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Migration Agent

Dynamics 365 Sales → Clarify

Add optional context, then the agent writes a detailed plan and coaches it step by step. The full plan stays on this page. Talk to a specialist or a matched services partner when the cutover is too heavy.

Product briefings are secondary. Dynamics 365 Sales · Clarify · Clarify vendor siteUse code AFTERSTACK20 for 20% off Clarify

Afterstack may earn a commission through /go links. That does not change a score or a rank. Disclosure.

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Talk to a specialist

Recommended services partners for Dynamics 365 Sales → Clarify, matched on category and product tags. Paid profiles never change this list. Partners never enter a software rank.

Migration specialist

Accenture

Custom pricing · unclaimed

Global systems integrator for SAP, Salesforce, and Dynamics cutovers that are programs, not a CSV. Escalation when the Migration Agent plan is enterprise-shaped.

Leaving Dynamics 365 Sales · CRM stack · CRM implementation focus

Migration · Crm Implementation · Ai Adoption

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Migration specialist

Avanade

Custom pricing · unclaimed

Microsoft-centric migration programs (Dynamics, 365, Copilot-adjacent). Listed for SharePoint/CRM gravity, not as a product page.

Leaving Dynamics 365 Sales · CRM stack · CRM implementation focus

Migration · Crm Implementation · Ai Adoption

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Migration specialist

Checkpoint GTM

project · unclaimed

Berlin HubSpot Platinum Partner for Salesforce, Close, Pipedrive and Attio → HubSpot migrations with a RevOps rebuild — Seed to Series B SaaS in DACH and Europe.

CRM stack · CRM implementation focus · Revops focus

Migration · Crm Implementation · Revops

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Migration specialist

Simplus

project · unclaimed

Salesforce-centric implementation partner for migrations that cannot be a weekend export. Not a scored CRM product.

CRM stack · CRM implementation focus · Revops focus

Migration · Crm Implementation · Revops

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Talk to a specialist

Get an introduction for Dynamics 365 Sales → Clarify

We match this to firms tagged for the stack. It is not a paid placement and it does not change a quiz rank.

Catalog plan outline

General guidance from the Afterstack catalog for Dynamics 365 Sales → Clarify. Not Dynamics 365 Sales or Clarify vendor documentation.

Migration friendliness
Dynamics 365 Sales 5/10 · Clarify 6/10
Speed to live
Dynamics 365 Sales 3/10 · Clarify 7/10
Catalog migration difficulty
Dynamics 365 Sales high · Clarify not set

Data to export from Dynamics 365 Sales

  • pipeline and deal records
  • custom objects
  • sequences and cadences
  • call and voice logs
  • synced email and calendar links
  • workflow rules
  • saved reports
  • campaign and automation records
  • installed marketplace apps
  • AI assistant configuration
  • records for the catalog use cases: pipeline, accounts, outbound

How the catalogs differ

  • Clarify is flagged for custom objects. Collapse unused fields before loading them.
  • Clarify is not flagged for: call and voice logs, campaign and automation records, installed marketplace apps.
  • Dynamics 365 Sales is flagged with an open API, which is the export path to test.
  • Clarify is flagged with an open API for the load.
  • Dynamics 365 Sales is cataloged as a fit for: Microsoft 365 campuses.
  • Clarify is cataloged as a fit for: Teams leaving Pipedrive.

Phases

  1. Export

    Take Dynamics 365 Sales as the source of truth for this pair. Export pipeline and deal records; custom objects; sequences and cadences; call and voice logs; synced email and calendar links; workflow rules; saved reports; campaign and automation records; installed marketplace apps; AI assistant configuration; records for the catalog use cases: pipeline, accounts, outbound. Microsoft’s enterprise CRM — Copilot on a platform that still feels like Dynamics.

  2. Map

    Load into Clarify only after the field map is written down. The AI CRM that fills the pipeline so reps do not have to. Clarify is flagged for custom objects. Collapse unused fields before loading them.

  3. Prove a sample

    Clarify scores 7/10 on speed to live and 6/10 on migration friendliness. Run one sample load and one report the team already uses in Dynamics 365 Sales before a full cutover.

  4. Cut over

    Dynamics 365 Sales scores 5/10 on migration friendliness and is marked high difficulty in the catalog. Keep Dynamics 365 Sales readable until the team is working in Clarify. Dynamics 365 Sales is the procurement-safe CRM when the rest of the stack is already Microsoft: Outlook, Teams, Dataverse, Azure. Copilot drafts and summarizes on top of a model that was not designed as an AI-native CRM. Teams leave when they wanted a quieter sales OS, not another 365 SKU.

Afterstack is not the vendor. This agent does not move data, does not authenticate to Dynamics 365 Sales or Clarify, and does not sell a rank. Methodology.