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Pipedrive to Microsoft Dynamics 365 Migration Services
Move your pipeline, contacts and sales history into Dynamics 365 Sales with every relationship intact.
STW Services migrates Pipedrive organizations, people, leads, deals, products, activities, notes and files into Dynamics 365 Sales and Dataverse. We map your pipelines to a Dynamics sales process, clean and de-duplicate the data, run trial migrations and reconcile every table before your team switches over.
- Pune, India · since 2011
- Dynamics 365 Sales & Dataverse
- Remote delivery worldwide
Why businesses migrate from Pipedrive to Dynamics 365
Most companies move from Pipedrive to Dynamics 365 when sales needs to work inside the Microsoft tools they already use, with stronger security, approvals, quoting and ERP integration than a pipeline-first CRM provides.
Pipedrive is a good tool for running a visual pipeline. As a business grows, the requirements usually change: several sales teams with different processes, quotes that must follow a price list, approvals, account hierarchies, customer service on the same records, and order hand-off to finance. Dynamics 365 Sales runs on Microsoft Dataverse, so the same customer data can support sales, service, Power Automate workflows, Power BI reporting and integrations with Business Central or another ERP. If you are still deciding on licences or scope, our Dynamics 365 consulting and implementation team can help first.
Microsoft 365 in context
Email, meetings and Teams conversations sit next to the account and opportunity.
Security & governance
Business units, security roles, teams and Entra ID sign-in with MFA.
Forecasting & reporting
Pipeline, forecasts and Power BI dashboards on live data.
ERP & process integration
Quotes, orders and customers connected to Business Central or your ERP.
What a Pipedrive to Dynamics 365 migration involves
A migration is more than an export and import. Each Pipedrive object needs a target table, field mapping, owner mapping and a rule for duplicates.
| Pipedrive | Dynamics 365 Sales / Dataverse | What we decide with you |
|---|---|---|
| Organizations | Accounts | Which fields to keep, parent and child accounts, address format |
| People | Contacts (linked to the parent account) | Primary contact, consent and marketing fields, duplicates |
| Leads (Leads Inbox) | Leads | Which leads are still active and which should be archived |
| Deals (open, won, lost) | Opportunities with status and close reason | Open deals only, or full won and lost history |
| Pipelines and stages | Sales stages and a business process flow | One process or several, stage-by-stage mapping table |
| Products and deal products | Products, price lists, opportunity products | Units, currencies and price list set-up before loading |
| Activities (calls, meetings, tasks, emails) | Phone calls, appointments, tasks, emails or notes | Activity-type mapping and which history to bring |
| Notes and files | Notes on the timeline, attachments or SharePoint | File volume and where documents should live |
| Users, visibility groups | Users, teams, business units, record owners | Owner mapping and what happens to leavers’ records |
| Custom fields | Custom columns and choice (option set) columns | Keep, merge or retire each custom field |
How people, organizations, leads and deals are migrated
People and organizations
Pipedrive organizations become accounts and people become contacts linked to their account, so every opportunity, email and activity rolls up correctly. We standardise names, addresses, phone numbers and countries on the way in.
Leads and deals
Leads that are still being qualified move to Dynamics 365 leads. Deals become opportunities with value, currency, expected close date, owner and status. Won and lost deals keep their outcome, and we close them only after all related records are loaded, because closed opportunities are read-only in Dynamics 365.
Load order
Accounts load first, then contacts and products, then opportunities, then activities, opportunity products and notes. Every record keeps its Pipedrive ID in a dedicated column, which makes lookups reliable, re-runs safe and reconciliation exact.
Mapping pipeline stages to a Dynamics 365 sales process
Pipedrive stages are flexible columns; Dynamics 365 Sales uses sales stages, a business process flow and probability. We build a stage mapping table for each pipeline, for example “Proposal made” to Propose, so opportunities land at the right step with the right probability.
This is also the moment to fix the process. Many teams use the migration to agree common stages, required fields per stage and approval steps for discounts or large deals, then automate them with Power Automate.
- One business process flow per sales motion, or a shared one
- Stage-based required fields and probabilities
- Approval and notification flows rebuilt in Power Automate
- Forecast categories set up for pipeline reporting
Activities, notes, ownership and custom fields
Activities and history
Calls, meetings and tasks are mapped by type to phone calls, appointments and tasks and set “regarding” the right opportunity, account or contact. Completed activities keep their dates. We agree how far back to go, because very old history is often better archived.
Notes and files
Notes appear on the record timeline. Files can become note attachments or move to SharePoint document libraries connected to Dynamics 365. Files stored in Google Drive are not part of Pipedrive’s standard export, so they need their own step.
Owners and users
Each Pipedrive user is matched to a Dynamics 365 user or team before loading, because ownership drives security. Records owned by people who have left are assigned to a team or manager you choose.
Custom fields
We review every custom field and how often it is used. Fields worth keeping become custom columns or choice columns; dropdown values are translated with a value-mapping table.
Original dates
Created dates can be preserved so reports and ageing stay meaningful. The audit trail of who changed what in Pipedrive does not transfer and stays in your Pipedrive export.
What usually stays behind
Pipedrive automations, web forms, email sync settings, Smart Docs templates and integrations do not migrate as data. We list them and rebuild the ones you need in Dynamics 365 and Power Automate.
Exact coverage depends on your data
What can be migrated depends on your Pipedrive plan and permissions, what the export and API return, your integrations and how the target Dynamics 365 environment is configured. We confirm coverage per object in the mapping document before any data moves.
