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Migration To Dynamics 365

Move to D365 Without
Losing What You Built.

Structured migration from legacy ERP, CRM, and on-premise Dynamics systems to Dynamics 365 cloud — preserving business logic, migrating clean data, and maintaining operations throughout the transition.
The risk in D365 migration is not technical. It is business continuity — keeping your operations running
while fundamentally changing the systems they run on.
Schedule a migration assessment
Talk to a migration architect

Migration sources we execute — from any of these systems to dynamics 365

Legacy ERP Systems

SAP, Oracle E-Business Suite, Sage 300/500, Infor, Epicor, NetSuite, and custom ERP migrations to D365 Finance and
Supply Chain

On-Premise Dynamics

Dynamics AX, GP, NAV, SL, and Dynamics CRM on-premise — upgrade and migration to Dynamics 365 cloud with preserved customisations

CRM & Custom Systems

Salesforce, HubSpot, Zoho, custom CRM, and homegrown business applications migrated to Dynamics 365 CE and Business Central
What we do?

Three migration capabilities

Assessment and planning, data migration engineering, and cutover management — structured for zero data loss and business continuity.
CF services

Migration Assessment & Planning

Know exactly what you are moving, what it costs, and the right path forward

Migration risk is directly proportional to how poorly the source system is understood before work begins. We conduct structured assessments of your legacy landscape — data volumes, customisation inventory, integration dependencies, and business rule documentation — producing a migration roadmap with honest risk and effort estimates before any commitment is made.
  • Legacy system inventory — complete audit of tables, records, customisations, reports, integrations, and business rules in scope for migration
  • Data quality assessment — profiling of source data against D365 target data model with quality scoring, cleansing requirements, and migration complexity rating
  • Customisation analysis — classification of legacy customisations as: retire, replicate in D365 standard configuration, replicate in Power Platform, or rebuild as custom code
  • Integration dependency mapping — inventory of all source system integrations with assessment of D365 native replacement, new API design, or middleware requirement
  • Total migration effort modelling — data migration, data cleansing, configuration, customisation, testing, training, and cutover effort and cost estimation
  • Phased migration roadmap — sequenced migration plan with wave definitions, dependencies, risk milestones, and parallel running strategy for each phase

Data Migration Engineering

Clean data in D365 from day one — not day ninety

Poor data migration is the most common cause of post-go-live dissatisfaction. Data that was messy in the legacy system arrives in D365 messier, or truncated, or missing, or incorrectly mapped. We execute data migration as a structured engineering programme — with cleansing, transformation, validation, and reconciliation at every stage.
  • Source-to-target data mapping — field-level mapping documentation between legacy source tables and D365 target entities with transformation logic specified
  • Data cleansing programme — systematic deduplication, standardisation, enrichment, and validation of source data before migration begins — not after
  • Migration tool implementation — SSIS, KingswaySoft, Scribe, or custom ETL pipelines for D365 data ingestion with error logging and reconciliation reporting
  • Iterative migration testing — multiple migration rehearsals with volume, quality, and performance validation before production cutover
  • Reconciliation and validation — record count, financial balance, and business rule validation post-migration to confirm data integrity in D365
  • Data archival strategy — plan for legacy data that will not migrate to D365 but must remain accessible for audit, reporting, or regulatory purposes
CF services
service cf

Cutover Management & Go-Live

The transition from legacy to D365 — planned to the minute

Cutover is the highest-risk phase of any migration. The transition from legacy system to D365 must be executed with precision — minimal downtime, validated data, confirmed integrations, and trained users all ready at the same moment. We plan and manage cutover as a structured programme with defined gates, rollback capability, and hypercare in the days that follow
  • Cutover run book — minute-by-minute cutover sequence documentation covering every system, integration, data load, and validation step in the transition window
  • Parallel running strategy — period of dual-system operation where both legacy and D365 are running simultaneously with reconciliation to validate D365 accuracy
  • Integration cutover — coordinated switching of all integrations from legacy to D365 endpoints with connection validation and monitoring
  • User readiness verification — confirmation that all user training is complete, access is provisioned, and user acceptance testing is signed off before cutover approval
  • Go/no-go decision framework — defined criteria for approving or deferring cutover at each checkpoint, with explicit rollback triggers
  • Hypercare programme — intensive support in the first 2–4 weeks post-go-live with dedicated engineering team availability for rapid issue resolution
The migration process

