Data migration

Comprehensive data engineering solutions tailored for Microsoft Dynamics 365 and enterprise systems

DATA MIGRATION

What we deliver

Mapping, transforming, and moving data with accuracy.

End-to-end ETL pipelines for data migration

Develop robust ETL pipelines to extract, transform, and load data from legacy systems into D365

  • Support complex data sources: On-premise databases (SQL Server, Oracle, DB2)
  • Handle Excel/CSV templates and flat-file systems
  • Integrate legacy ERPs (Navision, AX, SAP, QuickBooks, custom apps)
  • Automated extraction with error handling and retry logic

Data mapping & transformation to D365 schema

Analyze and interpret both source data structures and target D365 F&O tables

  • Master data: vendors, customers, items, GL accounts, projects
  • Transactional data: invoices, purchase orders, journals, sales orders, inventory movements
  • Historical data: open balances, posted transactions, past orders
  • Cleanse and standardize data to fit D365 validation rules and constraints

Staging, validation, and full-scale migration

Load data to D365 using Data Management Framework (DMF) and configuration packages

  • Conduct pilot/test loads with functional users for validation
  • Execute full-scale production migration in phases or big-bang approach
  • Validate against business rules and cross-check with legacy reports
  • Support cutover rehearsals with rollback capabilities

Automation, reusability & documentation

Build reusable frameworks that support multiple mock migrations

  • Automate using ADF, SQL stored procedures, SSIS, or Fabric pipelines
  • Parameterization and comprehensive error logging
  • Complete documentation: mappings, validation checklists, load logs
  • Audit trails and rollback strategies
How we work

Phases of a data migration project

From concept to launch, follow a structured approach ensuring quality, efficiency, and client satisfaction.

01.

Assessment & planning

A successful migration starts with a clear plan. We assess existing systems, identify potential risks, and build a roadmap.

  • Legacy system analysis
  • Migration strategy & roadmap
  • Risk & compliance review

02.

Data preparation & transformation

Data quality is the foundation of accurate reporting. We clean, map, and structure your data to ensure consistency and readiness for the new environment.

  • Extraction, cleansing, and enrichment
  • Mapping and transformation to target systems
  • Handling of master, transactional, and historical data

03.

Execution & validation

Our team manages the secure transfer of data using proven methods that balance speed with accuracy. Every step is validated to ensure completeness and reliability.

  • Secure data transfer
  • Incremental and full load approaches
  • Reconciliation, testing, and user sign-off

04.

Cutover & go-live support

We minimize disruption by supporting your business through cutover, issue resolution, and immediate post-go-live care.

  • Parallel runs and validation
  • Issue resolution during cutover
  • Hypercare support after go-live
Our approach vs. traditional migration methods

What makes us different

Our consulting offering is centered on technical data engineering—we specialize in translating complex, multi-source datasets into clean, governed, and consumable formats aligned with D365 F&O, Microsoft Fabric, or custom enterprise platforms. We help clients and partners align their data architecture and migration approach with best practices and regulatory expectations.

Aspect Traditional Migration Our Approach Business Benefit
Migration Approach Manual file uploads Automated, script-driven pipelines 99.97% data accuracy with full audit trails
Project Focus Focus on forms & functions Focus on data lineage, integrity, and traceability Complete transparency from source to target
Audit Support Minimal audit support Full documentation & audit-ready logs Compliance-ready with complete governance
Migration Framework One-time migration Framework built for multiple mock runs and incremental loads Repeatable process with risk mitigation

Typical migration phases

Structured approach refined through successful migrations

01

Discovery & profiling

Duration: 1-2 weeks

Understand legacy structures, data volume, quality, and critical business objects

Key activities

  • Source system data profiling and quality assessment
  • Business process mapping and impact analysis
  • Technical architecture review and gap analysis
  • Risk assessment and mitigation planning

02

Mapping & cleansing

Duration: 2-3 weeks

Define field-level mapping, create cleansing rules, and transformation logic

Key activities

  • Data mapping and transformation logic design
  • ETL pipeline architecture and tool selection
  • Data validation and reconciliation framework
  • Performance optimization strategy

03

Pilot load & validation

Duration: 2-3 weeks

Execute limited-scope load into sandbox for validation by functional users

Key activities

  • ETL pipeline development and unit testing
  • Data transformation and cleansing implementation
  • Integration testing with target D365 environment
  • User acceptance testing coordination
  • Data quality validation and monitoring

04

Cutover support

Duration: 1-2 weeks

Complete migration with reconciliation and audit support

Key activities

  • Production data migration execution
  • Real-time monitoring and issue resolution
  • Data validation and reconciliation verification
  • Post-migration support and optimization

Technology stack & tools

Enterprise-grade tools for secure, scalable migrations

ETL/Integration
  • Azure Data Factory
  • SSIS (SQL Server Integration Services)
  • Python Scripts
  • SQL Stored Procedures
  • Fabric Pipelines
Target systems
  • D365 F&O (Data Management Framework)
  • Configuration Packages
  • OData/REST APIs
  • Batch Processing Framework
Source systems
  • Legacy ERPs (NAV, AX, SAP)
  • Excel/CSV Templates
  • SQL Server, Oracle, DB2
  • Flat Files and Custom Systems
Governance
  • Load Logs and Monitoring
  • Audit Trails
  • Automated Validation Reports
  • Data Lineage Tracking

Ideal for

Best uses for our data migration services

D365 implementation partners

Organizations working with a D365 implementation partner who need specialized ETL support for data migration.

Complex legacy migrations

Clients migrating from legacy ERPs with complex data histories or multiple systems requiring consolidation.

Audit-compliant projects

Implementation projects that require audit-compliant, repeatable migration processes with full documentation.

We focus purely on data—our job is to ensure that when your ERP is ready, the right data is there, clean, complete, and trusted.

Ready to migrate
to D365?

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