Dynamics 365 to Odoo Migration Guide — Reduce Costs Without Losing Capability [2026]
Microsoft Dynamics 365 is a capable ERP, but its per-user licensing model, mandatory Azure infrastructure, and complex customization framework drive total cost of ownership far above what most mid-market businesses need to pay. Odoo delivers comparable functionality in finance, supply chain, manufacturing, and CRM at 40-70% lower TCO. The migration also frees your team from the Microsoft ecosystem lock-in, giving you database portability with PostgreSQL and hosting flexibility across any cloud or on-premise infrastructure. Organizations also benefit from faster release cycles and a more intuitive customization model.
What Gets Migrated
Chart of accounts, financial dimensions, and GL balances
Customer and vendor master with agreements and terms
Product catalog with variants, BOMs, and costing data
CRM pipeline including leads, opportunities, and activities
Open sales orders, purchase orders, and production orders
Inventory on-hand quantities and warehouse configurations
Employee records and organizational hierarchy
Historical transactions for the current and prior fiscal year
Step-by-Step Migration Process
Dynamics 365 Module Audit
Inventory all Dynamics 365 modules in use — Finance, Supply Chain, Manufacturing, Sales, Customer Service, Human Resources. Document custom entities, Power Automate flows, Power BI reports, and Dataverse extensions that must be replicated or replaced.
Data Export from Dataverse and Azure SQL
Extract data using Dynamics 365 Data Management Framework or direct Dataverse API queries. Export all entities including custom fields, option sets, and relationship mappings. Preserve system-generated fields like record IDs for cross-reference during migration.
Workflow and Automation Mapping
Document every Power Automate flow, business rule, and plugin. Map each to an Odoo equivalent — server actions, automated actions, scheduled actions, or custom Python code. Prioritize workflows by business criticality for phased implementation.
Odoo Configuration and Custom Development
Configure Odoo modules to match your Dynamics business processes. Replicate financial dimensions as Odoo analytic accounts, convert Dynamics workflows to Odoo automated actions, and develop custom modules for any functionality gaps identified in the audit.
Data Transformation and Import
Transform Dynamics data structures to Odoo formats. Convert Dynamics item numbers to Odoo product templates, map financial dimension combinations to analytic tags, and translate CRM pipeline stages to Odoo sales stages. Import in dependency order — master data before transactions.
Integration Reconnection
Redirect integrations from Dynamics APIs to Odoo REST endpoints. Replace Power Platform connectors with Odoo webhooks or direct API calls. Reconnect e-commerce, EDI, shipping, and payment gateway integrations to the Odoo backend.
User Acceptance Testing and Report Validation
Execute comprehensive test scenarios across all business processes. Compare Odoo financial reports, inventory valuations, and CRM metrics against Dynamics baselines. Validate that all automated workflows trigger correctly and produce expected outcomes.
Cutover, Training, and Hypercare
Execute the migration cutover during a planned maintenance window. Provide intensive training focused on Dynamics-to-Odoo navigation differences. Maintain a dedicated support team for 3-4 weeks of hypercare to address issues quickly.
Data Categories
Risks & Mitigation
Complex Power Automate flows with no direct Odoo equivalent
Mitigation: Map all flows to Odoo automated actions, server actions, or custom Python scripts during the planning phase. Build and test replacements in a staging environment before cutover.
Financial dimensions data complexity during mapping
Mitigation: Convert Dynamics financial dimensions to Odoo analytic accounts and tags. Run parallel financial reports for two periods to ensure dimensional reporting accuracy is maintained.
Dynamics Dataverse custom entities with deep relationship chains
Mitigation: Analyze entity relationships during the audit phase. Design equivalent Odoo models with computed fields and relational links that preserve the data integrity of the original structure.
Microsoft 365 integration dependencies (Teams, Outlook, SharePoint)
Mitigation: Odoo integrates with Microsoft 365 via IMAP/SMTP for email and API connectors for calendar. For document management, configure Odoo Documents module as a SharePoint alternative or maintain SharePoint alongside Odoo.
Frequently Asked Questions
How much can we save by switching from Dynamics 365 to Odoo?
Most organizations save 40-70% on total ERP costs. Dynamics 365 per-user licenses range from $70-210/user/month, while Odoo Enterprise is significantly less per user. You also save on Azure hosting, Power Platform licensing, and Microsoft consultant rates.
Can Odoo match the Power BI reporting we use with Dynamics?
Odoo includes built-in reporting and dashboards. For advanced analytics, Odoo data can be connected to Power BI, Metabase, or any BI tool via PostgreSQL direct access or API. Many organizations find Odoo native reporting sufficient for their needs.
What about our Dynamics CRM data and sales pipeline?
CRM data migrates cleanly — leads, opportunities, activities, and pipeline stages all have direct Odoo equivalents. Historical win/loss data and communication logs are preserved so your sales team retains full customer context.
Will we lose our Power Automate workflows?
Power Automate flows are mapped to Odoo automated actions, server actions, or scheduled jobs. Most common automation patterns — approval workflows, email notifications, field updates — have native Odoo equivalents that require no coding.
Ready to Migrate?
ECOSIRE handles the entire migration — from planning and data mapping to testing and go-live support. Zero data loss guaranteed.