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Home/Dynamics 365/Dynamics 365 Migration
Dynamics 365

Moving Onto Dynamics 365 Isn't a File Upload. It's a Data Project.

Businesses move onto Dynamics 365 from Microsoft's own legacy products, Dynamics GP, Navision (NAV), or an older on-premise AX install, and from competing CRMs. Microsoft provides migration tooling for the most common paths, but it's built for standard setups. The moment your chart of accounts, custom fields, or workflows don't match the default, it stops being a tool you run and starts being a project someone has to manage.

Where a standard migration tool runs out of road

Microsoft's migration paths (GP to Business Central, NAV to Business Central, AX to Dynamics 365 Finance & Operations) handle the core data model well: standard chart of accounts, standard entities, standard relationships. Years of customization on top of any of those systems, custom fields, non-standard workflows, add-ons from a reseller, usually aren't covered by the standard tooling at all.

The same gap shows up migrating in from a different CRM, like Salesforce, into Dynamics 365's sales module: contact and deal history map conceptually but rarely field-for-field, and custom fields built up over years of using the old system don't have an obvious home in Dynamics 365's defaults.

What We Build for a Dynamics 365 Migration

01

A mapped, verified migration for your actual data

We map your source system's custom fields and non-standard structures to Dynamics 365's model before anything moves, and verify the result matches instead of hoping a standard import tool caught everything.

02

Running the old system and Dynamics 365 in parallel during the cutover

For a phased move, we can keep both systems in sync during the transition window so nothing gets double-entered or lost while the cutover is in progress.

03

Migration stalled because the standard tooling doesn't fit your setup?

Tell us what you're migrating from and what's customized, and we'll scope what the real migration looks like.

Let's talk

Moving onto Dynamics 365 and the standard migration path doesn't cover your setup?

Tell us what system you're migrating from and what's been customized. We'll map out what actually needs a custom migration versus what the standard tooling can handle.

Let's talk →

Questions people ask

Does Microsoft provide a tool to migrate to Dynamics 365?

Yes, for the standard paths, GP, NAV, and AX to their respective Dynamics 365 modules. It covers the core data model well; custom fields and non-standard workflows usually need handling outside the standard tool.

Can I migrate from Salesforce or another CRM to Dynamics 365?

Yes, though it's a mapped migration project rather than a one-click import, since contact, deal, and custom-field structures rarely line up exactly between two different CRMs.

What's the biggest risk in a Dynamics 365 migration?

Silent data loss, custom fields or non-standard records that don't have an obvious home in the new system's default structure, and get dropped or mismapped without anyone noticing until months later.

Can we run the old system and Dynamics 365 at the same time during the switch?

Yes, we can build a sync to keep both in step during a phased cutover, which reduces the risk of the all-at-once migration going wrong.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.