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Dynamics 365 migration services

Move from legacy CRM, on-premises Dynamics or bespoke systems to Microsoft Dynamics 365 and Dataverse — with your data, processes and integrations intact and a controlled, low-risk cutover.

Dynamics 365 migration
Dynamics 365 Migration

A structured, low-risk migration approach

Migrating to Dynamics 365 is more than moving data. It is an opportunity to retire technical debt, improve data quality, modernise integrations and set your platform up for future growth.

Our migration services combine careful assessment, well-planned data and configuration migration, and thorough validation to protect business continuity throughout.

Assess Plan Map Migrate Validate Cutover Hypercare

Dynamics 365 migration services

From source-system assessment through to cutover and post-migration support.

Migration Assessment

Review of your current system, data, customisations, integrations and processes to define scope, risks, approach and what to migrate, archive or retire.

Migration Planning

Migration strategy, sequencing, environment strategy, cutover planning and rollback planning — aligned to your business calendar and risk appetite.

Data Migration

Data mapping, transformation, cleansing, deduplication, migration, validation and reconciliation into Dataverse and Dynamics 365.

Configuration Migration

Migration of forms, views, processes, security roles and solution components — modernised onto Dataverse and model-driven apps where appropriate.

Integration Re-platforming

Rebuilding and modernising integrations using Dataverse APIs, Power Automate, Azure Functions, Logic Apps and Service Bus for reliability and scale.

On-Premises to Online

Upgrading and migrating on-premises Dynamics CRM to Dynamics 365 online, including version upgrades and unsupported customisation modernisation.

Testing & Validation

Data validation, reconciliation, functional and integration testing and user acceptance testing to confirm accuracy before go-live.

Cutover & Go-Live

Cutover execution, delta migration, production validation, go-live support and rollback readiness to protect business continuity.

Post-Migration Support

Hypercare, issue resolution, user training and knowledge transfer so your team is confident on the new platform from day one.

Why migrate with MS Dynamics Consulting?

Continuity-first delivery

Careful cutover and rollback planning to protect operations throughout the migration.

Data quality focus

Cleansing, deduplication, validation and reconciliation so you start with trustworthy data.

Technical migration capability

Data, configuration, customisations and integrations re-platformed onto modern Azure and Power Platform services.

Modernisation opportunity

Retire technical debt and unsupported customisations while migrating, not after.

Dynamics 365 expertise

A dedicated focus on Dynamics 365, Dataverse and the wider business applications ecosystem.

Flexible engagement

Full migration delivery or working alongside your team on specific migration workstreams.

Frequently asked questions

We migrate from on-premises Dynamics CRM, older Dynamics 365 versions, Salesforce, HubSpot, bespoke databases, spreadsheets and other line-of-business systems into Dynamics 365 and Dataverse — covering data, configuration, customisations and integrations.

We plan cutover carefully to minimise disruption. Depending on data volumes and complexity, migration can be staged or delta-based so users experience little or no downtime, with a clear rollback plan in place.

We assess source data, define mappings and transformations, deduplicate and cleanse records, and validate and reconcile the migrated data so you start on Dynamics 365 with trustworthy information.

Yes. We review existing customisations and integrations, re-platform them onto Dataverse, Power Platform and Azure where appropriate, and modernise anything that is unsupported or outdated.

A migration focuses on moving your existing data, configuration and processes to Dynamics 365 with continuity, whereas an implementation builds a solution from requirements. Many projects combine both — migrating core data while redesigning selected processes.

Yes. We handle on-premises Dynamics CRM to Dynamics 365 online migrations, including version upgrades, solution migration, data migration, integration re-platforming and post-migration validation.
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