Data cleansing and duplicate prevention
Migrations are the best chance to clean a CRM. Before loading, we profile the data in a staging database and agree rules with your sales operations team:
- Find duplicate organizations and people by name, domain, email and phone, then merge or exclude
- Standardise countries, phone formats, industries and lead sources
- Remove test records, empty records and long-dead leads
- Flag deals without an owner, value or organization for review
- Set Dynamics 365 duplicate detection rules so new duplicates are caught after go-live
API-based migration or file import?
| Approach | Best for |
|---|---|
| Pipedrive export (CSV / XLSX) + Dynamics 365 import | Small, simple datasets: one-off loads of accounts, contacts or leads. Simple, but activities, notes and files are exported separately and relationships need careful keys. |
| Pipedrive API → staging → Dataverse API | Most real migrations: full history, custom fields, files, repeatable trial runs, delta loads at cutover and an audit trail of every row. |
Pipedrive exports only what the exporting user can see, and its API applies rate limits, so we plan permissions and load windows up front.
Our Pipedrive to Dynamics 365 migration method
Discover
Workshops on your pipelines, data volumes, integrations and what must be available on day one.
Extract & stage
Pipedrive data is copied into a staging database. Your team keeps working in Pipedrive.
Map & cleanse
Mapping document, stage and value tables, owner mapping and de-duplication rules.
Trial migration
Full load into a test environment. Users check real accounts and deals.
Reconcile
Record counts, deal values and spot checks per table, signed off by you.
Cutover & hypercare
Short freeze, final delta load, go-live, then hands-on support and training.
Migration testing and reconciliation
We never treat “the import finished” as success. Every trial run produces a reconciliation report that compares Pipedrive with Dynamics 365:
- Record counts per object, open versus won versus lost
- Total pipeline value and value per stage and owner
- Random sample of accounts checked field by field with your users
- Every failed row logged with the reason, fixed and re-run
- Sign-off before the final cutover is scheduled
Training and post-migration support
Your sales team gets role-based training on the new process: working leads and opportunities, activities in Outlook and Teams, quotes and forecasts. Administrators learn how to manage users, duplicate rules and simple changes.
- Quick-reference guides for sales users
- Hypercare period with fast fixes after go-live
- Optional ongoing Dynamics 365 support and improvements
Planning a move off Pipedrive?
Tell us roughly how many deals, contacts and users you have. We will outline the approach, the questions to answer and a realistic plan.
A careful, documented path from Pipedrive to Dynamics 365
A Microsoft business applications team in Pune, India, delivering for clients worldwide since 2011.
Dynamics 365 & Dataverse delivery
Dynamics 365 Sales implementations, customisation, plug-ins and integrations
Migration discipline
Staging, mapping documents, trial runs and reconciliation, not one-shot imports
Joined-up Microsoft stack
Business Central, Power Automate, Power BI, SharePoint and Copilot Studio in one team
Honest scoping
We tell you what will move, what will be rebuilt and what should be archived
Pipedrive migration questions
Direct answers to what sales leaders and IT ask before they move.
Ask us a questionHow long does a Pipedrive to Dynamics 365 migration take?
Small, clean datasets with one pipeline can move in a few weeks including testing. Larger migrations with several pipelines, years of activity history, files and integrations take longer. We give you a timeline after a short discovery, once data volume and scope are known.
Can we migrate deal history, activities and notes?
Usually yes. Won and lost deals, completed activities and notes can be migrated and linked to the right accounts and opportunities. We agree how much history to bring; very old activity is sometimes better archived than migrated.
Will our Pipedrive custom fields come across?
Custom fields you still use become custom columns or choice columns in Dynamics 365. We review each one first, because many CRMs carry fields that are rarely filled in and do not need to move.
Do Pipedrive automations and integrations migrate?
No. Automations, web forms, email sync and third-party integrations are configuration, not data. We list them and rebuild the ones you need with Dynamics 365 features and Power Automate.
Can we keep using Pipedrive during the migration?
Yes. Your team keeps working in Pipedrive while we build and test. At cutover there is a short freeze and a final delta load of changes made since the last trial run.
Do we need Dynamics 365 Sales licences before migrating?
You need a Dynamics 365 environment and licences for the people who will use it. We can help you choose between Sales Professional and Sales Enterprise based on your requirements before the build starts.
Should we use Pipedrive’s export or the API?
Exports suit small, simple loads. For most companies we use the API into a staging database, because it captures custom fields, relationships and files and lets us repeat trial runs and the final delta load reliably.
Can Dynamics 365 Sales connect to Business Central after the migration?
Yes. Microsoft provides a standard integration between Dynamics 365 Sales and Business Central for customers, items and orders. See our Dynamics 365 Sales and Business Central integration service; we can plan it as part of the same project.
Not moving from Pipedrive?
Pipedrive to Dynamics 365
Specialist route for Pipedrive deals, people, organizations and activities.
CRM to Dynamics 365
Salesforce, Zoho CRM, HubSpot, SugarCRM, custom and legacy CRMs.
See this serviceOn-premises CRM to cloud
Dynamics CRM or Dynamics 365 on-premises to Dynamics 365 online.
See this serviceDiscuss your Pipedrive migration
Share your Pipedrive plan, number of users, pipelines and roughly how many deals and contacts you have. We will reply with practical next steps.
- A reply from a Dynamics 365 consultant
- Practical next steps and the questions to answer first
- No obligation
Discuss Your Migration Project
Tell us which CRM or version you run today, roughly how much data you have and what Dynamics 365 should do on day one. A Dynamics 365 consultant will reply with practical next steps.
- Describe your current CRM or Dynamics CRM version in the form
- Mention users, record volumes and key integrations
- Or email support@stw-services.com