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Dynamics 365 migration services
About Itransition
Microsoft partner since 2008
250+ Microsoft projects completed
Microsoft-certified Dynamics 365 experts on board
Internal Microsoft Centers of Excellence
10+ years delivering ERP and CRM solutions
Ranked among leading UK and US Dynamics 365 consultants by Clutch
Our Dynamics 365 migration service offer
Our team delivers comprehensive Microsoft Dynamics 365 migration services, covering all stages from initial discovery to post-migration assessment and ensuring a timely and uninterrupted transfer to the new solution.
System analysis & project scope determination
Our team conducts a deep analysis of your current system, reviewing and documenting data sources, apps, integrations, and workflows, and identifying inefficiencies, data silos, or misaligned data flows to establish the project’s goals and determine the new platform’s functionality scope.
Migration strategy creation & project planning
We select the most suitable Dynamics 365 business applications for your needs and outline the migration plan, including project scope, roadmap, timelines, budgets, and priorities. We also assess potential risks and develop a comprehensive risk management strategy to safeguard the project’s execution.
Data auditing & cleansing
We conduct a thorough audit of data for migration, identifying its volumes, types, and sources, and cleanse it by removing duplicates, fixing formatting issues, and archiving outdated and irrelevant records.
Platform setup & integration
Our team configures and customizes the Dynamics 365 applications’ out-of-the-box functionality, integrates the new platform with the existing internal systems and third-party solutions, and tests the platform for functional, security, usability, or performance issues to resolve them before the release.
Data migration execution
Our team performs business data mapping to the new Dynamics 365-powered system and transfers it using selected migration tools, ETL pipelines, or custom scripts and following a phased approach to minimize operational disruptions and systems’ downtime. After the migration process is completed, we run a comprehensive validation of the migrated data accuracy.
Platform go-live & ongoing support
We deploy the Dynamics 365 platform to the production environment and provide end-user onboarding and training, as well as ongoing support to facilitate platform adoption.
Enhance your operational efficiency by moving to Dynamics 365
Popular Dynamics 365 migration paths
Migration from legacy Dynamics CRM & ERP systems
Migrate outdated legacy Microsoft Dynamics ERP and CRM systems to Dynamics 365 to improve workflow efficiency, eliminate costly maintenance and complex data structures, and gain access to cloud and automation capabilities, AI-powered tools, and centralized Microsoft upgrades.
Dynamics 365
Migration from third-party CRM & ERP platforms
Transition from third-party ERP and CRM solutions to Dynamics 365 and consolidate disconnected business processes within the Microsoft Dynamics 365 ecosystem, enhance reporting capabilities, and easily integrate with other Microsoft tools, including Azure, Microsoft 365, Power BI, and more.
Dynamics 365 ERP & CRM systems
Migration from accounting & business process management tools
Move from your inefficient accounting and business management systems to a Microsoft Dynamics 365 solution to support complex financial operations, multi-region inventory, and supply chain management processes, centralize core financial business operations, and improve visibility into the company’s financial performance.
Dynamics 365 Finance & Business Central
50%
faster order dispatch28%
order processing time reduction25%
fewer delivery errors
We provided analytical and advisory support, as well as comprehensive integration services for a global fashion accessories producer and distributor, helping them transition from a complex and inefficient legacy ERP system to the Dynamics 365 Finance and Supply Chain Management platform. As a result, the company enabled reduced order dispatch time, fast and seamless report creation, higher order management capacity, and improved order accuracy.
35%
faster issue resolution40%
increase in technician efficiency40%
decrease in missed appointments
Our team assisted a company operating in the healthcare and pharma industry to transition from their inefficient field service legacy solution to the new system on top of Microsoft Dynamics 365 Field Service solution. We also enabled AI capabilities to streamline technicians' workflows, improve appointment scheduling, and enable efficient, data-driven field service management. The delivered solution helped increase technician efficiency, accelerate issue resolution, decrease the number of missed opportunities, and improve overall customer experiences.
30%
increase in operational efficiency95%
user adoption rate within three months100%
compliance with regulatory requirements and standards
Our team helped an agri-food company substitute a set of heterogeneous, siloed systems with a single Dynamics 365 Finance and Supply Chain Management-based platform. As a result, this transformation ensured faster financial and operational decision-making and real-time, multi-currency reporting, an increase in operational efficiency, and enhanced compliance with African regulations and IFRS standards with regulatory controls built directly into the platform.
What makes Itransition a trustworthy Dynamics 365 migration partner
Adherence to Microsoft best practices
As an official Microsoft Solutions partner with a proven track record in delivering Dynamics 365, Azure, Power Platform, and other Microsoft-based projects, we leverage best-in-class migration techniques and practices to ensure secure, efficient, and low-risk data transfer to Dynamics 365.
