Microsoft Dynamics Data Migration

Move your business data into, out of or between Microsoft Dynamics platforms, accurately, securely and ready to use.

Microsoft Dynamics data migration, handled properly

Moving to Microsoft Dynamics 365 gives you a chance to improve how your organisation manages customer, financial and operational data. It can also expose years of inconsistent records, duplicated information and gaps between the way your old system stores data and the way Dynamics needs to use it.

We manage the data migration from initial review through to testing and final delivery. That includes identifying what needs to move, cleaning and preparing the source data, mapping it to the correct Dynamics entities and checking that the migrated records are complete and usable.

Whether you’re moving into Dynamics 365, replacing it with another platform, consolidating several systems or upgrading from an older Microsoft Dynamics product, we make sure your data is properly prepared for wherever it needs to go next.

Your new system can only work with the data you give it

A Dynamics migration isn’t simply a matter of importing one database into another. Customer records, accounts, products, transactions and activities may all need to be restructured before they’ll work correctly in Dynamics 365.

Relationships between records need to be preserved. Fields need to be mapped accurately. Dates, currencies, statuses and reference values may need to be transformed. If several systems are being combined, duplicate records and conflicting information also need to be resolved.

We deal with these issues before they reach your live Dynamics environment. Your implementation team gets properly structured migration data, while your users get a new system containing information they recognise and can work with.

How we manage your Dynamics migration

Discovery

We review your existing systems, data sources and Dynamics requirements to understand what needs to be migrated and how the data will be used.

Data quality review

We identify duplicate, incomplete, outdated and inconsistent records before they’re transferred into the new environment.

Mapping and transformation

We map the source data to the relevant Dynamics entities and fields, restructuring or standardising information where the two systems work differently.

Validation

The migrated data is checked for completeness and accuracy, with any issues documented and corrected ahead of the final move.

Test migration

We carry out a controlled test migration to check field mappings, record relationships, data volumes and transformation rules.

Final migration and support

We complete the agreed migration in line with the wider implementation plan and remain available to investigate any data issues identified during go-live.

Which type of Microsoft Dynamics migration do you need?

Microsoft Dynamics can be the destination, the source or one part of a wider system consolidation. The work required will depend on where your data is held now and how it needs to be structured in the new system.

Migration route	Common scenarios	What the migration may involve
Into Microsoft Dynamics 365	Moving from Salesforce, HubSpot, Sage, SAP, Oracle, NetSuite, spreadsheets or a bespoke legacy system	Cleaning source data, mapping it to Dynamics entities and fields, preserving record relationships and validating the imported data
Out of Microsoft Dynamics 365	Replacing Dynamics with another CRM or ERP, consolidating platforms or moving data into a central warehouse	Extracting standard and custom records, translating Dynamics structures into the target format and checking that important data and relationships are retained
Between Dynamics platforms	Moving from Dynamics AX, NAV, GP or an older Dynamics CRM implementation to a current Dynamics 365 application	Reviewing legacy and custom data structures, transforming records for the new application and deciding how much historical data should be carried forward
Consolidating multiple systems	Bringing Dynamics data together with information held in other CRMs, finance platforms, databases or departmental systems	Matching records across different sources, resolving duplicates and conflicts, standardising formats and creating one consistent migration dataset

Don't just take our word for it...

"We couldn't have asked for a more capable partner to execute our data migration from Raiser’s Edge to Salesforce Nonprofit Cloud, Salesforce's latest solution for nonprofit organizations. George and Chris initiated the process with a comprehensive sample analysis, laying a solid foundation for the migration. Upon receiving the backup file, Chris systematically mapped and categorized our data, aligning it with Salesforce objects and their relational structures. Migrate Data maintained a rigorous project management approach, scheduling regular weekly calls to provide status updates and remaining highly responsive throughout all phases of the migration. Their team demonstrated exceptional flexibility and accessibility, seamlessly managing work across multiple time zones. Understanding our tight project timeline, Migrate Data executed multiple test data loads, promptly incorporated our feedback, and delivered a final import. Post-migration they went above and beyond by offering secure storage for our backup file, ensuring continuity and peace of mind. Their meticulous planning and execution made the transition to Salesforce Nonprofit Cloud a success."

