Dynamics 365 Data Migration Services
Your data cutover lands with zero loss.
Field-level validation at every step. Chart of accounts, open transactions, inventory, and customer records migrated clean. Fixed-scope statement of work. Named consultant. Microsoft Gold Partner.
14-week average delivery
$0 average unplanned change orders
4.9 out of 5 from 47 engagements
94%on-time delivery rate
47clean migrations delivered
0.01%balance tolerance guarantee
Why migrations fail
Most ERP migrations fail at the data layer, not the software
Opening balances that do not match. Duplicate vendor records. Inventory quantities that drift during cutover. Your team does not need to experience these. Structured methodology with two dry runs and field-level validation prevents every one of them.
The typical approach
- Data exported to spreadsheets and manually reformatted over weeks
- Only one test load before go-live, no dry run reconciliation
- Balance discrepancies discovered only after users log in on day one
- No written accuracy guarantee, disputes billed by the hour
The Redefine way
- Direct database or application interface extraction, no manual reformatting
- Two full dry runs with reconciliation reports before cutover
- Balances reconcile to 0.01% or go-live is paused, written in the statement of work
- Fixed-fee statement of work: if data does not reconcile, the phase fee is waived
Every reconciliation issue caught in dry run 1 is resolved before dry run 2. Go-live happens only after your team signs off each data object.
What we migrate
Every object, field-level validated
We migrate the complete data set your finance and operations teams depend on. Not just the easy objects. Every field maps to a Dynamics 365 equivalent or gets flagged for your decision before work starts.
Chart of Accounts
General ledger structure, dimensions, account types
Customers and Vendors
Master data, payment terms, contacts
Open Accounts Payable and Receivable
Aging buckets, due dates, open invoices
Inventory Items
On-hand quantity, cost, bin locations, lot and serial
Open Orders
Sales orders, purchase orders, backlog
Fixed Assets
Book value, depreciation schedules, class
Source systems
Migrating from any legacy ERP
Source
Dynamics GP, Dynamics NAV, QuickBooks, Sage, NetSuite, Dynamics AX, SAP Business One
Chart of Accounts
Customers and Vendors
Open Payable and Receivable
Inventory Items
Open Orders
Destination
Dynamics 365 Business Central or Dynamics 365 Finance
All records reconciled. Balances match to 0.01% tolerance before go-live.
Migration process
Six phases, two dry runs before you go live
No migration should go live on the first attempt. Two dry runs are built into the fixed statement of work timeline. Your team validates real data in a real Dynamics 365 environment before the cutover clock starts.
1
Data Audit
2
Field Mapping
3
Dry Run 1
4
Cleansing
5
Dry Run 2 and User Acceptance Testing
6
Go-Live Delta
Phase 1, Weeks 1 to 2
Data Audit and Source Extraction
We pull a complete data inventory from your source system using direct database or application interface extraction. Every table, every record count. We identify nulls, duplicates, and encoding issues before any mapping work begins.
Deliverable: Source data inventory and issue log
| Data Object | Records | Issue |
|---|---|---|
| Chart of Accounts | 4,832 | None |
| Customers | 2,401 | 142 duplicates |
| Vendors | 387 | None |
| Open Receivable | 1,205 | 9 nulls |
| Inventory Items | 8,940 | 3 encoding |
Issues flagged before any mapping begins. Client review required.
Phase 2, Weeks 2 to 4
Field Mapping and Template Build
We build a field-level mapping document covering every source column to its Dynamics 365 equivalent. Custom fields are flagged for client decision. Templates are built in RapidStart or SQL Server Integration Services depending on data volume.
Deliverable: Field map document, client-reviewed and signed
| Source Field (GP) | Business Central Field | Status |
|---|---|---|
| CUSTNMBR | No. | Mapped |
| CUSTNAME | Name | Mapped |
| PYMTRMID | Payment Terms Code | Mapped |
| CUSTCLAS | Customer Posting Group | Decision needed |
Custom fields flagged for client decision before template build.
Phase 3, Weeks 5 to 6
Dry Run 1 and Reconciliation
Full data load into the Dynamics 365 test environment. We generate a reconciliation report per data object: record counts, opening balance totals, and sample record spot-checks. Your team reviews and raises issues.
Deliverable: Dry run 1 reconciliation report
| Object | Source | Dynamics 365 | Result |
|---|---|---|---|
| Receivable Balance | $2,847,320 | $2,847,320 | Pass |
| Payable Balance | $914,555 | $914,555 | Pass |
| Inventory Value | $1,203,441 | $1,201,210 | Review |
One issue flagged. Root cause analysis in progress. Phase 4 will resolve before dry run 2.
Phase 4, Weeks 7 to 8
Data Cleansing
Issues from dry run 1 are resolved. Your team corrects source records where required. We update transformation rules and re-test edge cases. The cleansed source becomes the baseline for dry run 2.
