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Migrate from Microsoft Dynamics

Universal Migrator makes leaving Microsoft Dynamics easy.

What migrates from Microsoft Dynamics?

Universal Migrator transfers all the following data and more.

Firm Data

User Categories
User Categories <=> Participating User Relationships


Document Versions: Current Version

Calendar Data

Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Participating Email Addresses
Calendar Entries <=> Participating User Relationships

Other Data

More Available on Request

Contact Data

Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Addresses: Websites
Contact <=> Contact Relationships
Contact Notes


Communications <=> Document Relationships (Attachments)
Communications <=> Participating Contact Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Task Data

Task Entries
Task Entries <=> Assigned to User Relationships
Task Entries <=> Related Contact Relationships

Where can I migrate Microsoft Dynamics to?

Microsoft Dynamics
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What a Migration Specialist Should Know


Microsoft Dynamics

Microsoft Dynamics is a:

Browser-Based Application

This means that firm members can typically access Microsoft Dynamics from anywhere with an internet connection. When they need to use Microsoft Dynamics, they enter Microsoft Dynamics credentials into a Microsoft Dynamics website and are able to access all their data from there.

Universal Migrator extracts data from Microsoft Dynamics via:

Non-API Connections

Other Notes:

Microsoft Dynamics is a Field-Based Application

In Microsoft Dynamics, just about every field is a custom field. Because of this, firms coming from Microsoft Dynamics tend to have an excessive number of custom fields that need to be unified, pruned, or stantardized.

The following credentials are required:

Admin Microsoft Dynamics Credentials

The Migration Specialist will need an Administrator username and password into Microsoft Dynamics in order to extract your data.

The computer used to migrate from Microsoft Dynamics:

Can be located Anywhere

Because data is extracted from Microsoft Dynamics via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Microsoft Dynamics:

Migration Specialist

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

In order to migrate from Microsoft Dynamics:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Microsoft Dynamics to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.

Firms migrating from Microsoft Dynamics tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

To migrate from Microsoft Dynamics, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Microsoft Dynamics are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Zero Downtime.

Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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