Dynamics 365 data migration services
Move to Dynamics 365 with confidence with expert-led data mapping, transformation, and import services. At Rand Group, we offer expert-led Dynamics 365 data migration services to help you confidently move systems. Our team uses structured templates, proven import processes, and rigorous validation to ensure your business data is accurate and complete. Whether you’re moving financials, inventory, customer data, or transactions, we help make the transition seamless, secure, and aligned to your business goals.
Seamless, secure data migration to Dynamics 365
Data migration is a critical part of a successful ERP or CRM implementation. Without clean, organized, and reliable data, even the best technology will fail. Inaccurate records, duplicate entries, and missing details will delay go-live, disrupt operations, and compromise reporting. Whether you’re moving from a legacy system or consolidating platforms, your business-critical data must be handled with precision.
At Rand Group, we ensure your data is securely and strategically migrated into Dynamics 365 with minimal disruption to your day-to-day operations. Our team combines deep product knowledge with proven tools and repeatable processes to deliver accurate, efficient results. From upfront planning through final validation, we manage every step with care so your new system is not only populated with the right data but also positioned for long-term success.
Minimized downtime and disruption
We align our process with your go-live timeline to ensure your business keeps moving. Our staged approach and testing cycles reduce risk and keep operations stable throughout migration.
Confidence in data accuracy and integrity
We perform validation at every step, from cleansing and mapping to final reconciliation, so you can trust your data is complete, consistent, and compliant in your new system.
Faster time-to-value with prepared templates
Our structured templates reduce the effort of gathering, formatting, and reviewing data, accelerating the migration timeline and helping you unlock value sooner.
Start your Dynamics 365 migration data with confidence
Ensure a smooth transition with expert-led data mapping, transformation, and import services designed for accuracy and business continuity. Contact Rand Group today to schedule your data migration assessment or kick off your engagement.
Purpose-built templates to accelerate your migration
A successful Dynamics 365 data migration starts with clean, well-structured data. At Rand Group, we provide purpose-built templates that simplify how data is collected, reviewed, and formatted, ultimately removing guesswork and reducing manual effort. These templates are tailored to fit Dynamics 365 requirements, helping your team organize everything from master data to transactional records with accuracy and consistency.
Whether you’re importing customers, vendors, inventory items, or open balances, our structured templates ensure critical data is complete and aligned for import. By using our guided framework, you can avoid common pitfalls like missing fields, formatting errors, or misclassified data. The result is a faster, more efficient Dynamics 365 data migration with fewer delays and more confidence at go-live.
Streamlined import and posting processes
As part of our Dynamics 365 data migration services, we streamline the import and posting of transactional data to ensure accurate starting balances and a smooth operational transition. Our tools automate key steps, reducing manual effort and getting your system ready for go-live.
- Open sales and purchase orders
- General ledger entries and balances
- Inventory quantities and locations
- Project and timesheet data
Tailored data migration for every Dynamics 365 application
No two migrations are the same, which is why Rand Group offers specialized data migration services for each Dynamics 365 product. Whether you’re moving financials, operations, or customer data, our approach is customized to fit the unique structure and requirements of your solution.
Business Central
Move your core financial and operational data into Dynamics 365 Business Central with confidence. We help businesses migrate general ledger, inventory, customers, vendors, and transactions quickly and accurately.
D365 Finance & Operations
For organizations with complex processes and high data volumes, we offer structured data migration services tailored to Dynamics 365 F&O. Our team ensures your financials, supply chain data, and historical records are imported and reconciled.
D365 Sales
Migrate leads, opportunities, quotes, and contact history into Dynamics 365 Sales with a focus on preserving pipeline visibility and sales performance tracking. Our process ensures continuity in sales operations and reporting from day one.
D365 Customer Service
Maintain a complete view of your service history by migrating cases, entitlements, SLAs, and communication records into Dynamics 365 Customer Service. Our process ensures agents retain context and customers experience uninterrupted support.
D365 Field Service
We help service-oriented businesses migrate work orders, service agreements, assets, and technician schedules into Dynamics 365 Field Service. Our data mapping ensures your field teams stay informed and your operations stay on track.
D365 Customer Insights
Unify your customer data from multiple sources into Dynamics 365 Customer Insights to create a complete 360-degree profile. We help you consolidate demographic, transactional, and behavioral data for meaningful segmentation and analytics.
D365 Project Operations
Ensure a seamless handoff of project records, contracts, resources, and time-tracking data into Dynamics 365 Project Operations. We help professional services and project-based organizations preserve accuracy across billing, budgeting, and delivery timelines.
Why partner with Rand Group?
Decades of experience
With over 20 years of experience, we’ve successfully guided businesses through complex ERP and CRM data migrations, building expertise in a wide range of industries
90% client retention rate
We prioritize building strong, lasting relationships with our clients. Our high retention rate reflects the trust and satisfaction we consistently deliver.
A dedicated US-based team
All our consultants are based in the US, ensuring responsive, high-quality service without relying on outsourced teams. You’ll work directly with experts who understand your business and its needs.
Certified Dynamics 365 experts
Rand Group’s team consists of certified professionals—architects, developers, data scientists, and engineers—skilled in the implementation, customization, and support of Dynamics 365.