{Quick Tip} 5 Tips for effective Dynamics CRM Data Migration

Dynamics CRM is nice tool when trying to spin and maintain an organisation quickly in the cloud or needing an on premise version. Having said that, it is also a tool which makes it challenging and asks for innovative design when trying to design data migration specially while working with CRM online.

Fellow MVP and Expert @ScottDurow had once tweeted me to right about some tips for effective data migration, I am nearing an end to a big CRM online Migration from Sales Force and found it the right stage and experience to put down few learnings in this blog.


· Perform an up-front migration impact assessment

The fact is that what your data does now and what it will do in the target environment is completely different. You need to assess the quality of data both in the current legacy environment and also against the needs of the target environment.

By performing an impact assessment upfront, you can quickly identify hotspots.


· Focus on impact of delayed migration on Business Processes

Using best practices will be an investment which will help your dynamics CRM implementation buy providing guaranteed success for Business Processes to run on the system in a timely manner.


· Tell Early about the impacts of Poor Data migration practices

Telling early about the impacts also helps. Lot of Disruption and delays during the load phase as records are rejected is a potential for disaster. Broken Business services when the target CRM system goes live will have a knock on effect not only on the CRM system but also on integrating and dependent systems. Increased costs overall as the cost of delay and fixing will increase because of bad practices.


· Deep Understanding of data migration best-practices so you show the efficacy of the best practices

A common problem with this point is lack of proper training and content on Data migration best practices. Without proper Data migration experience, it is very difficult to show the efficacy of the best practices.

· Show benefits to all different stakeholder to align for best Migration strategy

For example using a migration tool can be an enhancement to the productivity of the IT team. At the same time, a guarantee to Business continuity will help the Business user going with the best Migration strategy. Win- win for all is when all involved stakeholders find benefits in the strategy and do not merely think of it as a process overhead.


Hope it helps and Happy CRMing!

Additional Read From a great CRM MVP Gustaf: http://gustafwesterlund.blogspot.ie/2016/02/tips-when-migrating-using-excel.html

Do you have any learning/tips to share? Leave it in the comments and I will include it in a follow-up or the same blog!


5 thoughts on “{Quick Tip} 5 Tips for effective Dynamics CRM Data Migration

  1. I have done 4 CRM migrations over the past 2 years… Some unsupported methods so I won’t mention those strategies, but I do want to mention an absolute necessity.

    A well documented and understandable data mapping document is always a necessary first step. This gives you insight into differences into your data between source and destination systems as well as visibility into what is migrating and where it’s going.

    I would also recommend a thorough review of the final entities prior to creating anything else. In reviewing data migration, there are countless times where an entity had to be recreated due to mismatches in data types or lengths or field naming conventions. Once the review is complete and approved, further configuration can then be done to enhance your CRM system.

    Tom Bratina

  2. It’s intersting that you talked about making sure to asses the quality and needs of the data you are moving. I have been planning a data move, but I haven’t thought about how much will need to be moved. I can see how it would be smart to asses the vital things first, so there aren’t any mistakes made with important data.

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