"We worked with Migrate Data over the last six months to migrate our data from two systems (RE and TQ) to a new CRM (Salesforce). This involved the migration of millions of donations, thousands of recurring donations and hundreds of thousands of contacts, including consent data. It was an extremely positive experience both from a data quality point of view and as a collaborative piece of work. On the first it was fairly complex, effectively two migrations given both existing systems were independent of each other. As ever with these projects, issues in the source data emerged but MD really helped, flagging issues and proactively suggesting solutions. On the second, just a pleasure to work with, always positive, engaged and responsive. We had weekly meetings with everyone in attendance, half an hour or less, which worked really well. There was clear ownership with one analyst specialising in each legacy system. They showed outstanding flexibility around timings, delays to Go Live, changes to decisions made and additional requests. Without hesitation I would recommend MD for both the quality of work and the experience of working together, proper partnership."

"Duchenne UK outgrew our old database a while ago so we decided to move to a new one that would better suit our needs. To cover the move of all out data between the databases we were recommended Migrate Data by our support provider. From day one, George was always on hand, always ready to help, to advise, to jump on Teams to discuss anything that came up. The first financial and time estimates were provided free of charge based on sample data we provided, and later on they were then specified further based on a full back up so MD knew what they will be dealing with, and we had accurate budgeting and timelines. Throughout the process we had regular catchups with George and during migration itself we had two weekly catch ups with the full team which was always reassuring and made the process very smooth. Once the migration was done, George was still on hand with any possible last moment touches. We really appreciated Migrate Data’s approach to our project, from the beginning to the end. They were reliable, kind and accommodating wherever they could. Should we have any similar projects in the future we would love to work with Migrate Data team again"

Helping teams unlock the power of their data

We’ve supported dozens of organisations to migrate, clean and improve the quality of their data – and make better decisions because of it.

Frequently asked questions about Microsoft Dynamics CRM Migrations.

What is Microsoft Dynamics data migration?

Microsoft Dynamics data migration is the process of transferring business information from an existing CRM, ERP, database or collection of files into Microsoft Dynamics 365.

The work usually involves extracting the source data, deciding what needs to be retained, correcting quality issues, mapping it to the Dynamics data structure and validating the results after import.

What systems can you migrate data from?

Data can be migrated from most established CRM and ERP platforms, legacy databases, bespoke systems, spreadsheets and cloud applications.

This may include older Microsoft Dynamics products as well as third-party platforms such as Salesforce, HubSpot, Sage, SAP, Oracle, NetSuite and other business systems. The method will depend on the source platform, available access and condition of the data.

Can you migrate data out of Microsoft Dynamics 365?

Yes. We can extract and prepare data from Microsoft Dynamics 365 for migration into another CRM, ERP, database or data warehouse.

This can include standard and custom records, activities, transaction history and relationships between different types of data. We’ll work with the requirements of the destination system to determine how the Dynamics data needs to be mapped, transformed and validated.

Can you migrate data from Salesforce to Microsoft Dynamics 365?

Yes. Salesforce accounts, contacts, leads, opportunities, activities and other CRM records can be migrated into Dynamics 365.

The two platforms organise and relate data differently, so the migration needs to account for field mappings, custom objects, record ownership, activity history and relationships between records.

Do we need to clean our data before moving to Dynamics 365?

Your data should be reviewed before it’s migrated, but you don’t need to complete that work alone.

We can identify duplicates, missing information, inconsistent formats and obsolete records as part of the migration process. These issues can then be corrected, standardised or excluded according to agreed rules.

Can you combine data from several systems?

Yes. We can bring together data from multiple CRMs, finance systems, databases, spreadsheets and other sources before it’s migrated into Dynamics 365.

Where the same customer, supplier or product appears in several systems, we’ll help establish how those records should be matched and consolidated.

How do you check that the migrated data is accurate?

We agree validation rules before the final migration and use test migrations to check how the data behaves in Dynamics 365.

Checks may include record counts, required-field completion, financial totals, relationships between records and samples reviewed by the people who use the data. Any discrepancies can then be investigated before go-live.

Can you work with our Dynamics 365 implementation partner?

Yes. We regularly work alongside internal project teams, software vendors and implementation partners.

We focus on preparing, mapping, migrating and validating the data, while the Dynamics partner manages the wider platform configuration and implementation. Responsibilities and required formats are agreed at the beginning so there’s no confusion later.

Planning a Microsoft data migration?

We’ll help you move with clarity, confidence and zero disruption.

Why choose us for your Microsoft Dynamics Migration?

We’re technology agnostic, with hands-on experience across platforms like Salesforce, Microsoft Dynamics, and more-so we work seamlessly within your existing setup.

Our proven processes are designed to deliver both speed and accuracy, ensuring reliable results without delays. Whether your project is large or small, we’re flexible and ready to meet your timelines with minimal disruption.