Dynamics 365 Data Migration Advisory Services
Dynamics 365 Migration Assessment
A Dynamics 365 migration assessment evaluates your legacy ERP environment — data structures, customizations, integrations, and historical volume — to define migration scope, risk, and effort before implementation begins.
Many ERP modernization programs focus heavily on application implementation, configuration, and infrastructure upgrades. However, data migration is often the most complex and underestimated component of the entire program.
Legacy ERP systems frequently contain:
- Decades of transactional history
- Inconsistent data models
- Customized fields and extensions
- Complex integrations across business systems
LGSTech's ERP Migration Advisory services help organizations proactively plan and govern migration programs, ensuring that data is accurate, relevant, and ready for modern ERP platforms.
Risk Assessment
A migration risk assessment identifies where data quality, timeline, or cutover issues are most likely to disrupt ERP go-live, so mitigation plans can be built in advance.
Without structured planning, organizations may experience:
- Delayed ERP implementation timelines
- Extended user acceptance testing cycles
- Reconciliation issues after go-live
- Operational disruptions during cutover
Our ERP Migration Advisory Services
LGSTech provides structured advisory services designed to help organizations define a clear migration strategy before implementation begins. Our advisory framework focuses on the following critical areas.
Data Migration Readiness Assessment
A data migration readiness assessment determines whether your legacy data, systems, and integrations are prepared for migration to Dynamics 365.
Source System Analysis
- Legacy ERP data structures
- Custom objects and extensions
- Data volumes and storage patterns
- Integration dependencies
- Compliance and regulatory data requirements
Data Mapping Strategy
Data mapping strategy defines how legacy fields, tables, and relationships translate into the target Dynamics 365 data model. This step ensures field-level accuracy, prevents mapping conflicts, and reduces rework during data transformation and load cycles.
- Field-level mapping and transformation rules
- Handling of custom fields and extensions
- Cross-module and cross-entity relationship mapping
Migration Strategy & Planning
- Migration approach selection (full migration vs selective migration)
- Historical data retention planning
- Migration phasing strategy
- Mock migration planning
- Cutover strategy
- A structured migration strategy ensures organizations migrate the right data at the right time.
Migration Roadmap
- Migration timeline planning
- Migration sprint cycles
- Resource estimation
- Testing cycle planning
- Risk mitigation strategies
- The result is a clear and realistic migration execution plan aligned with the overall ERP implementation program.
Data Governance and Quality
- Master data governance frameworks
- Duplicate record identification
- Data cleansing strategies
- Standardization and validation rules
- Regulatory compliance alignment
- Establishing strong governance improves data reliability in the new ERP environment.
Historical Data Selection & Archival Strategy
- Which historical data should be migrated
- Which data should be archived
- What information should remain accessible for compliance purposes
- This selective migration strategy helps reduce migration volume and improves system performance.
Migration Cost and Timeline Planning
Resource estimation, sprint-based timelines, and testing cycles are combined into a realistic cost and schedule model, so ERP implementation budgets and go-live dates reflect the true scope of the data migration effort.
Migration Scenarios We Support
LGSTech supports ERP modernization initiatives across multiple legacy platforms and industry-specific ERP solutions. Our advisory services help organizations prepare for migrations such as:
Microsoft ERP Modernization
- Dynamics AX 2009 / 2012 → Dynamics 365
- Dynamics NAV → Dynamics 365 Business Central
- Dynamics GP → Dynamics 365
- Dynamics SL → Dynamics 365
Industry ERP Platforms
- NAXT 2009 / 2012 → NAXT 365
- Annata AX 2012 → Annata 365
Legacy ERP to Modern ERP
- SAP → NAXT 365
- DBS → NAXT 365
- SCODA → NAXT 365
Our advisory services ensure that migration strategies are aligned with platform-specific data models and business processes.
Accelerating Migration Planning with LGS's tried and tested methodologies and accelerators
LGSTech also leverages LGS's tried and tested methodologies and accelerators, our AI-enabled migration platform, to support migration planning and execution. These capabilities enable organizations to:
- Connect to legacy ERP systems using plug-and-play connectors
- Analyze migration scope and data volumes
- Transform and cleanse data in place without moving it
- Configure migration workflows through guided wizards
This approach provides early visibility into migration complexity and significantly improves planning accuracy.
Business Outcomes
Organizations that engage LGSTech for ERP Migration Advisory gain:
- A clear ERP migration roadmap
- Accurate effort and timeline estimation
- Reduced migration risk
- Improved ERP implementation predictability
- Better quality data in the target ERP system
By addressing migration strategy early, organizations can avoid costly delays and ensure smoother ERP go-live transitions.
Planning an ERP upgrade or modernization initiative?
Request a Migration AssessmentFrequently Asked Questions
Explore answers to common questions about our approach, capabilities, and delivery.
01What is ERP migration advisory?
ERP migration advisory helps organizations plan and govern ERP data migrations before implementation begins. It includes migration strategy, data assessment, governance, historical data planning, and roadmap development to reduce project risk and improve the success of ERP modernization initiatives.
02Why is ERP migration planning important?
Effective ERP migration planning ensures the right data is migrated at the right time while identifying risks, dependencies, customizations, and data quality issues early. A structured plan reduces delays, minimizes rework, and supports a smoother ERP implementation.
03What does an ERP migration assessment include?
An ERP migration assessment evaluates your legacy ERP environment, including data quality, customizations, integrations, historical data, compliance requirements, and migration complexity. The assessment provides a clear roadmap, effort estimate, and migration strategy tailored to your business.
04How do you determine which data should be migrated?
Our ERP data migration strategy identifies which historical, transactional, master, and reference data should be migrated, archived, or retired. This selective approach reduces migration volume, improves system performance, and ensures compliance with business and regulatory requirements.
05Which ERP platforms does LGSTech support?
LGSTech supports ERP modernization projects across Microsoft Dynamics AX, Dynamics NAV, Dynamics GP, Dynamics SL, NAXT, Annata, SAP, DBS, and SCODA environments. Our migration advisory services are tailored to each platform's data models, customizations, and business processes.
06Why choose LGSTech for ERP migration consulting?
LGSTech provides specialized ERP migration consulting backed by proven methodologies, AI-enabled automation, and platform-specific expertise. We help organizations reduce migration risk, improve data quality, create realistic migration roadmaps, and achieve predictable ERP implementation outcomes.