FastTrack for

Dynamics 365
Data Migration Strategy
Workshop

<NAME>
R&D Solution Architect
Data Migration Strategy Workshop Agenda
Strategy workshop is designed to help ensure that the
Agenda The Datateam’s
Migration Strategy Workshop is designed to help
project approach to data migration is following
ensuring that the
best practices, approach
including for data
timing, migration
to avoid data is heading
migration
Data Management Strategy for success. Data
performance migration
issues, is one of of
understanding thebusiness
key components
goals, andin
aawareness
successfulon
implementation. The workshop includes
realistic throughput
Planning and Strategy general strategic considerations as well as specific topics
like volumes, tooling, performance and validations.
Data Volume

Tooling Format: 2 hours Microsoft Teams call

Attendees: Solution architects, functional and
Performance technical leads at minimum; project
managers, functional leads and other key
Data Validation stakeholders from the customer and partner
teams.
Testing

Q&A
Data Management Strategy
Data Management Strategy

Data preparation Roles and Approach

responsibilities
What, Who, When, How Who, what is the source, what
Defined for all elements of data
data, acceptance criteria?
migration

Defect triage, fix and Data management Validation

re-execute tools
Data management framework, Visual inspection, record count,
Define the defect identification, LCS comparison of reports between
fixing and the iterative execution
of data migration source & target, functional testing
of critical scenarios etc.
Planning and Strategy
Data migration in the solution lifecycle

Initiate Implement Prepare Operate

Get ready to start Design Build E2E/SIT UAT Deploy BAU/Cont. update

Go Live

Data Migration Cycle 1

Testing with migrated data
Strategy
• Scope
• Approach
Cycle 2
• Data
management
process Cycle 3 May not be
• Tools a full cycle

Functional
requirements Data validation test
Performance
requirements UAT
 Customer slide (please update)

Planning and Strategy

Describe the project timelines regarding data migration.

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Planning and Strategy

Data ownership

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Planning and Strategy

What type of data do you plan to migrate?

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Planning and Strategy

Legacy systems and other sources of data; extraction and transformation of data.

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Planning and Strategy

Environment planning

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Planning and Strategy

Add Info
Go-live strategy

Post Go-live strategy Add Info

Data Volume
 Customer slide (please update)

Data Volume
What data entities are planned for migration? How many records are currently planned to migrate?

See Solution Blueprint Template.xlsx

Please review and update the numbers.

SA: Please attach the latest SBR document to the invite

 Customer slide (please update)

Data Volume
How do you approach the migration of high volumes of data?

Add Info

(See slide notes for additional information)

Tooling
 Customer slide (please update)

Tooling
Add detailed info
Tools for extracting data

Add detailed info

Tools for transforming data

Add detailed info

Tools for loading data

Add detailed info

Tools for copying data between environments.

Add detailed info

Tools for copying / synchronizing data between applications

Add detailed info

Tools for copying / synchronizing data between legal entities
in the same environment
Performance
 Customer slide (please update)

Performance
Infrastructure considerations

Add Info

(See slide notes for additional information)

 Customer slide (please update)

Performance
Setup and tuning considerations

Add Info

(See slide notes for additional information)

Data Validation
 Customer slide (please update)

Data Validation
Describe the steps to ensure migrated data is valid and accurate (data quality, data formatting, etc.)

Add Info

(See slide notes for additional information)

Testing
 Customer slide (please update)

Testing
How do you plan to test the migrated data and document test results?

Add Info

(See slide notes for additional information)

Q&A
 Customer slide (please update)

Q&A

Brief Q&A to discuss any additional topic areas. List questions and follow up actions
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