Data Migration
We help you move data into Microsoft Dynamics 365, from deciding what to keep and cleaning it up to testing the result and planning the final move.
Replacing a CRM or bringing data together?
We start with where your data lives, who uses it and what your teams need in the new system.
Your data migration
What’s included
Decide what belongs in the new CRM, check that it works and agree who is responsible at each step.
Source → decision → target
01 / Move with purpose
Work with your data owners to decide which records and history your teams need.
Run → reconcile → approve
02 / Prove the result
Map information to the new CRM, agree cleanup responsibilities and test the results with your team.
Cutover plan + sign-off
03 / Control the cutover
Agree when the move happens, how it is checked and what to do if the plan needs to change.
We agree what will move, how it will be checked and who accepts the result. Your responsible teams confirm the security, privacy and retention requirements.
How we work
Review sources and data quality, then agree the scope, owners and what to archive or leave behind.
Map records to the new CRM, agree cleanup rules and build repeatable migration steps.
Run trial migrations, measure timing and check records and relationships with business owners.
Follow the agreed plan, check the production data, record acceptance and transfer ongoing ownership.
What you take away
We agree the deliverables with you so your team can follow the decisions, review the results and take ownership after the move.
Agreed data scope, source inventory and owners
Quality findings, field mappings and cleanup responsibilities
Trial migration results, exceptions and validation evidence
An agreed final migration and contingency plan
Production sign-off and ongoing data ownership
FAQs
A few practical answers before we talk about your project.
Sources can include earlier Dynamics versions, Salesforce, other CRM systems, databases and spreadsheets. We assess access, structure and quality before confirming the approach. Attachments, activities and relationships may also be included after checking their formats, volumes, dependencies and support in the new CRM. Agreed items are included in migration checks and business validation.
Not automatically. We work with your business and data owners to decide which history supports daily work, reporting and service, and what to archive or leave behind. Your responsible teams confirm any retention requirements.
Nemely can assess quality, define cleanup rules and automate suitable changes. Your data owners confirm correct values and accept the result. We agree responsibilities and acceptance criteria, then check record and relationship counts, exceptions and samples, with business users validating the data in real processes before the final move.
That depends on the source systems, data volumes, system limits and how much information changes during the move. Trial migrations help us estimate the time needed. We agree any period when updates must stop, the final migration window and contingency options with you.
We plan access, transfer protection and the environments used for the migration with your responsible teams. They confirm the security, privacy and retention requirements, and who owns each decision.
The number of sources, data quality and volumes, mapping complexity, attachments, access limits and time needed from your data owners all affect the work. We review these with you before agreeing the scope, rehearsals and delivery plan.
Start a conversation
Tell us where your data lives, what you need to keep and when you are planning to move.
Discuss your data migration
Ideas to take with you
