Migrate From

Microsoft Dynamics to Smart Advocate

What data migrates?

Universal Migrator transfers all the following data and more.

Firm Data

Users

Contacts

	Contacts
	Contact Addresses: Email Addresses
	Contact Addresses: Postal Addresses
	Contact Addresses: Phone Numbers
	Contact Addresses: Websites
	Contact Notes

Email / Chat / SMS

Tasks & To-Dos

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

Custom Fields

Documents

	Documents
	Document Versions: Current Version

Calendar & Events

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

Need More?

More Available on Request