Definitive Guide to Microsoft Dynamics 365 Migration

Definitive Guide to Microsoft Dynamics 365 Migration

Before migrating to Dynamics 365, it is essential to understand that this software has multiple uses. Two firms in the same sector may choose the same Microsoft stack to handle similar issues. Despite this, the same two firms might have quite different migration experiences. Hence, they need distinct cloud migration services.

Dynamics 365 is a collection of modules that may be purchased as part of a package or individually. This allows you to tailor an ERP system to your organization's specific demands and operations.

In this guide to Dynamics 365 migration, we will share some best practices to help you prepare for the big move and everything that follows.

Assess Your Current ERP System

Failure to address business requirements and process flows early in the migration process might jeopardize the entire transfer. Begin by doing a thorough examination of your present solution. Your examination process must include all data sources, apps, integrations, procedures, and data flows. Next, consider how the present system affects the individuals who use it regularly.

Discover Everything Dynamics 365 Offers

Many new features revolve around the unification, visibility, and alignment of people, processes, and technology. Unfortunately, businesses frequently fail to articulate how processes may be improved and instead attempt to duplicate old procedures in the new system.

Consider how new features might help your company solve employee pain points or capitalize on growing possibilities.

Choose a Migration Path That Is Right for Your Company.

Understanding every aspect of the migration process is essential to maximizing Dynamics 365's potential, which also considers the notable variations across older solutions. For instance, Dynamics SL and Dynamics GP have a separate migration process because they operate differently from Dynamics NAV.

Prepare your Data Migration

Most Dynamics 365 data integration and migration procedures are concerned with preparing your data for a significant shift. Moving all data to the new platform can fail just in case something goes wrong. However, this causes additional issues in the long term and may derail the project entirely.

Data mapping helps you identify who owns and utilizes the data and which data is worth taking. It also allows you to see which origin fields correspond to which destination fields and get a sense of what legacy fields will look like after migration or whether they will be renamed.

Clean up the data before migration. You need to figure out what data you don't need to carry to the new system. Data cleansing is crucial during migration because properly cleaning and transitioning data into the new environment allows improved reporting.

Test and Validate

A migration might fail due to a lack of data validation, insufficient UAT testing, and a lack of user enthusiasm for learning the new system. To ensure that all procedures align with team objectives and the big-picture strategy, you must run them through various scenarios. Check plugins and third-party integrations for security and compatibility with the rest of the system.

Final Thoughts

As you can see, data migration is an enormous task with many moving parts. While not at an official stage in the migration process, involving a certified Microsoft partner early on is a brilliant idea, particularly if your present system impedes your organization's strategic goals.

Online24x7 is a certified Microsoft partner who will help you make an informed decision about how to approach the Dynamics 365 Cloud Migration process.

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