Migration is a single process that moves data from one system to another. According to the level of data complexity involved, more or less data will need to be transferred in a migration project. When migrating data, the three basic steps to perform are Extract, Transform and Load (ETL):

  • Extract: The first task is to identify the data sets that need to be migrated and ensure that the data is in a stage area where it can be reviewed and worked on;
  • Transform: Once the data is in place in the staging area, it will typically be transformed to improve the data quality. It will also be re-arranged to fit the structure of the new system; and
  • Load: Finally, when all the data is prepared and validated, it is moved to the new system.Here, new data records are created or existing records can be updated, according to specific mapping rules.

In addition to the ETL tasks, there are a number of factors to consider in a data migration project, including master data management, ownership, security mappings, regional settings, migration time, error handling, scope of historical data, migration logging and storage requirements.

The Microsoft Scribe tool can facilitate any level of data complexity and offers a user interface to fully support and enable the design of a relevant migration solution. It also enables the simple re-run of similar migrations, for example from a development environment to test environment and from a test environment to a production environment.

Scribe has a wide range of connectors that seamlessly integrate with CRM and ERP data, fed in from Dynamics CRM, Dynamics AX and Dynamics NAV.

Our consultants have extensive experience in a wide range of migration solutions, including complex data transformations. Varying levels of support can be provided to complement the individual migration project, from a complete package where we provide end-to- end management through to a service where we train the internal staff to oversee the migration themselves.

Migration Plan

Below we’ve outlined the steps involved in migrating data from an on-premise CRM solution to an online installation.

  1. Database import preparation
  2. System preparation for the on-premise Microsoft Dynamics CRM
  3. Configuring the online Microsoft Dynamics CRM solution
  4. The import of mass data
  5. Configuration of Microsoft Dynamics CRM Online
  6. Optimise the CRM Online instance

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