monday.com packages · Microsoft Dynamics 365 → monday CRM
Dynamics 365 data moved to monday CRM, rebuilt and validated against the source.
Accounts, contacts, and opportunities moved cleanly.
- Price
- From $3,500
- Who it's for
- Teams leaving Microsoft Dynamics 365 that need their records in monday.com with structure and links intact.
What you get
What we build for you.
- Rebuilt structure with core objects + relationships preserved
- Statuses / owners / dates / notes carried over
- Field mapping + validation / reconciliation against source
- Attachments, history, transformation (Professional)
What moves across
- 01Accounts + contacts
- 02Opportunities + stages
- 03Notes, owners, dates
Pricing
The price is fixed.
~3–4 weeks
Essentials
$3,500
Core + multiple objects with relationships preserved, up to ~10,000 records/object (confirmed per source in scoping), validated against agreed reconciliation checks.
~5–7 weeks
Professional
$8,000
High volume + attachments + history + custom mapping + multi-object linking + full reconciliation.
One-time migration, not an ongoing sync; volumes above cap scoped; source data quality affects results.
Scope
What you need, and what is not included.
What you'll need
- Admin / export access to Microsoft Dynamics 365
- monday target on a suitable plan
- Agreed scope / field mapping
- Export access + API limits confirmed per source (some sources are export-restricted)
Not included
- Workflow / automation / dashboard rebuilds (Onboarding)
- Ongoing sync (Custom Integration)
- More than one source → target per engagement
- Attachments / history on Essentials (Professional only)
- We build it on your account and hand over a working system.
- A monday.com Platinum Partner, with automation and AI engineers on the same team as the monday.com builders.
- Every package ends with training and documentation, so your team runs it without us.
Questions
Frequently asked questions.
Will anything be lost?
Every migration is validated and reconciled against the source using checks agreed in scoping. Results also depend on the quality of your source data.
Is this an ongoing sync?
No. It is a one-time migration. For a continuous sync, see the Custom Integration Build.
Next step
Book a scoping call.
Tell us about your monday.com account and what you need from Microsoft Dynamics 365 → monday CRM. You leave the call knowing whether it fits, what it would cover, and when we can start.
30 minutes. No commitment.