Data Migration Best Practices: Ensuring Accuracy and Efficiency (Part 3)

Welcome back to the final installment of our data migration blog series! In this concluding part, I will share some personal best practices that I prefer for ensuring a smooth and accurate data migration process. While these practices are not mandatory, they have proven to be effective in my experience.

1. Maintaining a Count Sheet

One of the key practices I recommend is creating a detailed count sheet. This sheet should track:

• Received Data Count: The total number of records received from the client.
• Imported Successfully: The count of records that were imported without issues.
• Failed Records: The number of records that failed to import, along with comments on the reasons for failure.

Maintaining this count sheet helps you keep track of data quantity and any issues encountered. It also provides a useful reference for future data loads, aiding in a smoother cutover process.

2. Using Distinct Project Names

When working with DMF projects, it is beneficial to create projects with distinct names. This practice allows for easier filtering and organization of projects.

Additionally, if you encounter partial imports or errors that require client fixes, creating separate DMF projects for reimporting corrected records can be advantageous. This approach preserves the history of previous job executions and documents the fixes applied, making it easier to address similar issues in future loads.

3. Handling Party IDs and Location IDs

For accuracy and to prevent duplication issues, Party IDs and Address Location IDs should always be system-generated. Avoid entering these as hard-coded numbers in the data files. System-generated IDs ensure that records are unique and correctly referenced, minimizing the risk of data integrity issues.

And that wraps up our data migration series! I hope you have found these insights and practices useful. Feel free to share your own experiences or additional tips in the comments. Stay tuned for more practical advice and discussions on navigating complex data processes.

Regards

Ammad Jawed

D365 Finance Functional Consultant

Email # [email protected]