Migration planning
A clear plan covering scope, sequence and rollback.
Dynamics 365 Service
Migration & Upgrades
Move to Dynamics 365 — or upgrade your existing version — with your data intact and zero drama.
Overview
Migration & Upgrades
Whether you're leaving a legacy ERP/CRM or upgrading an older Dynamics version, migration is all about trust — trust that your data arrives complete, accurate and usable.
We plan and execute migrations methodically: mapping, cleansing, validating and testing your data before go-live, so nothing is lost and your team picks up right where they left off — on a modern, supported platform.
What's included
What this service covers
Data mapping & cleansing
Map legacy data to Dynamics 365 and clean it on the way.
Historical data
Bring across the history you need, archive the rest.
Validation & reconciliation
Prove the data is complete and correct before go-live.
Version upgrades
Move older Dynamics deployments to the latest release.
Cutover & rollback plan
A controlled switch with a safety net.
Business value
Why it matters
Real outcomes you can measure — here's what Migration & Upgrades delivers for your business.
- Migrate with confidence — nothing lost
- Clean, accurate data from day one
- Stay on a modern, supported platform
- Minimal downtime during cutover
- Keep the history that matters to you
How we work
A clear, proven approach
The same disciplined methodology underpins every Dynamics Generation engagement.
1. Discover
We understand your goals, processes and constraints.
2. Plan
A clear scope, timeline and success measures.
3. Deliver
Expert execution with regular checkpoints.
4. Optimize
We measure, refine and support what we build.
FAQ
Migration & Upgrades — questions answered
Can you migrate from non-Microsoft systems? +
Yes — we migrate from a wide range of legacy ERP/CRM and bespoke systems into Dynamics 365.
How do you ensure data accuracy? +
Through mapping, cleansing and a validation/reconciliation step that proves counts and values before go-live.
Do we lose historical data? +
No — we bring across the history you need and can archive the rest for reference.
Explore more
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Let's talk
Ready to get started?
Book a free consultation and let's plan your migration & upgrades engagement.