Data Migration and Integration with Dynamics 365
Microsoft Dynamics CRM data migration and integration can be a complex topic because data is often more complex than people realize. Below are the brief definitions of data migration and integration.
Data Migration is the process of moving data from one system to another, which is often necessary steps in order to set up a new system while utilizing the data that already exists in the current system(s).
Data Integration is the process of building and maintaining the synchronizing of data between Microsoft Dynamics CRM and another system.
While data migration and integration are two different things, the processes and skill sets used are very similar. In this chapter we will look at the available options for both of these processes to help you select the best solution for your organization. Jump to the following sections to learn more:
- Select a tool to use
- Analyze the source data
- Create a data mapping document
- Create the migration integration scripts
- Test the data transfer
- Finalize and deploy
Become a CRM Administrator
For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.