Migrate from Zurple to Microsoft Dynamics 365 Sales

Zurple contacts without a closed transaction route to Dynamics 365 Sales as Leads. Contacts that represent past clients (closed transactions in Zurple) migrate as Dynamics Contacts under their parent Account. We apply a transaction-status split rule to determine the correct destination object at migration time.

Zurple company records map directly to Dynamics 365 Sales Accounts. Address, phone, website, and industry fields translate to Account.Address1, Account.Telephone, Account.WebsiteURL, and Account.Industry. Multiple contacts sharing the same company in Zurple collapse to one Account with multiple Contact records referencing it.

Zurple pipeline stages map to Dynamics 365 Sales Opportunity Stage values. Each Zurple pipeline becomes a separate Opportunity record type or a Business Process Flow so stage pick-lists stay scoped correctly. Stage-entered timestamps migrate as custom datetime fields for historical reporting continuity.

Zurple deal records map to Dynamics 365 Sales Opportunities. Deal name, amount, stage, close date, and owner transfer directly. Currency fields in Zurple use deal-level currency; Dynamics Opportunity.AmountUSD requires explicit currency mapping if multi-currency data exists. We apply currency conversion using your configured exchange rates, or preserve the original currency field in a custom column if multi-currency data needs to remain visible.

Zurple conversation events (sent emails, SMS, auto-responses) map to Dynamics Tasks with Type='Email' or Type='Phone'. Meeting-type conversations map to Dynamics Appointments. Original timestamps, owner, and linked contact are preserved. Conversation content migrates as notes on the task for audit trail continuity.

Zurple notes on contacts or deals migrate to Dynamics 365 Sales Annotations. The Annotation object stores note body text, created-on timestamp, and owner. If notes contain file attachments, those extract and re-upload as Dynamics Notes attachments under the same parent record.

Zurple file attachments on records extract, download, and re-upload to Dynamics 365 Sales ActivityMimeAttachment entities linked to the corresponding Activity. If your Dynamics instance uses SharePoint for document management, we upload files to the appropriate SharePoint location linked via the entity's document references.

Zurple agent users resolve by email against Dynamics 365 Sales SystemUser records. We match on email address first; unmatched agents flag before migration so you can invite them to Dynamics or assign to a fallback owner. Unresolved owners receive all records assigned to that fallback during migration.

Zurple custom properties migrate as custom columns in Dynamics 365 Sales Dataverse. Every custom property requires a corresponding custom column created in the destination environment before migration runs. We deliver a schema setup plan listing each custom column name, data type, and pick-list options so your Dynamics admin can pre-create the fields.

Zurple's lead scoring or ranking metric migrates to a custom integer field on the Dynamics Lead entity. Score values and any threshold-based ranking tiers transfer as pick-list or integer fields. This data does not drive Dynamics lead scoring logic — it surfaces as informational context for sales reps.

Zurple's real estate-specific data (viewed properties, IDX search criteria, MLS interests) has no native Dynamics 365 Sales equivalent. We map these to custom columns on Contact or a custom Dataverse table with a lookup to Contact. Your admin defines the form layout after migration.

Zurple lead source tags (Google Ads, organic, referral) map to Dynamics 365 Sales Lead.LeadSource pick-list. If your Zurple setup uses custom source taxonomy, we map those values to the closest standard LeadSource option or a custom pick-list column on the Lead entity.

Zurple contact tags have no direct Dynamics 365 Sales equivalent. We preserve all tags as a custom text column (comma-separated) on the Contact record. Tags that represent categorical segmentation can alternatively map to a custom pick-list if you define the value set before migration.

Zurple's automated nurture sequences (Conversations™) are behavioral automation logic with no Dynamics 365 Sales equivalent. These cannot migrate. We export your sequence definitions as a configuration reference so your Power Automate developer can rebuild equivalent flows post-migration using the exported triggers and contact event data.