D365 data migration services

Error-proof D365 data migration — zero data loss, live in weeks

Migrating from AX 2012, SAP, Oracle, or a spreadsheet estate? Metrixs handles every stage, source assessment, data cleansing, field mapping, validation, and cutover, with 99.9% accuracy. Unlike generic vendors, we land your data into the Metrixs analytics framework, so your reports are live the day your ERP is.

Expert Dynamics 365 data migration services built around your needs

Our Dynamics 365 data migration services go beyond technical lift-and-shift. We ensure your data is cleansed, validated, and structured for reporting and analytics from the start.

Our Dynamics 365 migration specialists adapt to where you are in your migration journey. From source system assessment to go-live cutover, we deliver clean, validated, analytics-ready data , whatever your source system, timeline, or complexity.

How we approach D365 data migration

From source assessment to live analytics — a migration process built for zero data loss

1

Source system assessment

Audit your source ERP, volumes, entity structures, quality gaps, and migration complexity.

2

Migration scope & strategy

Define what migrates, what stays, and what gets retired. Agree on phases and cutover approach.

3

Field mapping & data model design

Map source fields to D365 F&O entities, transformation rules for formats, currencies, and hierarchies.

4

Data cleansing & enrichment

Deduplicate records, fill mandatory fields, and validate against D365 F&O requirements before cutover.

5

Test migration & validation

Run a test migration in a sandbox. Validate against source counts and balances until reconciliation is confirmed.

6

Cutover & go-live

Execute the data freeze, delta sync, and live cutover, rollback plan in place throughout.

7

Analytics go-live

Land data in the Metrixs analytics framework, 100+ reports live on day one, not weeks later.

USPs of our D365 data migration services

Why D365 F&O teams choose Metrixs over traditional migration vendors

99.9% data accuracy, guaranteed

Every migrated entity validated against source counts and business logic. We do not close until finance signs off.

Analytics-first migration

We land your data in a production-ready analytics layer, 100+ reports live from day one.

AX 2012 to D365 F&O specialists

We have migrated national-scale manufacturers from AX 2012 to D365 F&O with zero data loss.

Historical data, not just master data

Most vendors move master records only. Metrixs migrate full transactional history, point-in-time reporting from day one.

Zero business disruption

Phased migrations, delta syncs, and parallel validation keep operations uninterrupted. Cutover on your window, not ours.

D365 F&O table expertise

Without specialist knowledge of D365's 6,000+ backend tables, mapping errors surface months post-go-live. Our team knows every one.

The measurable impact we made

Data accuracy
0 %
Faster setup
0 %
Entities Migrated
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Years historical data migrated
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Industry-focused D365 data migration services

How we helped D365 F&O users migrate their data across industries

Our Dynamics 365 data migration services bring specialized expertise for organizations moving from legacy systems to D365.

Manufacturing

Production history, BOMs, and inventory masters from AX 2012 or SAP, OEE dashboards live from day one.

Engineering & Construction

Project contracts, resource records, and fixed assets from 50+ locations, consolidated into D365 F&O with intercompany eliminations.

Distribution & Wholesale

Customer and vendor records, inventory hierarchies, and open balances, warehouse structures preserved, supply chain dashboards live.

Project-based organisations

Project contracts, timesheets, billing history, and WIP balances into D365 Project Operations, profitability analytics from day one.

Multi-entity / global enterprises

Multiple source systems, currencies, and company codes unified into D365 F&O, intercompany mapped, consolidated P&L live.

Technologies For D365 F&O Data Migration we use

Enterprise-grade migration tooling — built on Microsoft Azure

Metrixs uses Microsoft-native tools and pre-built D365 templates to deliver migrations faster, more accurately, and at lower cost than custom pipelines.

1

D365 F&O Data Migration Framework (DMF)

Pre-built entity templates for many D365 F&O module; reduces mapping effort and accelerates delivery.

2

Azure Data Factory

Orchestrates extraction, transformation pipelines, and delta syncs during parallel-run periods.

3

Azure Data Lake Gen 2

Staging layer for raw source data; validated records held before loading into D365 F&O.

4

Microsoft Fabric (data pipelines)

Manages multi-entity transformations with a full audit trail of every data movement.

5

SSIS with KingswaySoft

High-performance D365 connectors for large-volume migrations where DMF throughput is insufficient.

