The hard part of this move is not the export. It is the difference in how the two systems think. Microsoft Dynamics 365 works in account and contact records; Wealthbox works in contact records. Get that mapping wrong and every report built on it afterwards is wrong too. This page covers the field map, what does not survive, what it costs, and the reconciliation step that decides whether anyone trusts Wealthbox in month two.
The two systems, side by side
| Microsoft Dynamics 365 | Wealthbox | |
|---|---|---|
| Primary record | Account and Contact | Contact |
| Grouping | Account hierarchy and connections | Household, as a first-class record |
| Activity history | Activities: tasks, appointments, emails and phone calls | Notes, tasks, events and email history on the contact |
| Documents | Notes, attachments, or SharePoint integration | Files on the contact or household |
| Getting data out | Dataverse export tooling and the Web API. | CSV export, a documented API, and a migration team that maps the source for you. |
| Who administers it | A named Dynamics administrator. | None. An operations associate can run it. |
| Pricing | Per-user platform licensing plus build. | $35 to $65 per user per month billed annually, or $59 to $99 monthly. |
What breaks
- Microsoft Dynamics 365 works in account and contact records and Wealthbox works in contact records. That is a re-modelling exercise, and it is the first decision, not a mapping detail.
- Grouping changes: Account hierarchy and connections becomes Household, as a first-class record. Somebody has to define what a group means in the target before load.
- Activity history moves with partial fidelity. Microsoft Dynamics 365 stores it as activities: tasks, appointments, emails and phone calls; Wealthbox expects notes, tasks, events and email history on the contact.
- Plugins and Power Automate flows carry logic that no Dataverse export represents.
- Automations, reports, dashboards and permissions never transfer. Budget them as build work.
- Every connected system has to be repointed and retested: the DMS, billing, e-signature and the shared inbox.
Known hazards on each side
Leaving Microsoft Dynamics 365:
- Option sets and lookups need translating rather than copying.
- SharePoint-linked documents are references, not files, so document migration is a separate project.
- Plugins and Power Automate flows hold logic no export represents.
Arriving in Wealthbox:
- Wealthbox documents that recurring-task future occurrences cannot be imported from Redtail.
- Contact Type absorbs the source system's status field, and Deceased or Inactive values also flip the Wealthbox Status field.
- Servicing and Writing Advisor fields are mapped to Assigned To or a custom contact role, which is a decision someone has to make.
The field map
| Concept | In Microsoft Dynamics 365 | In Wealthbox | What to watch |
|---|---|---|---|
| Primary record | Account and Contact | Contact | Different shape. Decide the mapping before any data moves. |
| Grouping | Account hierarchy and connections | Household, as a first-class record | The target groups records differently, so grouping is created rather than copied. |
| Activity history | Activities: tasks, appointments, emails and phone calls | Notes, tasks, events and email history on the contact | Expect partial fidelity. Types, timestamps and authorship survive; structure often does not. |
| Documents | Notes, attachments, or SharePoint integration | Files on the contact or household | Usually a separate extract and load from the record data. |
| Owner and assignment | Assigned user or advisor fields | Assigned user or team fields | Map departed staff explicitly. Records assigned to nobody disappear from every view. |
| Custom fields | Firm-specific fields added over time | Created to match, or consciously dropped | The audit here is the work. Undocumented fields that reports depend on are the usual surprise. |
Cost and timeline
| Phase | Typical range |
|---|---|
| Data audit and cleanup | $3,000 to $25,000 |
| Migration execution | $5,000 to $50,000 |
| Target configuration | Two to six weeks |
| Ongoing administration | Absorbed by existing operations staff |
The upside of this direction is administrative. Microsoft Dynamics 365 assumes a named platform administrator and Wealthbox does not, so the ongoing cost drops as well as the license. The trade is expressiveness: any workflow encoded in the platform has to be rebuilt or given up.
The five phases
- Audit Microsoft Dynamics 365. Count records per object, find duplicates and orphans, and decide what does not come with you. Get that decision signed off before mapping.
- Map against real records. Use the table above as the starting point, then walk fifty live records field by field.
- Dry run into a Wealthbox sandbox. Load the full set, not a sample. Sample loads hide the failures that only appear at volume.
- Cut over on a quiet window. Freeze writes in Microsoft Dynamics 365, load, repoint every integration, unfreeze. Keep Microsoft Dynamics 365 read-only for at least a quarter.
- Reconcile. Compare Wealthbox to Microsoft Dynamics 365 record by record and field by field, and produce a variance report.
The full version of this plan, with the failure evidence behind it, is in the CRM migration playbook.
The compliance clause
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A household that lands without its history is a records gap, not a cosmetic issue. Keep the field map, the variance report and the mapping sign-offs with the records, because the decisions you made in phase two are part of the record too.
Where Caddi fits
Caddi does the mechanical half and then keeps doing it. Show it the task once and it reads Microsoft Dynamics 365, applies your field map, loads Wealthbox, and then compares both sides record by record and hands back a variance report you can act on. Because it runs over APIs across your stack, the same agent covers the parts a migration tool ignores: documents filed to the right contact with the right metadata, and the post-cutover hygiene that otherwise becomes someone's Monday.
Caddi automation for these systems: Wealthbox.
Related migrations
- Redtail CRM to Wealthbox
- Salesforce Financial Services Cloud to Wealthbox
- Salesforce to Wealthbox
- Wealthbox to Redtail CRM
- Wealthbox to Salesforce
- Wealthbox to Salesforce Financial Services Cloud
Migration without the manual pass
Move and reconcile Microsoft Dynamics 365 into Wealthbox
Caddi reads Microsoft Dynamics 365, applies your field map, loads Wealthbox, then compares both sides record by record and reports the variances.
Frequently asked questions
How do you migrate from Microsoft Dynamics 365 to Wealthbox?
Audit the Microsoft Dynamics 365 data first, then map fields against fifty real records rather than against the schema, dry run the full set into a Wealthbox sandbox, cut over on a quiet window with writes frozen, and reconcile record by record afterwards. Dataverse export tooling and the Web API. Wealthbox then needs the records loaded in dependency order, with documents as a separate pass.
What does not transfer from Microsoft Dynamics 365 to Wealthbox?
Microsoft Dynamics 365 works in account and contact records and Wealthbox works in contact records. That is a re-modelling exercise, and it is the first decision, not a mapping detail. Grouping changes: Account hierarchy and connections becomes Household, as a first-class record. Somebody has to define what a group means in the target before load. Activity history moves with partial fidelity. Microsoft Dynamics 365 stores it as activities: tasks, appointments, emails and phone calls; Wealthbox expects notes, tasks, events and email history on the contact.
How long does a Microsoft Dynamics 365 to Wealthbox migration take?
Six to twelve weeks is realistic for a clean mid-size move, and three to six months where Wealthbox is being implemented at the same time. Firms with years of history in Microsoft Dynamics 365 should budget several weeks of cleanup before any data moves.
Who administers Wealthbox afterwards?
None. An operations associate can run it. That is one of the reasons this move is lighter than a platform migration.
What are the compliance implications for advisory firms?
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A gap in client history is a finding, so keep the field map, the variance report and the sign-offs where an examiner can find them.