Dynamics 365 Sales· Data migration
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 7 of 11 · Implementation · Updated October 26, 2026

Dynamics 365 Sales data migration

After mapping sign-off, a Dynamics 365 Sales data migration is a controlled load. superglue's agent shows you the target and a transformed sample, waits for your approval, loads in batches, and reconciles source and target. The same saved tools run the trial load and the production load, so production gets exactly what you tested.

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How this step works

What the agent does

  • Builds the load as saved tools that run the same way every time, with no AI at execution time.
  • Loads in small batches and reports rejected records with the reason.
  • Reconciles record counts and totals between source and target after each load.
  • Runs timed trial loads, so you know how long the final load takes.

What you decide and approve

  • When a batch is safe to load. Every write pauses for your approval.
  • How rejected records are fixed: in the source, in the mapping or by hand.
  • Whether a reconciliation difference blocks the next load.

What the client gets

  • A reconciliation report for each load.
  • A list of rejected records with the reason.

What makes a Dynamics 365 Sales data load work

  1. 01

    Load in dependency order

    Users and teams, then accounts, contacts and leads, then opportunities and products, then activities.

  2. 02

    Agree which automation stays off

    Workflows, plug-ins and duplicate detection can fire on loaded records. Agree with the admin what is paused during the load.

  3. 03

    Keep the original dates

    Activities and records should keep their original created dates, or the history and reports lose their meaning.

  4. 04

    Reconcile per entity and owner

    Compare record counts per entity and per owner. Owner counts catch records that landed with the wrong person.

Frequently asked questions

How do you load data into Dynamics 365 Sales safely?

Load in dependency order; Agree which automation stays off; Keep the original dates; Reconcile per entity and owner. The agent runs the trial and the production load with the same saved tools.

Does superglue write to Dynamics 365 Sales without approval?

No. Before any write, the agent shows the target, the connection and a transformed sample, and waits for your approval.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Dynamics 365 Sales?

Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.