---
title: "Migrate from folk CRM to Microsoft Dynamics 365 Sales | ClonePartner"
description: "Seamless folk CRM to Microsoft Dynamics 365 Sales migration. Engineer-led, zero downtime, 100% data accuracy."
source: folk CRM
target: Microsoft Dynamics 365 Sales
canonical: "https://clonepartner.com/migrate/folk-crm-to-microsoft-dynamics-365-sales/"
---

# folk CRM → Microsoft Dynamics 365 Sales migration

Seamless folk CRM to Microsoft Dynamics 365 Sales migration — all records moved with accuracy and care.

## Entity mappings

- **People (Contacts)** (folk CRM) → **Contact** (Microsoft Dynamics 365 Sales)
- **Companies (Organizations)** (folk CRM) → **Account** (Microsoft Dynamics 365 Sales)
- **Deals (Pipeline Items)** (folk CRM) → **Opportunity** (Microsoft Dynamics 365 Sales)
- **Pipelines** (folk CRM) → **Opportunity + Business Process Flow (BPF)** (Microsoft Dynamics 365 Sales)
- **Pipeline Stages** (folk CRM) → **Business Process Flow Stages / Option Set on Opportunity** (Microsoft Dynamics 365 Sales)
- **Notes** (folk CRM) → **Note (Annotation)** (Microsoft Dynamics 365 Sales)
- **Tags** (folk CRM) → **Custom Entity or Multi-Select Option Set Field** (Microsoft Dynamics 365 Sales)
- **Interactions / Activity Log** (folk CRM) → **Activity (Task)** (Microsoft Dynamics 365 Sales)
- **Custom Fields** (folk CRM) → **Custom Columns (Fields) on corresponding Dynamics 365 entities** (Microsoft Dynamics 365 Sales)
- **Groups** (folk CRM) → **Custom Entity (e.g., 'folk_group') or Marketing Lists** (Microsoft Dynamics 365 Sales)
- **Group Memberships** (folk CRM) → **Custom Entity (e.g., 'cr_groupmembership') or Marketing Lists** (Microsoft Dynamics 365 Sales)
- **Enrichment Data** (folk CRM) → **Contact** (Microsoft Dynamics 365 Sales)
- **Contact Sources** (folk CRM) → **Lead** (Microsoft Dynamics 365 Sales)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your folk CRM → Microsoft Dynamics 365 Sales migration.