Dynamics 365
CRM
Migration
Keeping up to date with the latest technology and being at the forefront of system modernization is essential for businesses that want to remain competitive.
We are ready to offer you a profitable data migration option if you still use outdated and inconvenient data storage methods.
Keeping up to date with the latest technology and being at the forefront of system modernization is essential for businesses that want to remain competitive.


Migration is transferring data from one environment to another or from one data format or application to another. It is used to upgrade business technology and improve efficiency and security.
Cloud migration or moving data or applications from an on-premises location to the cloud or from one cloud environment to another, is now the most demanded. However, migration between on-premises locations is still available.


Each client is unique and has their own data infrastructure, so we create a migration plan individually for each project. A detailed plan is the key to a successful migration because data migration can have critical consequences if it is not carefully planned from the start.
The preparation stage of data migration focuses on understanding “what” is being migrated and “where”. For example, from on-premises to the cloud or from another CRM system to Dynamics 365 Online.
UDS Systems step-by-step migration:
We analyze the client’s system by examining the documentation, interviewing the users, and investigating the structure of the source database.
We create technical requirements for the new target environment or analyze the already established target environment. In this step, we can deploy the D365 Module or Power Apps, perform needed customizations, develop business logic, and support user creation and licensing.
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 the data needs to be changed in the migration process.
At this stage, we map all the users from the source system to the available ones from the target system.
Based on the migration logic, we determine the best tool for migration (UDS Migration tool, custom tool, SSIS platform) and perform the needed tool settings and development.
We perform test migration from a copy of the production or another environment that fully matches the production database structure.
After the test migration, we conduct testing from the side of the migration development team and the client side (acceptance test).
Before the production migration, we clean up the source system from the redundant historical data or exclude the data from the migration scope.
Depending on the source database size:
We stay connected with our clients to resolve any post-migration issues if they arise. Plus, we assist the clients with installing and adapting all the latest updates.
Please fill out and submit the form for a free consultation. We will contact you as soon as possible.
or