Loading...
Logo MS Dynamics Consulting

Dynamics 365 data migration services

Migrate your data into Microsoft Dynamics 365 and Dataverse with confidence — mapped, cleansed, transformed, validated and reconciled so you start on accurate, trustworthy information.

Discuss Your Data Migration Explore Data Migration
Dynamics 365 data migration
Dynamics 365 Data Migration

Trustworthy data, from day one

Data is the foundation of a successful Dynamics 365 solution. Poor data quality undermines adoption, reporting and automation — so migration deserves the same rigour as the rest of the programme.

Our data migration services combine profiling, cleansing, transformation and reconciliation to move your data accurately into Dataverse and Dynamics 365.

Profile Map Cleanse Transform Migrate Validate Reconcile

Dynamics 365 data migration services

A rigorous, repeatable approach from source assessment through to reconciliation.

Source Data Assessment

Profiling of source systems, data structures, volumes and quality to define scope and the right migration approach.

Data Mapping

Field-level and entity-level mapping from source systems into the Dataverse data model, including relationships and option sets.

Cleansing & Deduplication

Standardisation, deduplication and enrichment to improve data quality before it enters Dynamics 365.

Transformation

Transformation rules, format conversion, and business logic applied to shape source data for Dataverse.

Migration Execution

Reliable, performant migration using Dataverse APIs, dataflows, Azure Data Factory, Power Automate or custom utilities.

Historical & Document Data

Migration of historical records, activities, notes, attachments and documents, with advice on what to migrate, archive or retire.

Validation

Referential integrity checks, functional validation and user acceptance testing to confirm the data behaves correctly in Dynamics 365.

Reconciliation

Record count and key-value reconciliation against source to provide confidence and an audit trail before go-live.

Cutover Data Migration

Delta and final-load migration at cutover to keep data current up to go-live, with rollback readiness.

Why choose MS Dynamics Consulting for data migration?

Data-first rigour

Profiling, cleansing and reconciliation baked into every migration, not treated as an afterthought.

Dataverse expertise

Deep understanding of the Dataverse data model, relationships, keys and performance considerations.

Right tool for the job

Dataflows, Azure Data Factory, Power Automate and custom utilities chosen for reliability and scale.

Auditable results

Reconciliation and validation evidence so the business can sign off with confidence.

Business-aligned decisions

Clear guidance on what to migrate, archive or retire based on value and compliance.

Flexible engagement

Standalone data migration or as part of a wider implementation or migration programme.

Explore related Dynamics 365 services

Data migration works best alongside these complementary Dynamics 365 services.

Migration

Full platform migration from legacy CRM and on-premises Dynamics to Dynamics 365 and Dataverse.

Implementation

End-to-end Dynamics 365 implementation from discovery and design through to go-live and adoption.

Integration

Connect Dynamics 365 with ERP, finance, e-commerce and line-of-business systems using Azure and Power Platform.

Consulting

Strategy, solution architecture and planning before significant time and investment are committed.

Frequently asked questions

Data migration involves assessing source data, defining mappings and transformations, cleansing and deduplicating records, migrating into Dataverse and Dynamics 365, and validating and reconciling the results to confirm accuracy and completeness.

We migrate from Dynamics CRM, other CRM platforms such as Salesforce and HubSpot, ERP and finance systems, SQL databases, spreadsheets, CSV extracts and bespoke line-of-business applications.

We profile source data, cleanse and deduplicate records, apply transformation and standardisation rules, and run validation and reconciliation checks so the migrated data is accurate, complete and trustworthy.

Yes. We can migrate historical records, notes, activities, attachments and documents, and advise on what to migrate, archive or retire based on business value and compliance requirements.

Depending on volume and complexity we use tools and services such as the Dataverse APIs, dataflows, Azure Data Factory, Power Automate, SSIS-based tooling and custom migration utilities, choosing the right approach for reliability and performance.

We reconcile record counts and key values against the source, run functional and referential integrity checks, and support user acceptance testing so the business can confirm the data is correct before go-live.
Free Consultation Available

Ready to simplify your operations?

Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.

Book a Free Consultation Explore Our Services