D365 Sales On-Prem to Online Migration

The TrellisPoint On-Prem to Online Process

We understand that migrating your Dynamics 365 Sales environment from on-premises to online is a significant decision. That’s why we’ve developed a comprehensive, step-by-step migration process designed to ensure a smooth transition with minimal disruption to your business operations.

• Step 1. Assessment & Planning

  The first step in our migration process is a thorough assessment of your current on-premises Dynamics 365 Sales environment. Our team of experts will:

  • Analyze Your Current Setup: We conduct a detailed review of your existing infrastructure, data, customizations, and integrations to understand your unique requirements and challenges.
  • Identify Key Migration Needs: Based on the assessment, we identify the critical areas that need to be addressed during the migration, including data integrity, system customizations, and third-party integrations.
  • Develop a Customized Migration Plan: We create a tailored migration plan that outlines each step of the process, ensuring a seamless transition that minimizes downtime and maximizes efficiency.

• Step 2. Data Migration

  Data is at the heart of your business, and ensuring its accuracy and completeness is crucial during migration. Our approach to data migration includes:

  • Data Cleaning and Preparation: We work closely with your team to clean and prepare your data, ensuring it is accurate and ready for migration to the cloud.
  • Data Mapping and Transformation: We map your existing data to the new online environment, transforming it as needed to ensure compatibility and optimal performance.
  • Secure Data Transfer: We use industry-leading tools and best practices to securely transfer your data to the cloud, ensuring that all sensitive information is protected throughout the process.

   

• Step 3. Customization & Integration

  Every business has unique needs, and your Dynamics 365 Sales environment is no different. Our team ensures that all your customizations and integrations are seamlessly transitioned to the online environment:

  • Customization Migration: We review all existing customizations, such as workflows, forms, and plugins, and ensure they are compatible with the online version of Dynamics 365 Sales.
  • Integration with Other Systems: We manage the integration of your Dynamics 365 Sales system with other essential business systems and applications, ensuring a smooth and unified operation across your technology stack.

   

• Step 4. Testing & Validation

  Before going live, we conduct extensive testing to ensure your new online environment is functioning correctly and efficiently:

  • System Testing: We perform rigorous testing of the Dynamics 365 Sales online environment to ensure all features and functionalities are working as expected.
  • User Acceptance Testing (UAT): We collaborate with your team to conduct UAT, allowing key stakeholders to validate that the system meets their requirements and expectations.

• Step 5. Go-Live & Support

  The final step of our migration process is the go-live phase, where your new Dynamics 365 Sales online environment becomes fully operational:

  • Go-Live Planning and Execution: We work with your team to plan the go-live event, ensuring a smooth transition with minimal disruption to your business operations.
  • Post-Migration Support: Our commitment doesn’t end at go-live. We provide ongoing support to address any issues that may arise, optimize your new environment, and ensure your team is fully equipped to leverage the full potential of Dynamics 365 Sales Online.