Data Migrations

Successful CRM implementations start with accurate and clean data. Whether you’re moving from legacy systems, spreadsheets, or other CRMs, our Data Migration services for Dynamics 365 CE and the Power Platform ensure your critical business data transitions smoothly, securely, and with full integrity. We handle complex mappings, entity relationships, and transformations, ensuring your customer data, activities, and histories are ready for go-live. Our team uses proven frameworks and Microsoft best practices to minimize risk and maximize confidence in your new system.

  • Analyze source data structure, quality, and readiness for migration to D365 CE.

  • Design a robust migration plan with entity mapping, transformation logic, and validation rules.

  • Execute, test, and refine data migration using Power Platform tools like Dataflows, KingswaySoft, or Azure Data Factory.

Source Data Analysis & Readiness

Know your data before making the move.
We assess and prep your source data to ensure it’s clean, complete, and migration-ready.

Migration Design & Mapping

Map your past to your future CRM.
We define entity mappings, relationships, and transformation logic tailored to D365 CE.

Execution, Testing & Optimization

Reliable tools. Zero surprises.
We run test loads, validate data, and ensure a seamless, error-free go-live experience.

Source Data Analysis & Readiness

Every migration begins with a deep dive into your existing data. We assess your source systems (e.g., Salesforce, legacy CRMs, Excel, SQL) to understand entity structures, data volumes, relationships, and cleanliness. This helps us identify gaps, duplicates, or mismatches that could cause issues during import. We work closely with your team to cleanse and prepare data, ensuring only high-quality, relevant records are brought into your D365 environment.

Migration Design & Mapping

We develop a tailored migration blueprint aligned to your D365 CE schema. This includes field mapping between source and target, transformation rules (e.g., status values, date formats), and handling of lookups and option sets. We account for both out-of-the-box and custom entities. Our process includes establishing migration staging environments, using Power Query/Dataflows or ETL tools like KingswaySoft for structured control and repeatability.

Execution, Testing & Optimization

Using tools like Data Import Wizard, Power Platform Dataflows, KingswaySoft, or Azure Data Factory, we execute the migration in iterative waves (mock loads and final cutover). We apply validation rules, run reconciliation reports, and involve business users for data sign-off. Post-migration, we perform integrity checks to ensure relational consistency, and optimize performance to ensure a clean go-live with confidence.

Driven by passion, committed to excellence, focused on results.

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