Role in migrations
- Staff (HD): supported as both (source and target).
- Company (HD): supported as both (source and target).
- Contact (HD): supported as both (source and target).
- Ticket (HD): supported as both (source and target).
- Category (KB): supported as both (source and target).
- Folder (KB): supported as both (source and target).
- Article (KB): supported as both (source and target).
Field-level support migrating FROM Dynamics 365 (Ticket)
| Field | Supported |
| Requester | Yes |
| Company | Yes |
| Assignee | Yes |
| Group | No such field in platform |
| Attachments | Yes |
| Comments | Yes |
| Tags | No |
| Custom fields | Yes |
| CC | No |
| First Response Time | No |
| Created date | Yes |
| Updated date | Yes |
| Closed date | Yes |
Field-level support migrating TO Dynamics 365 (Ticket)
| Field | Supported |
| Requester | Yes |
| Company | Yes |
| Assignee | Yes |
| Group | No such field in platform |
| Attachments | Yes |
| Comments | Yes |
| Comment Created date | Yes |
| Comment Author | Yes |
| Tags | No |
| Custom fields | Yes |
| CC | No |
| First Response Time | No |
| Created date | Yes |
| Updated date | Yes |
| Closed date | Yes |
Field-level support migrating FROM Dynamics 365 (Company)
| Field | Supported |
| Domains | No |
| Tags | No |
| Custom fields | Yes |
| Notes | No |
Field-level support migrating TO Dynamics 365 (Company)
| Field | Supported |
| Domains | No |
| Tags | No |
| Custom fields | Yes |
| Notes | No |
Field-level support migrating FROM Dynamics 365 (Contact)
| Field | Supported |
| Tags | No |
| Custom fields | Yes |
| Phone | Yes |
| Notes | No |
Field-level support migrating TO Dynamics 365 (Contact)
| Field | Supported |
| Tags | No |
| Custom fields | Yes |
| Phone | Yes |
| Notes | No |
Field-level support migrating FROM Dynamics 365 (Article)
| Field | Supported |
| Inline images | Yes |
| Attachments | Yes |
| Tags | No |
| Support multilevel Folder structure | No |
Field-level support migrating TO Dynamics 365 (Article)
| Field | Supported |
| Inline images | Yes |
| Attachments | No |
| Tags | No |
| Support multilevel Folder structure | No |
Migration options available for Dynamics 365
- Migrate the newest records first - applies to: source (Ticket)
- Select records for Demo - applies to: source (Ticket)
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