Deep Dynamics 365 expertise
With more than 300 certifications across key Dynamics 365 roles, our teams have rich expertise across the Dynamics 365 platform and its cloud infrastructure, customization and integration, security enablement, and more, which allows us to deliver projects of any complexity.
Hands-on industry experience
We have experience working with companies across 20+ industries, including healthcare, retail, real estate, manufacturing, insurance, and more, which allows us to tailor Dynamics 365 solutions to industry-specific operational processes, data structures, and workflows and ensure that our migration strategies are aligned with each client’s unique business objectives.
Full-scale Dynamics 365 partner
We offer a full range of Dynamics 365 services, acting as an end-to-end partner ready to support your project at any stage, align it with your long-term strategic and operational goals, current workflows, and scalability needs, and help maximize business value from your investment.
Partner with Dynamics 365 experts for a seamless migration
How we overcome common data migration challenges
Challenge | Solution |
|---|---|
System downtime & disruptions | To minimize operational risks, we prioritize Dynamics 365 modules implementation based on business impact and follow a phased migration approach. Our team also validates future integrations and workflows in sandbox environments, conducts migration rehearsals, and plans production cutover during low-activity periods. |
Post-migration system integration issues | We conduct dependency analysis to rebuild and optimize integrations with the use of Microsoft Dynamics 365-native connectors, Power Platform capabilities, APIs, and middleware. Our team also conducts end-to-end integration, workflow, and business process testing in pre-production environments, continuously monitoring data integrity and system performance before go-live to ensure operational continuity and stable cross-platform communication. |
User resistance | Our team offers role-based guides and training programs, as well as ongoing post-implementation support, ensuring efficient change management and user adoption and educating teams on how to use Dynamics 365 applications to simplify their everyday workflows. |
Related Dynamics 365 services
Consulting
Our team provides comprehensive consulting services, guiding you through every stage of the Dynamics 365 project, from solution conceptualization and implementation planning to platform deployment supervision and adoption support, ensuring seamless project execution and delivery of measurable business value.
Implementation
We implement selected Dynamics 365 applications or more complex systems consisting of multiple Dynamics 365 products, aligning them with your business requirements and seamlessly integrating the solutions into your everyday workflows.
Customization
We extend and modify the out-of-the-box functionality of Dynamics 365, offering a wide range of customized solutions from simple configurations to developing additional apps from scratch, ensuring the platform is fully tailored to your unique business needs.
Integration
Our team integrates Microsoft Dynamics 365 with various business software solutions, including other Microsoft applications, legacy systems, and third-party apps, to facilitate data exchange, maximize business process visibility, and streamline cross-department cooperation.
Support
We provide post-launch software monitoring and troubleshooting to ensure Dynamics 365 platforms operate smoothly and efficiently and provide end-to-end user support and training to maximize user adoption.
FAQs
Transitioning to Dynamics 365 solutions brings multiple business benefits:
- Unified business processes and operations
Dynamics 365 allows сompanies to unify their key business processes in a single system, ensure seamless cross-department data flows, and centralize data and communications. Seamless integration with other Microsoft tools such as Microsoft 365 (formerly Office 365) applications, including Teams, Outlook, SharePoint, Excel, etc., Power Platform (Power BI, Power Apps, Power Automate), as well as third-party apps, improving cross-department collaboration and user experience. - Enhanced system scalability
Cloud-based Dynamics 365 solutions can be easily scaled up as businesses evolve, supporting growing numbers of system users, data volumes, and expanding operations. - Lowered maintenance costs
Cloud migration helps reduce costs associated with system infrastructure maintenance and upgrade. Additionally, shifting from on-premises systems helps lower hardware expenses and support costs while ensuring system reliability and performance. - Improved forecasting and planning
Dynamics 365 provides advanced analytics, forecasting, and reporting capabilities that help organizations improve their financial planning, demand forecasting, sales strategies, and resource allocation. - AI-powered automation
Dynamics 365 provides Copilot Studio and intelligent agents that assist businesses with routine administrative tasks and customer engagement automation, leading to operational efficiency improvements.
Typically, a Dynamics 365 migration project can take from 1-2 months for projects involving smaller data volumes up to 12+ months for larger enterprise-scale migrations involving multiple modules. The main factors determining this timeline include the volume of migrated data, the number of system integrations, and the overall Dynamics 365 implementation project scope.
Dynamics 365 migration costs can vary depending on the structure and volume of data, tools used, and additional services required for the project. To get a ballpark estimate of the pricing for your migration project, please turn to our Microsoft Dynamics 365 consultants.
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