Migration strategy
Knowing what to migrate, and how
Data inventory, transformation rules, load plan and migration rehearsals.
- Migration plan
- Data mapping
What you gain
- On-time go-live
- Fewer surprises
Dynamics 365 Experts
Data, Migration and Reporting Specialist
Clean data at go-live and reports that support decisions.
Data migration is one of the top causes of ERP and CRM project delays. This specialist prepares, cleanses and loads your data, then builds the reports your teams need from day one.
Migration
Master data, balances and history, loaded and reconciled.
Data quality
Duplicates, missing fields and validation rules.
Reporting and analytics
Power BI, financial reports and KPIs.
Role and responsibilities
What this expert does on your project
Loading
Data loaded and reconciled
Loading through data entities, packages or ETL tools, with reconciliation of balances and volumes.
- DMF
- KingswaySoft
- Data packages
What you gain
- Reliable data
- Accurate balances
Quality
Clean data that stays clean
Deduplication, cleansing, validation rules and master data governance.
- Validation rules
- Data governance
What you gain
- Fewer errors
- User confidence
Reporting
The right KPIs at the right time
Power BI reports, financial reports and exports to your data warehouse.
- Power BI
- Financial reports
- Synapse Link
What you gain
- Informed decisions
- Fewer Excel files
With the right expert in place
BeforeData re-keyed by hand the night before go-live.
AfterRepeated, validated loads.
BeforeBalances that don’t reconcile.
AfterReconciled, approved balances.
BeforeReports rebuilt in Excel every month.
AfterDashboards that update automatically.
What Dynalogia guarantees
Vetted profiles
Every expert is assessed by a Dynamics 365 specialist before we introduce them.
Fast start
Profiles proposed within days, ready to join your team.
Follow-up and continuity
Regular check-ins during the engagement and a replacement if needed.
Skills and tools
- DMF
- KingswaySoft
- Power BI
- Financial reporting
- Synapse Link
- SQL
FAQ: Data, Migration and Reporting Specialist
When should migration start?
During design. The earlier the migration strategy is defined, the more rehearsals you get and the calmer the go-live.
Can you migrate from any system?
Yes, from most ERPs, CRMs and files, as long as the data can be extracted.
Do you build reports after go-live?
Yes. Power BI reports, financial reports and KPIs can be delivered at any time.
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Ready to take the next step?
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.