Assess → Design → Cleanse → Migrate → Cut Over

Five stages. Every one de-risked.
01
Assess
Full legacy system inventory, data quality assessment, customisation analysis, integration mapping, and effort modelling.
02
Design
D365 target architecture, data model mapping, customisation decisions, integration design, and cutover strategy.
03
Cleanse
Source data deduplication, standardisation, enrichment, and validation — before the first record is migrated.
04
Migrate
Iterative data migration with testing, reconciliation, and validation across multiple rehearsal waves.
05
Cut Over
Structured cutover execution with go/no-go gates, parallel running, rollback capability, and hypercare.
Where this works?

Migration programmes by source system and industry

Healthcare & Life Sciences

On-premise Dynamics GP/AX to D365 Finance — healthcare organisation migration preserving fund accounting, multi-entity, and clinical supply chain structures

Legacy EHR billing system to D365 Finance — financial data migration from custom RCM billing platforms with ImpactRCM.AI integration from day one

Medical device manufacturer ERP migration — SAP or Epicor to D365 Finance and SCM with FDA-compliant data validation and regulatory documentation

Non-profit health system NAV/BC upgrade — migration from Business Central on-premise to cloud with grant management, fund tracking, and compliance data preservation

Manufacturing & Distribution

SAP to D365 Finance & Supply Chain — manufacturing company migration preserving production orders, BOM structures, routing, and MRP configuration

Epicor/Infor to D365 SCM — distribution company migration with inventory valuation, costing methods, and supplier relationship data migrated accurately

Dynamics AX to D365 F&SCM — upgrade path migration preserving AX customisations where retained, replacing deprecated functionality with D365 standard

Legacy CRM to D365 CE — sales and service team migration from Salesforce or homegrown CRM with opportunity, account, and contact history

Financial Services & Professional Services

Oracle Financials to D365 Finance — multi-entity, multi-currency migration for financial services organisations with complex intercompany and consolidation structures

Salesforce to D365 CE — wealth management or insurance CRM migration preserving relationship history, opportunity pipeline, and activity data

Sage 300/500 to D365 Finance — mid-market migration path from Sage with GL history, vendor/customer master, and open transaction migration

Custom systems to D365 — homegrown ERP or CRM platform replacement with custom data model mapping and business rule reconstruction in D365

What you can expect?

Outcomes from structured migration programmes

Zero

Data loss across all migration programmes delivered

<4hr

Average production cutover window with structured methodology

98%

Data quality score post-migration with pre-cleanse programme

30%

Faster go-live timelines vs industry average migration programmes

Why CaliberFocus?

What makes our migration approach different?

Data Engineering Depth
We treat data migration as an engineering programme, not an export-and-import exercise. Our data engineers design transformation pipelines, build cleansing programmes, and validate every record before it leaves staging — so D365 starts with trusted data, not a data quality project.
Business Continuity First
Every migration plan we build has a rollback strategy. Every cutover has go/no-go gates. Every parallel running period has reconciliation. We plan for things going wrong so they do not need to.
Legacy System Knowledge
We have migrated from Dynamics AX, GP, NAV, SAP, Oracle, Sage, Salesforce, and custom systems. We know where the hidden complexity sits in each — chart of account structures, costing methods, intercompany configurations — before we start your assessment.
Migration Into an AI-Ready D365
Every D365 migration we execute is designed with AI integration in mind — data model decisions that support future Copilot, AI Builder, and custom AI workloads from the architecture stage rather than as a retrofit project later.
Connected Services

The D365 ecosystem you are migrating into

D365 Consulting & Business Transformation

The consulting strategy that precedes and shapes the migration scope and architecture.
Know More

Legacy Modernisation

For migrations involving custom application replacement alongside D365 ERP/CRM transition
Know More

ERP & Finance Operations

D365 Finance and Supply Chain configuration that the migrated data lands in.
Know More

CRM & Customer Engagement

D365 CE configuration and customisation for CRM migration programmes
Know More

Ready to move to D365 without the risk?