Deliverable: Updated issue log, cleansed source data
142 duplicate customers merged
DoneInventory variance: 3 item costs corrected
Done9 null receivable records filled from general ledger
In progressPhase 5, Weeks 9 to 12
Dry Run 2 and User Acceptance
Second full reload with cleansed data. Your team runs user acceptance testing inside Dynamics 365: posting a test invoice, running a trial balance, checking inventory levels. Formal sign-off required per data object before proceeding.
Deliverable: Signed user acceptance sign-off per data category
Chart of AccountsSigned off
Customers and VendorsSigned off
Open Payable and ReceivableSigned off
Inventory ItemsSigned off
Open OrdersUser acceptance in progress
Phase 6, Go-Live Week
Delta Migration and Production Cutover
We migrate the delta: all transactions posted since dry run 2 cutoff. Balances reconcile on go-live morning before any user accesses the system. First payroll or period-end close runs inside Dynamics 365.
Deliverable: Final reconciliation report and go-live sign-off
All objects reconciled. Variance: 0.002%. Within 0.01% tolerance. Go-live authorized.
| Final Object | Delta Records | Status |
|---|---|---|
| Open receivable delta | +47 | Loaded |
| Open orders delta | +12 | Loaded |
| Inventory adjustments | +3 | Loaded |
Users now logging in to live Dynamics 365 environment.
Who it is for
Four situations where structured migration delivers the most value
Situation 1
Upgrading from Dynamics GP or Dynamics NAV and cannot afford to rebuild data manually
Your finance team has built ten years of customer, vendor, and transaction history. Re-keying it is not an option. We extract, map, and load it programmatically with reconciliation reports to match every balance.
Persona: chief financial officer or controller at a 30 to 100 person company moving from Dynamics GP or Dynamics NAV to Business Central
Situation 2
A previous migration attempt left corrupted or incomplete data in Dynamics 365
Wrong opening balances, missing transaction lines, duplicate customers. We audit the current Dynamics 365 environment, roll back the bad data, and re-run the migration clean.
Persona: information technology director or ERP project lead after a failed in-house migration attempt
Situation 3
Merging two companies and consolidating data into a single Dynamics 365 environment
Two separate ERP datasets need to land in one Dynamics 365 company or multi-company setup. We handle duplicate customer and vendor resolution, general ledger account mapping across entities, and intercompany balances.
Persona: chief financial officer or vice president of operations post-acquisition with a 90-day consolidation deadline
Situation 4
Go-live is in 60 days and the incumbent partner has not started data migration
We have stepped into active implementations where data migration was eight weeks behind. We run a rapid data audit, compress the dry run schedule, and deliver a clean cutover. Not ideal, but recoverable with the right process.
Persona: executive sponsor with a hard go-live date and a partner who has not delivered
Case study
Real migrations, documented outcomes
Teams that go live on structured migrations report confident day-one system use. Zero re-entry, zero discrepancy calls.
Distribution · Dynamics 365 Business Central
Multi-channel distributor with Shopify and marketplace integrations across inventory, order processing, and fulfillment workflows.
The problem
Inventory, orders, and customer data were spread across multiple systems, creating data inconsistencies and operational overhead. The migration needed to support scalability from day one with live integrations from the moment users logged in.
The result
Day 1
Shopify, Uniform Market, and third-party logistics warehouse integrations active on go-live morning. Zero manual re-entry post-migration.
Customer data imported. Opening invoices posted. Inventory established. Cross-platform data synchronization automated. All before the first user logged in.
Day 1
integrations live
Logistics
warehouse sync
Zero
manual re-entry
16 weeks
CoreBuild Materials: rescued a 2.5-year failed Dynamics GP migration, live in 16 weeks
1.5 days
Month-end close reduced from 5 days post-migration
$0
Average unplanned change orders across 47 engagements
8 months
Average payback period, 3.4 times average 3-year return on investment
Your consultant
A named, certified consultant from day one
Your data migration is not handed to a junior analyst. Your assigned consultant is named in the statement of work before you sign. That same consultant runs every dry run, reviews every reconciliation report, and is on the call when users log in on go-live morning.
Our consultants specialize in specific migration paths and have completed multiple clean cutovers on the system you are migrating from.
JR
James R.
Business Central and Dynamics 365 Finance Lead
MB-800MB-300PL-90023 migrations
"The most common failure point in data migration is skipping the dry run because the project is behind schedule. We build both dry runs into the fixed statement of work timeline so there is no temptation to cut them."
Fixed-price options
Three scopes, fixed fees
Every engagement is a fixed-fee statement of work scoped before you sign. No hourly billing. No surprise invoices after go-live. The fee you see in the statement of work is the fee you pay.
Migration Essential
Data migration only
Chart of accounts, customers, vendors, open payable and receivable, open orders, inventory items, and on-hand quantities. Two dry runs included. Reconciliation sign-off included. No configuration, no training.