6

Power BI (reconciliation)

Real-time migration progress and reconciliation status per entity for your project team and finance sign-off.

7

Azure Synapse Analytics

Post-migration validation; compares source counts and balances against the loaded D365 dataset.

D365 data migration scope

Every data type. Every D365 F&O module. One migration partner.

Master data — finance

Chart of accounts, cost centres, tax codes, and payment terms, mapped to D365 F&O GL entities.

Master data — supply chain

Customers, vendors, products, BOMs, warehouses, and item groups, with full hierarchy and category mapping.

Master data — HR & projects

Employees, departments, job positions, project contracts, and resource pools, aligned to D365 F&O entities.

Open transactions

Open POs, SOs, invoices, payments, and inventory movements, validated against source balances before go-live.

Opening financial balances

GL opening balances, AR/AP ageing, fixed asset net book values, and inventory valuations.

Historical transactions

Up to five years of financial journals, purchase and sales history, and production orders.

Fixed assets

Asset register, acquisition costs, depreciation history, and net book values, with full schedule continuity.

Configuration data

D365 F&O parameters, number sequences, posting profiles, and organisation structure, set up before data loads.

Frequently asked questions

Dynamics 365 data migration services involve extracting, cleansing, transforming, validating, and loading data from legacy systems into D365 F&O or Business Central. The goal is preserving accuracy, transaction history, and auditability while structuring data for reporting and analytics from day one.

Migration is often the right time to redesign your chart of accounts and dimension structures. Our D365 F&O data migration and Business Central migration approach includes mapping legacy account structures to new designs, converting historical transactions to align with updated hierarchies, and ensuring finance teams can still run trend analysis across the transition period.

We migrate both transactional and historical data including financials (GL, AR, AP, Fixed Assets), inventory and supply chain records, production and manufacturing history, sales and customer data, vendor and pricing information, and master data with dimensions. Our approach ensures data is usable for reporting, not just moved.

Data accuracy is central to our approach. We use automated reconciliation checks, control totals and balancing reports, parallel runs and mock cutovers, business validation with functional users, and post-migration audit sign-off. Migrated data must tie back to source systems before go-live.

Yes. Migration is an opportunity to improve data quality. We remove obsolete and duplicate records, standardize dimensions and chart of accounts, align data with new business processes, and prepare data for reporting and analytics. Clean data leads to better ERP adoption and faster insights.

Absolutely. We specialize in historical data migration for trend analysis, audit and compliance needs, Power BI dashboards, and executive reporting. This enables leadership to analyze multi-year performance from day one, not just post go-live data. Once migration is complete, organizations can integrate analytics platforms like Metrixs to gain comprehensive business insights.

Timelines depend on data volume, complexity, number of source systems, chart of accounts restructuring requirements, and how much historical data needs to be migrated. F&O migrations can range significantly based on organizational size and complexity. We scope every engagement individually and prioritize early validation with iterative loads to reduce risk and surface issues before cutover.

Yes. Both D365 F&O data migration and Dynamics 365 Business Central migration are core strengths. F&O migrations typically serve larger enterprises with complex multi-entity structures. Business Central migrations serve mid-market companies moving from QuickBooks, Sage, or NAV. Both follow the same validated methodology.

Yes. We structure migrated data so it's ready for Azure Data Lake, Microsoft Fabric, and Power BI semantic models. After migration is complete, organizations can integrate BI solutions to understand overall business health and financial performance. When the goal is building a single source of truth for analytics, Metrixs can be the next step after successful data migration.

Our services combine ERP functional expertise with strong data engineering and cloud architecture capabilities. We align migration with analytics and reporting requirements from the start. We use proven frameworks and validation processes. We don't just move data, we ensure it drives trust, insight, and better decisions.

A Dynamics 365 Finance & Operations data migration covers source system assessment, field mapping, data cleansing, transformation, test migration, validation, cutover, and post-go-live reconciliation. Metrixs also lands migrated data directly into the Metrixs analytics framework, so your 100+ pre-built reports are live from day one, not weeks after go-live.

Ready to migrate to Dynamics 365 without losing visibility?

Talk to our Dynamics 365 data migration services team about moving from your legacy ERP. Whether it's D365 F&O data migration or Business Central migration, we'll assess your data, validate accuracy at every stage, and ensure analytics readiness from day one.