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Data Migration Solution

The success of Microsoft Dynamics 365 Finance & Supply Chain implementation partly depends on the data migration from the legacy ERP system. Data migration mistakes can cost your organization unforeseen delays, and major losses in revenue. Whether you are migrating from on-prem systems to the cloud, from multiple ERP systems, or have customized tables in your older ERP system, our solution can help you move, check for duplicates, and validate your data. Post the data migration, our solution can help you enrich new and imported data within D365 F&SCM. Our data migration functionality is part of our Data Integration and Security Solution. 

In comparison to development, which needs more time, resources, and investment, our no-code solution, can help you get this right the first time. Whatever your scenario, our larger Data Integration & Security Solution can help manage multiple processes within Dynamics 365. Our no-code solution helps ease data migrations, integrations, security role assignment, auditing, and EDI messaging.  

Key Challenges

Dependence on developers
For a Dynamics 365 data migration, you need to map data with Microsoft’s existing data entities. If there is no match, you need to hire developers. Our solution helps you map any field, or any table without any need for coding.
Data validation

Historic data from older ERP systems could have errors. Additionally, if you are importing from multiple systems, you could have duplicates. We have a staging area that offers a means to validate data before moving it into production. 

Moving transactional data
Moving transactional data during a Dynamics 365 data migration is very challenging. This can take time and resources. Our solution can help you move your crucial financial data that is important for day-to-day business and reporting. 

Key Features

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    Easy data mapping

    Built within the D365 source code, the solution can use the same methods/classes during import and you can use any table/any field (even customized fields). Additionally, you have the option to use variables to simplify Dynamics 365 data migrations.

    Set up data hierarchy

    Set up a data import hierarchy using our data migration software to ensure that you don’t get errors due to missing dependent data during data imports. Using a data structure, you can ensure that base data is imported prior to the dependent data.

    Improve data accuracy

    Start test runs with small batches of data and increase the volume as you go. This will help you optimize and reduce errors in your final migration. You can also track your migrations with a detailed history and business logic tracing. Easily identify errors and validate data during testing.
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    Benefits

    Speed up data migrations

    Our solution allows you to carry out multi-company imports and supports parallel importing via multi-threading, considerably speeding up Dynamics 365 data migrations.

    No-code

    Transform, map, and move data into Dynamics 365 using configurations. Our solution supports multiple formats & connectors including ODBC using the Azure Service Bus.

    Data manipulation

    Set up data transformations using placeholders such as conversions, transformations, etc to map any field or table reducing risk and complexity in your Dynamics 365 data migrations.

    Embedded in D365 F&SCM

    Our solution is built within Dynamics 365, using the same business logic, which means faster implementation for our customers and a superior customer experience.

    Cost, resource, and time efficiency

    Carry out Dynamics 365 data migrations using your existing team. Ensure control over your project and meet your timelines without coding.

    Data Migration Accelerator

    We offer pre-configured templates that can speed up data migrations from AX 2009/2012 to Microsoft Dynamics 365 by 62%!

    Key Functionalities

    Data migration

    Data migration

    Configure high-volume data imports to D365 F&SCM and exports to your database. Manage and move crucial transactional data such as financial dimensions, recID relations, inventory journal, and more without any development in D365 F&SCM.

    Data integrations

    Data integrations

    Integrate with any system or app to D365 F&SCM. Monitor complex Dynamics 365 integration performance using our app proactively and fix errors or slow and lagging integrations. 

    Security and auditing

    Security and auditing

    Manage segregation of duties (SoD), role assignments, sensitive data using the security functionality. Track temporary stand-ins, SoD conflicts, and 54+ events. Use the history logs, and security snapshots to ease auditing of ERP data.  

    EDI messaging

    EDI messaging

    Get started with EDI using in-built tutorials with simple messages in a matter of days. Send and receive EDI messages using STAEDEAN’s EDI functionality embedded in D365 F&SCM. Manage exceptions, and validate EDI messages without switching systems.  

    Frequently asked questions

    Can't find what you're looking for?
    Can I migrate data from Dynamics AX to Dynamics 365 and also manage large data exports?

    Yes! You can migrate data from any legacy system, including Dynamics AX 4.0, 2009, and 2012, to Dynamics 365 F&O. Data from other legacy on-prem ERPs can also be migrated to D365. When configuring such imports, you can choose to migrate data to one company or multiple legal entities, as required. Large data exports to your Bring Your Own Database (BYOD) can be carried out by configuration.

     How can you support us in educating our team to make use of the data migration solution? 

    We offer a training plan based on an analysis and evaluation on a case-by-case basis. Additionally, documentation for our solutions is also available on our website. We also provide implementation support and additional support plans for each of our solutions for more complex scenarios.

    Do I need to invest in a technical resource to configure migrations?

    There is no specific requirement for a technical skillset; however, knowledge of Dynamics 365 and the legacy ERP will be required to transform and map data. Our solution allows you to use placeholders when the data nomenclature differs in both ERP systems or use the existing data entities offered by Microsoft’s Data Management Framework.

    Resources

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      Data Migration Solution for D365 F&SCM | Factsheet

      Explore how you can accelerate the migration of accurate and verified data from any legacy ERP, application, or file into Dynamics 365 F&SCM, without development.
      Data-Governance-Solution-for-D365-F&SCM-Factsheet

      Data Integration Solution for D365 F&SCM | Factsheet

      Discover how you can prepare and extract data, and configure and monitor complex ERP integrations with any application within or outside D365 F&SCM, without coding.
      Data-Integration-01

      The Ultimate Guide to Data Migration to D365 | eBook

      Worried about migrating your data to D365 F&SCM? Explore how you can plan and execute a successful data migration to D365 while mitigating data migration challenges.
      Data-Migration-eBook

      Navigating Integrations in D365 F&SCM | Whitepaper

      Confused about how to get started with an integration project in Dynamics 365 F&SCM? Our whitepaper helps you evaluate your options and take an informed decision.
      Navigating-Integrations-in-D365-F&SCM-whitepaper

      What Are the Challenges in Migrating Data to Dynamics 365 ERP From Legacy Systems?

      Eric Van HofwegenEric Van Hofwegen
      Jun 27, 2023
      In spite of its numerous benefits, migrating to Dynamics 365 F&SCM can seem daunting due to its complexity. Find out how to ease data migrations to D365 in this blog.
      ERP data migration to D365 F&O

      9 Data Migrations Mistakes to Avoid When Migrating to Dynamics 365

      Dorian SakowskiDorian Sakowski
      Jan 18, 2024
      Rushing an ERP implementation without a proper data migration strategy leads to catastrophic results. Read about the 9 deadliest mistakes companies make in this blog.
      9 Deadly Data Migration Mistakes MS Dynamics 365 FSCM

      20 Insider Tips for a Successful Data Migration to D365 F&SCM

      Dorian SakowskiDorian Sakowski
      Apr 4, 2024
      A successful data migration is often the result of advanced planning, risk assessment, and good data quality. Check out 20 insider tips from our experts in this blog.
      Data Migration Hero
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