Up to 5 data objects2 dry runs6-week deliverySingle legal entity
Starting from
$18,000
Migration PlusMost common
Migration plus implementation
Full data migration with Business Central or Dynamics 365 Finance configuration. System setup, chart of accounts mapping, module configuration, user training, and 30-day post-go-live support. Fixed 14-week statement of work.
All data objects2 dry runs and user acceptance14-week delivery30-day post-go-live supportNamed consultant
Fixed price range
$35K to $65K
Enterprise Migration
Complex or multi-entity migration
Multi-company consolidations, historical data migration for 3 or more prior years, integrations with third-party logistics or ecommerce platforms, and merger and acquisition data merges. Scope defined at discovery. Fixed fee confirmed before work starts.
Multi-entityHistorical dataIntegrations includedCustom scoped
Starting from
$65K and up
Submit your brief → call within 48 hours → scoped fixed-fee proposal in 3 days → data audit begins within 1 week of sign-off
Your team's time investment across a full migration is typically 3 to 4 hours per week, source data extraction approval, dry run review sessions, and final user acceptance sign-off. We handle every extraction, mapping, and reconciliation task in between.
Why Redefine
Three things other implementation partners do not put in writing
Balance guarantee written into the statement of work
If data does not reconcile to 0.01% on go-live morning, the data migration fee for the affected phase is waived until reconciliation is achieved. Not a verbal promise, a clause in your signed contract. Typical implementation partners charge by the hour to fix errors they created.
Your consultant is named before you sign
The consultant who scopes your project is the consultant who runs your dry runs and your go-live cutover. Typical partners assign whoever is available. You get a named, certified person from day one, MB-800 or MB-300 certified, with multiple prior cutovers on your source system.
Fixed fee means no change orders
Every data object is scoped before work starts. The fee in the statement of work is the fee you pay at invoice, regardless of how many hours the cleansing or re-mapping takes. Typical partners bill the hours when issues emerge. We absorb them because the scope was our responsibility to define correctly.
Common questions
Questions buyers ask before they sign
Every question below came from a real discovery call. Your assigned consultant will answer anything not listed in the first 30 minutes.
Book A Free Data AuditA standard migration covering chart of accounts, customers, vendors, open transactions, and inventory runs 6 to 10 weeks inside our 14-week implementation statement of work. Complex migrations with historical data or multiple legal entities may extend to 12 weeks.
We migrate chart of accounts, customer and vendor master data, open accounts payable and accounts receivable transactions, open sales and purchase orders, inventory items and on-hand quantities, fixed assets, and project data. Historical data migration is scoped per client based on how many prior years your team needs in Dynamics 365 for reporting.
We migrate from Dynamics GP, Dynamics NAV, QuickBooks Desktop and Online, Sage 50, 100, and 300, NetSuite, SAP Business One, on-premises Dynamics AX, and legacy customer relationship management systems. If your source system is not listed, we assess it at discovery before committing to a migration scope.
Yes. Our statement of work includes a formal data validation sign-off clause. We run parallel reconciliation across all migrated objects before go-live. If balances do not reconcile to 0.01% on go-live morning, the data migration fee for the affected phase is waived until reconciliation is achieved.
Yes. We run multiple dry-run migrations before the live cutover. Your team continues operating on the legacy system until go-live, at which point we execute the final delta migration to capture any transactions created since the dry run. The only downtime is the few hours required for the final delta load and balance check on go-live morning.
Honest fit check
When this engagement fits, and when it does not
Good fit when
- You are moving off Dynamics GP, Dynamics NAV, QuickBooks, Sage, NetSuite, SAP Business One, or Dynamics AX with years of live data to bring forward
- You need balances to reconcile to the penny and want that accuracy written into the contract
- You can give your team 3 to 4 hours per week for source extraction approval, dry run review, and user acceptance sign-off
- You want a fixed fee defined before sign-off, not hourly billing that grows as issues surface
Not a fit if
- You only need a one-time spreadsheet export with no reconciliation and no go-live support
- You expect a clean cutover with no team availability for dry run review or sign-off
- Your Dynamics 365 environment is not yet provisioned and there is no implementation plan in place
- Go-live is less than two weeks away with no source data prepared, the schedule cannot compress that far
Not sure? Tell us your situation and we will be straight with you.
Book a discovery call
Find out what your migration will actually cost
The discovery call runs 30 minutes. We review your source system, data volume, go-live date, and scope. You leave with a fixed-fee range and a clear timeline. No obligation to proceed.
- Free source system complexity assessment
- Fixed-fee range confirmed before you sign
- Named consultant assigned from day one
- Response within 1 business day
Free discovery call
Tell us about your migration
Brief received
We will review your workflow and send a scoped proposal within 3 business days.
Response within 1 business day
Scoped proposal in 3 days
47 clean migrations delivered
Balances reconcile to 0.01%