individual contacts are stored in Accounts without a separate Contact record), we split these during transformation — the company data goes to Account and the person data goes to a Contact linked to the Account. We flag any Accounts without an Industry or Website value for post-migration data-quality review.

Zoho Contacts map to Dynamics 365 Contact with Account as the required parent. We resolve AccountId by matching the Zoho Account name or domain to the Dynamics Account. First Name, Last Name, Email, Phone, Title, and custom fields migrate directly. Contact Role on related Deals migrates to the OpportunityContactRole object in Dynamics. Tags on Zoho Contacts migrate to a custom multi-select picklist field or a Tags entity in Dataverse depending on volume.

Zoho Deals map to Dynamics 365 Opportunity. Deal Name becomes Opportunity Name, Amount maps directly, Closing Date becomes Close Date, and Deal Stage maps to a Dynamics Sales Process stage name. Probability percentages migrate to StageProbability on the Opportunity. Owner maps via email-match to the Dynamics User. Zoho allows multiple pipelines per module; we ask customers during scoping to confirm the destination pipeline stage map and configure a corresponding Record Type and Sales Process in Dynamics 365 before import.

Zoho Tasks and Events map to Dynamics 365 Task and Event respectively. We set the Regarding (WhatId) on each activity to the related Account, Contact, or Opportunity by resolving the Zoho related module reference. Activity timestamps (created date, due date) migrate to the corresponding Dynamics fields. Call Logs in Zoho migrate to Task with TaskSubtype = Call and CallDuration preserved in a custom field. Email history migrates as EmailMessage records linked to the related Contact or Account.

Zoho Campaigns map to Dynamics 365 Campaign. Campaign Name, Type, Status, Start Date, End Date, Budgeted Cost, and Expected Revenue migrate directly. Campaign Member status for related Leads and Contacts migrates to CampaignMember records. Zoho Campaign responses (opened emails, form submissions) migrate as Campaign Activity history.

Zoho Cases live in the Zoho Desk module within CRM Plus and map to Dynamics 365 Case only if the destination org includes a Service Cloud license. Without Service Cloud, Cases migrate as custom entities or as high-priority Tasks with a Case Reference number. We preserve Case Number, Subject, Status, Priority, Description, and the related Contact or Account. Comment threads migrate as EmailMessage records linked to the Case. Zoho Desk-specific fields (Channel, SLA Status) require custom field creation in the destination.

Zoho Products map to Dynamics 365 Product2. Product Code, Name, Unit Price, Tax, and Description migrate directly. Active/Inactive status maps to StateCode. If the customer uses Product Bundles in Zoho, we create the parent Product2 record and add bundle components as related line items during import.

Zoho stores Quotes, Sales Orders, and Invoices as separate modules. Each maps 1:1 to the Dynamics 365 equivalent. Line items migrate with Product reference, Quantity, Unit Price, and Discount. The related Account, Contact, and Product lookups are resolved at migration time. Status fields map between platforms' state models (Zoho's Sent/Accepted/Declined vs Dynamics' Draft/InProgress/Active states).

Zoho custom modules (built via CRM Plus Custom module) map to Dataverse custom entities. We inspect the Zoho module schema via API before migration, create the equivalent Dataverse entity including all custom fields, lookup relationships, and option sets, then import the data. Custom field types (lookup, picklist, currency, date, checkbox) convert to their Dataverse type equivalents. Formula fields and Autonumber fields cannot be migrated as computed fields — we document them for manual recreation in Dynamics 365.

Zoho Users map to Dynamics 365 Users by email address. We extract every distinct Owner referenced on Zoho records (Contacts, Deals, Activities) and match by email against the destination org's User table. Owners without a matching User go to a reconciliation queue — the customer's Dynamics admin provisions the missing Users before record migration resumes. Active/inactive status and Role migrate for audit purposes.

Zoho tags on Contacts, Accounts, and Deals migrate to a custom multi-select picklist field in Dynamics 365 if the total tag vocabulary is under 150 unique values. If the vocabulary exceeds this threshold, we create a dedicated Tags entity in Dataverse and link tags via a many-to-many relationship table. The customer chooses the tag strategy during scoping based on how tags are used in reporting.