Dynamics Data Migration & Cleanup

Managed Dynamics data migration and cleanup for reliable business application transitions

We support organisations with Dynamics 365 and Dataverse data migration and cleanup, helping them define mapping, perform transformation and deliver validated data with a controlled cutover.
Our service prepares source data, applies migration rules, enforces validations and supports rollback planning so your Dynamics data transition is efficient, accurate and aligned to project timelines.

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Service Overview

Highlights

  • Source to target data mapping and transformation
  • Data quality assessment and cleansing
  • Staging validation and test cutover
  • Rollback and integrity checks

Business Benefits

  • Improved data accuracy in Dynamics 365 environments
  • Reduced post-migration errors through pre-cutover validation
  • Clear mapping between legacy and target entities
  • Support for project governance and go-live readiness

Typical use cases

  • Migrating customer and account data from legacy systems
  • Preparing master and transactional data for Dynamics 365
  • Cleaning duplicate or inconsistent records before import
  • Supporting cutover readiness during large transformations

Objectives & deliverables

What Success Looks Like

  • Define data scope and any cleanup requirements
  • Map source datasets to Dynamics/Dataverse entities
  • Transform and stage data in a safe environment
  • Conduct validation tests and support go-live

What You Get

  • Data mapping and transformation artifacts
  • Clean and staged data sets ready for import
  • Migration validation reports
  • Cutover readiness and rollback plan

How It Works

  1. Assess source data quality and structure
  2. Define mapping and transformation rules
  3. Execute migration into staging and validate results
  4. Support production cutover and post-go-live checks

Engagement Options

  • Migration Planning Workshop - define scope and mapping
  • Bare Migration - import with standard cleanup
  • Advanced Cleanup - deep data quality remediation
  • Validation and Cutover Support

Additional Information

Prerequisites & licensing

Before using this service, ensure your source system data is accessible and clearly scoped for Dynamics 365 migration.
  • Access to source system data
  • Clear entity mapping and business rules
  • Staging environment for testing
  • Stakeholder availability for validation

Security & Compliance Notes

  • Sensitive customer and business data must be handled in accordance with your governance policies
  • All transfer and staging processes should respect encryption and access controls

Common Bundles

Customers who use this service often bundle with these services

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Frequently Asked Questions

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