Global Migration to the Cloud
UDS Systems
We are Dynamics 365/PowerApps experts. We provide Dynamics 365 R&D services, migrations, projects, and support services.
Microsoft has announced that they will end support for the on-premises Dynamics 365 Customer Engagement (CRM) on January 9, 2029.
It is High Time to Migrate
Microsoft will stop providing updates, security patches, and technical support for on-premises versions of Dynamics 365 CRM since 2029 year.
Data migration to the cloud is now a rational decision.
So, if you use on-premises CRM, it is high time to begin planning your migration strategy to guarantee a smooth transition of your data before the 2029 deadline, as this process may entail building new cloud migration strategies, training personnel on new platforms, and feasibly re-structuring workflows to fit the new cloud environment.
With the transition to the Dynamics 365 online version, Microsoft offers customers refined functionality, better integration with the Microsoft ecosystem and different cloud-based tools, and constant support.? ? ?
You will get plenty of benefits with your data cloud migration, including the following that already impress:?
The complex process of data migration involves three key steps:? ?
This three-step process, known as the ETL process (extract, transform, and load), ensures that all the data is captured, and its value and functionality are preserved in the new environment. ? ?
UDS Systems step-by-step migration:
1. Source data business logic and database investigation
We analyze the client’s system by examining the documentation, interviewing users, and investigating the structure of the source database.
2. Target environment customization (optional)
We create the technical requirements for the new target environment or analyze the already established target environment. In this step, we could deploy the D365 Module or Power Apps, perform needed customizations, develop business logic, and support user creation and licensing. Everything to improve clients’ business processes. UDS Quick Starts for Sales and Customer Services would be the best package for those starting their business with D365.
3. Data mapping preparation
We prepare data mapping from the source system to the target system at the table (entity) and column (field) levels. Also, we implement data transformation logic in case data needs to be changed in the migration process.
4. Users mapping preparation
At this stage, we need to map all users from the source system to available ones from the target system.
5. Migration tool preparation
Based on the migration logic, we determine the best tool for migration (UDS Migration tool, custom tool, SSIS platform) and perform needed tool settings and development.
6. Test migration execution
Test migration execution may be performed from a copy of the production or another environment that fully matches the production database structure.
7. Migration testing
After the test migration, we conduct testing from the side of the migration development team and the client side (acceptance test).
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8. Source DB clean up (optional)
Before production migration, we could clean up the source system from redundant historical data or exclude such data from the migration scope.
9. Production migration executing
Depending on the source database size:
Single-phase migration – for databases up to 3 million records, conducted during off-hours (usually weekends) to limit business disruption.
Multiple-phase migration – for databases with more than 3 million records. It includes the master and delta migration phase.
10. Post-migration support
We stay connected with our clients to resolve any post-migration issues if they arise.
Meanwhile, a?successful Dynamics 365 data migration operation requires an in-depth?strategy that is deeply rooted in your business goals. So, before starting it,?consider these?important points: ? ?
Data can reside in SQL databases, third-party databases, external web services, Access databases, or flat files such as Excel. Early identification of these sources is critical to optimizing subsequent stages of data migration tools and processes.
Before migration, it is important to start working with master data and consolidating, deduplicating, cleaning, and purifying data to minimize the complexity of data transformation during extraction and speed up migration.
Understanding the size and nature of your data sets is vital. A smart move would be to create a complete list of all entities, tables, and their volumes and identify characteristics such as transfer frequency, mode, and volume at a granular level. This clarity will help you guide the choice of software tools and integration patterns for data migration, ensuring that the migration meets your business needs.
Ensuring that the import and staging databases are appropriately sized to handle the data volumes is critical. All databases and environments should operate with acceptable latency to facilitate an efficient migration process.
With data modeling solutions in place, systematic data mapping can begin.?Create an organized Excel spreadsheet with tabs for each system table to simplify this process, ensuring that each field is accurately mapped to its new location. Think about option sets, tables, etc.
Before a full-scale migration, run a series of preliminary tests to identify and troubleshoot potential issues. ? Incorporating these elements into your data migration strategy will ensure that the migration process is not just transitional but transformative, providing your company with more customized and improved workflows.
Request a personal consultation with Cloud Migration experts to discover how to conduct this procedure for your company quickly and comfortably.
?? Get migration advice by following the link: https://uds.systems/services/uds-data-migration-services/?
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