News & Events

Execute a Successful Microsoft Dynamics BI Data MigrationApril 06, 2017


Is your organization doing a business intelligence data migration to Microsoft Dynamics or from Dynamics to another system? If so, there are a number of things and best practices to consider to ensure success.

Steps Toward Success

Define Scope

There are three business intelligence data categories:

  1. 1. Open and live data
  2. 2. Master data (this is core data that is key to your organization's daily operations and success)
  3. 3. Historical data (typically data that is two years old)

Make determinations in terms of what data belongs in each of these categories to define the true scope of the data migration project. You only want to migrate data that is truly needed.

Develop Strategy

Once you've defined the scope, you will need to set a strategy. Enlist the entire company to help as this is an "all hands on deck" project. Set clear tasks and deadlines so everyone is clear as to what is expected.

Choose a Helpful Software Tool

There are a number of software tools that can help you with your data migration project. They can be extremely easy to use and help you significantly decrease your implementation time. They can also reduce costs because they don't require coding, developers or IT management.

Choosing a Team

While the entire organization will be involved, pick a core team to oversee the implementation and process from start to finish to ensure success.


Develop a set of standards for data location. You will be moving data from a number of different legacy systems and will want to ensure everything is moved to a logical location to eliminate redundancies and inefficiencies. This is a great excuse to conduct some "Spring cleaning to move data you don't need".

Testing & Validation

To make sure your data migrates properly, conduct a series of tests to identify issues and troubleshoot as needed. Once you have validated everything is working properly, you should be set.

Moving Forward

All of these steps and data migration best practices will help to ensure your data migration project is a success. According to a 2011 report from Bloor Research, 30% of data migrations fail and 38% run over time and/or budget. Don't become a statistic.



Recent Posts