Start with a migration assessment. We will tell you exactly what you are moving, what it costs, and the safest path to get there.
Schedule a migration assessment
Talk to a migration architect

Industries we serve

healthcare industry

Healthcare

manufacturing industry

Industrial Manufacturing

banking industry

Banking and Finance

retail industry

Retail and Ecommerce

Pharma & Life Sciences

logistic industry

Logistics and Supply Chain

energy industry

Energy and Utilities

media industry

Media and Entertainment

travel industry

Travel and Hospitality

Education & EdTech

Application innovation backed by deep engineering..

cf difference
Measurable Results

50% reduction in technical debt for enterprise clients

True Partnership Model

Dedicated teams integrated with your workflow

Rapid Innovation Velocity

Ship features 3X faster with our DevSecOps pipeline

Enterprise-Grade Security

SOC 2 compliant engineering practices

Partnering for innovation & growth

We collaborate with global technology leaders to deliver secure and scalable growth-driven digital solutions. Our partnerships strengthen our ability to innovate, accelerate transformation, and drive measurable business impact for our clients.

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Azure
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Case Studies

Case Study

Enhancing
Clinical Care,
Fewer Readmits!

Read More

Automating docs, coding & compliance

We used generative AI to automate documentation, compliance checks, and medical coding. The solution improves accuracy, cuts manual effort, speeds turnaround, and ensures regulatory compliance in clinical use.
Read More
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Global Partnership

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Years Proven Success

200 +

Global Associates

What our clients say about our work?

When patient data was summarized clearly, documentation felt less burdensome. With CaliberFocus, clinician satisfaction rose from 58% to 81% without changing how teams work.

Dr. Rebecca HallCMIO, Healthcare

Better documentation and fewer audit issues delivered real savings. With CaliberFocus, billing compliance improved to 98.6%, reducing risk while easing the burden on clinicians.

Sophia WilliamsCTO, Clinical care

We gained clear visibility into student performance. Engagement rose, scores improved, and administrative effort dropped by nearly 30 percent, giving educators time to teach.

Andrew MillerDirector, Education Technology

Thoughts and Insights

AI In Workforce Planning
June 3, 2026

AI in Healthcare Workforce Planning: What Scheduling Software Can’t Do 

The opportunity AI creates in healthcare workforce planning isn’t about doing new things. It’s about fixing what already isn’t working, with tools current systems were never designed to be. Scheduling platforms got upgraded. Labor dashboards exist. Workforce analysts were hired. Some…

Read More
radiologists-team-analyze-x-rays-discuss-treatment-options-medical-office
June 3, 2026

Clinical Workflow in Healthcare: Eliminating the 7 Most Common Bottlenecks 

Clinical workflow in healthcare is the backbone of every patient interaction inside a hospital. It determines how fast a patient moves from intake to diagnosis, how accurately information transfers between care teams, how completely a record is documented before it reaches…

Read More
top-ai-healthcare
January 29, 2026

How Can AI Patient Intake Transform Your Healthcare Operations

AI patient intake is the use of custom automation, intelligence, and workflow design to collect, validate, and route patient information accurately across the intake patient journey, reducing operational friction, improving compliance, and accelerating access to care at scale making it one…

Read More

Why choose CaliberFocus for ML & Deep Learning?

CaliberFocus delivers AI and machine learning development services that combine deep machine learning and deep learning expertise with production-grade MLOps. As a trusted machine learning service provider, we help organizations move models from experimentation to scalable production, delivering measurable business impact, accuracy, and long-term value.

  • Production ready ML and DL models
  • Business first model design and ROI focus
  • Scalable MLOps and automation pipelines
  • High accuracy, reliability, and governance

Security & Compliance

caliberfocus certification

Ready to transform your business? Contact us today.