Move Business Data into Dynamics 365 with Control and Validation
Dynamics 365 migration services covering source assessment, mapping, cleansing, transformation, testing, cutover and validation.
Move Business Data into Dynamics 365 with Control and Validation
CRM migration is not simply importing records.
Relationships, historical information, ownership, activities, custom fields and data quality must be considered before production migration.
Controlled Methodology
The 8-Step Controlled Migration Framework
01
Source Assessment
Deep inspection of existing schemas, data hygiene, and orphaned records.
02
Data Mapping
Map source fields, option sets, and parent-child hierarchies to Dynamics 365.
03
Cleansing
Automate deduplication, correct invalid formats, and isolate incomplete records.
04
Transformation
Format and normalize payloads for seamless Dataverse ingestion.
05
Test Migration
Execute end-to-end rehearsal migrations in isolated sandbox environments.
06
Relationship Validation
Verify accounts, contacts, open opportunities, and timeline activities stay connected.
07
Production Cutover
Execute the approved delta and final migration during scheduled maintenance.
08
Reconciliation
Produce entity count sign-off reports and historical ledger verification.
Migration Experience Across Source Platforms
Salesforce
ACT!
Bullhorn
SQL Server Databases
Excel & Spreadsheets
Legacy CRM Systems
Custom Business Sources
Related Microsoft Services • Blueprint Section 40