- 1800 72 27 28
- [email protected]
- Suite 20, 27 Hunter Street, Parramatta NSW Australia
ISO 27001 Certified
Find our Microsoft Certified Apps and Services on
Dynamics 365 Data Migration Tool for Microsoft CRM
A Robust Data Migration Tool
Data migration is a critical step in any successful Microsoft Dynamics 365 implementation. Migrating data from legacy CRM systems, Excel, SQL Server, or other business applications requires accurate data mapping, preserved relationships, and reliable validation to ensure business continuity. Without the right tool, organisations can face duplicate records, data loss, and migration errors. The Dynamics 365 Data Migration Tool from Smart App Business Solutions simplifies and automates the migration process. Designed for Microsoft Dynamics 365, it helps organisations migrate data securely and accurately while preserving data integrity, supporting complex data structures, and reducing migration time. With powerful features such as batch processing, rollback capability, and detailed error reporting, our solution ensures a fast, reliable, and error-free data migration experience.
Data Migration Tool
Key Features of Our Data Migration Tool
100% Data Accuracy
Maintains existing record relationships during migration
The migration is done on client site
The app can migrate data simultaneously from multiple tables
It requires no Azure application key
Admin user permission is not required
It eases data mapping to a greater extent
It keeps parent-child relationship intact
Supports migration from Excel, SQL Server, CSV, Access, legacy CRM systems, and other data sources
Customer Feedback
“Smart App Business Solutions have a very strong understanding of the data structures behind Microsoft Dynamics 365 and what was needed for us to successfully migrate our data into this new system. As part of our development we needed to migrate many years’ worth of existing data from our existing complex system, which required maintaining referential integrity across many tables and data types. For this Smart App Business Solutions have developed a custom data migration App and methodology that streamlines the process. I was able to use this App directly and I found it to be fast and user friendly, including the ability to roll-back and trouble shoot certain migration batches when needed.
It was a pleasure working with the team at Smart App Business Solutions who were very committed and attentive with their support. Their team are totally steadfast in their approach and always very responsive to any challenges encountered throughout the development process, which to me was a crucial factor towards achieving success.“
–Tom Winkler, Business Intelligence Analyst, Energy & Water Ombudsman SA
How Our Dynamics 365 Data Migration Tool Works
Our Dynamics 365 Data Migration Tool streamlines the migration process through a simple and reliable workflow. First, it analyses and validates your source data to identify any issues before migration. Next, fields are mapped to the appropriate standard or custom tables in Microsoft Dynamics 365, ensuring data accuracy and referential integrity. The tool then migrates data in secure batches while providing real-time progress updates and detailed error logs. If needed, individual migration batches can be rolled back for easy troubleshooting. Once the migration is complete, users can verify the imported data to ensure a smooth, accurate, and successful transition to Microsoft Dynamics 365.
Seamless and Error-Free Data Migration Process
You can get seamless and error-free migration by using the SmartApp Business Solutions Dynamics 365 Data Migration Tool.
Key Highlights from the Image:
- Total Records Migrated: 19,827 records successfully transferred.
- Zero Failures: A 100% success rate, ensuring no data loss or corruption.
- Clear Mapping & Configuration: Fields from the CSV file are accurately mapped to the Common Data Service (CDS) schema.
- Smooth Processing: The tool efficiently handles different data types, including strings, picklists, booleans, and lookups.
This showcases SmartApp Business Solutions‘ expertise in providing a reliable, secure, accurate, and efficient data migration solution for businesses moving to Microsoft Dynamics 365.
Why choose the Dynamics 365 Data Migration Tool from Smart App Business Solutions?
Migrating data to Microsoft Dynamics 365 requires more than simply importing records. It involves preserving data integrity, maintaining relationships between tables, validating data, and ensuring a smooth transition with minimal disruption to business operations. Our Dynamics 365 Data Migration Tool is designed to simplify even the most complex migration projects by providing a fast, secure, and reliable migration process.
Backed by extensive experience in Dynamics 365 implementations, Smart App Business Solutions has developed a proven migration methodology and a powerful data migration tool that supports both standard and custom tables, complex data types, lookup fields, and parent-child relationships. The tool also includes batch processing, rollback functionality, detailed error reporting, and flexible data mapping, giving organisations greater control throughout the migration process.
Whether you’re migrating from a legacy CRM, SQL Server, Excel, or another business application, our solution helps organisations migrate data to Microsoft Dynamics 365, including Dynamics 365 Customer Service, Dynamics 365 Field Service, and Dynamics 365 Sales, with 100% data accuracy and integrity.
- Frequently Asked Questions
A Dynamics 365 Data Migration Tool is a software solution that helps organisations securely transfer data from legacy CRM systems, Excel, SQL Server, CSV files, and other business applications into Microsoft Dynamics 365. It automates data mapping, validation, and migration while preserving data integrity and relationships between records.
Data migration ensures that customer records, historical information, and business data are transferred accurately into Microsoft Dynamics 365. A successful migration improves data quality, supports business continuity, and helps organisations maximise the value of their Dynamics 365 investment.
Our tool supports data migration from a wide range of sources, including:
- Excel
- CSV files
- SQL Server
- Microsoft Access
- Legacy CRM systems
- Custom databases
- Other business applications
Yes. The tool supports both standard and custom Microsoft Dynamics 365 tables, making it suitable for organisations with customised Dynamics 365 environments.
Yes. The Dynamics 365 Data Migration Tool preserves parent-child relationships and referential integrity during migration, ensuring that related records remain correctly linked after the migration is complete.
Yes. The tool supports lookup fields, customer fields, choice fields, polymorphic lookups, currency fields, date fields, and other standard and custom Dynamics 365 data types.
Yes. Our tool is designed to handle large-scale migrations efficiently. It supports batch processing, allowing organisations to migrate millions of records while maintaining data accuracy and performance.
The tool provides detailed error logs to help identify and resolve issues quickly. It also includes rollback functionality, allowing migration batches to be reversed if necessary.
No. Our Dynamics 365 Data Migration Tool does not require Azure application keys, making the migration process simpler and easier to manage.
No. The tool is designed so that migrations can be performed without requiring administrator user permissions, depending on your organisation’s security configuration.
Yes. The tool is designed with security in mind to ensure data is migrated safely while maintaining data integrity and protecting sensitive business information throughout the migration process.