Dynamics 365 DIY: Data Migration Readiness | TIPS on how to complete your OWN D365 implementations

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One thing is for sure, data migration will be more complicated and take longer than you originally expect. Many companies do not archive master data regularly. A new ERP project is the prime opportunity to bring over only current master data records and leave behind the customers, vendors, and inventory that are no longer relevant to the business, have been discontinued, etc. For example, customers with no transactions in the last 3 years – do they need to be migrated? Tidying up your master records can greatly reduce the amount of data to migrate. Determine ways to identify these records, using specific groups or flags that can be incorporated into the extraction step.

The earlier you can start planning what and how to migrate, the better. Take a look at the video to learn more. 

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Sikich is a leading professional-services firm that is among the top 1 percent of all enterprise resource planning solution partners in the world and ranks as one of the United States’ Top 30 CPA Firms. Sikich is also ranked as number 9 in the...READ MORE