FERRYAI-LED MIGRATION
Migration to Dynamics 365 Sales, made easy.
Bring data into Dynamics 365 Sales from any system or file. AI-led migration. Expert-reviewed. A migration plan in hours.
Connectors or files in. A reviewed migration plan out.
WHAT MOVES
What lands in Dynamics 365 Sales
- Contacts & companies
- Deals & pipelines
- Activities & notes
- Custom objects
- Associations
- Workflows & ownership
HOW IT RUNS
From inventory to cutover
01Inventory the sourcesObjects, counts, and custom fields scanned from systems or files.
02Map into placeFields mapped into Dynamics 365 Sales with type checks and transformation rules.
03Pilot and validateA slice transfers first; counts and values are reconciled.
04Cut overFreeze, delta sync, final diff, and sign-off — on your schedule.
PLATFORM FACTS
Loading data into Dynamics 365 Sales
Load paths
- Dataflows or the Web API with alternate keys for upserts
- Duplicate detection rules configured before the load
- Option-set labels mapped to values, not display text
Watch out for
- Service-protection throttling limits per user — spread the load
- Custom entities and business units need a target model decision first
Specifics vary by plan and change over time — the free assessment verifies them against your actual setup.
POPULAR ROUTES
Popular sources into Dynamics 365 Sales
Moving into Dynamics 365 Sales? Start with the free assessment.
FAQ
Frequently asked questions
Which sources are supported?
Major SaaS systems plus CSV, Excel, JSON, and database extracts. Unlisted systems can be scoped in the free assessment.
What about data already in Dynamics 365 Sales?
Duplicate detection and merge rules run in the pilot before the full transfer writes anything.
How does this fit the implementation schedule?
Mapping and tests run alongside setup, then a delta sync lands the final data on your go-live date.