Data Migration

Whether you need to migrate data from an existing CRM system to another platform or transfer data from an external source into the Microsoft Common Data Service (CDS), KMS offers the expertise and comprehensive services required to ensure a seamless transition. Our team has extensive experience in managing complex data migrations, ensuring that your valuable information is transferred accurately, securely, and efficiently.

Expert Data Migration Services

Comprehensive Consultation Services

Before embarking on any data migration project, a thorough consultation process is essential to understand the specific needs of your business. At KMS, we start by conducting a detailed analysis of your current data environment, identifying potential challenges and opportunities. This initial consultation phase includes:

  • Data Assessment and Inventory: We assess the quality, structure, and volume of your existing data, helping you understand what needs to be migrated, cleaned, or archived.
  • Migration Strategy Development: Based on the assessment, we develop a tailored migration strategy that outlines the most efficient and secure approach to transferring your data.
  • Risk Analysis and Mitigation: We identify potential risks associated with the migration process and devise strategies to mitigate them, ensuring minimal disruption to your operations.
  • Timeline and Resource Planning: We work with you to establish a realistic timeline for the migration, ensuring that resources are allocated effectively to meet your deadlines.

Best Practices in Data Migration

KMS adheres to industry best practices to ensure that your data migration is successful and that data integrity is maintained throughout the process. Our approach includes:

  • Data Cleansing and Normalisation: Before migration, we cleanse and normalise your data to eliminate duplicates, correct errors, and ensure consistency. This step is crucial for maintaining data integrity and improving the accuracy of your new system.
  • Data Mapping and Transformation: We meticulously map your data from the source system to the target system, ensuring that all fields align correctly. If necessary, we also transform the data to fit the new system’s requirements, preserving its usability and relevance.
  • Testing and Validation: We conduct rigorous testing before the final migration to ensure that all data is correctly transferred and fully functional in the new environment. This includes running pilot migrations and validating the data against the original source.
  • Secure Data Transfer: Security is a top priority during the migration process. We use encryption and secure transfer protocols to protect your data at every stage of the migration, ensuring compliance with industry regulations and standards.
  • Backup and Recovery Planning: We implement comprehensive backup and recovery plans to safeguard your data throughout the migration process. In the unlikely event of a failure, we have measures in place to quickly restore data and minimise downtime.

Specialising in Microsoft Common Data Service Migrations

Migrating data to the Microsoft Common Data Service (CDS) requires specialised knowledge of the platform’s architecture and capabilities. KMS has extensive experience in CDS migrations, ensuring that your data is seamlessly integrated into the Microsoft ecosystem. Our services include:

  • Integration with Microsoft Dynamics 365: We ensure that your data is fully compatible and integrated with Microsoft Dynamics 365, enabling you to leverage the full potential of the platform.
  • Optimisation for Power Platform: Post-migration, we optimise your data for use within the Microsoft Power Platform, including Power Apps, Power BI, and Power Automate, to enhance your data-driven decision-making capabilities.
  • Custom Entity Mapping: We customise the entity mapping process to align with your business processes, ensuring that the migrated data supports your specific operational needs.

Ongoing Support and Maintenance

Data migration is not just a one-time task but an ongoing process that may require further adjustments and optimisations. KMS provides ongoing support and maintenance services to ensure that your new system continues to operate smoothly long after the migration is complete. Our services include:

  • Post-Migration Monitoring: We monitor the performance of your new system post-migration to ensure that everything functions as expected and that data integrity is maintained.
  • Troubleshooting and Issue Resolution: Should any issues arise, our team is on hand to troubleshoot and resolve them quickly, minimising disruption to your business.
  • Continuous Improvement: We work with you to identify areas for continuous improvement, ensuring that your system remains up-to-date and aligned with your evolving business needs.

Latest news

CIS Compliance in Construction: Why Manual Processes Are Becoming a Risk

For many contractors, CIS is one of those processes that works — until it doesn’t. Manual checks, spreadsheets, late nights before submissions, and crossed fingers that everything reconciles with HMRC. It’s familiar,...

What Is a CVR in Construction – and Why They’re So Hard to Get Right Without the Right Data

If you work in construction, chances are you’ve heard the term CVR thrown around regularly. Monthly CVRs, emergency CVRs, “we need to rerun the CVR” CVRs. But what actually is a CVR,...

Embedding AI in a Construction CRM

Practical Value for Preconstruction, Business Development, and Client Engagement Artificial intelligence is moving rapidly from concept to practical productivity in construction. While “AI in construction” is often discussed in the context of...

Copy Project Functionality in Our Construction CRM

One of the most common challenges construction companies face when using a CRM system is managing projects that follow similar patterns. For example, you may tender for a second phase of a...

New Smart Paste Feature

Copy-Paste & Upload Your Way to Faster Data Entry in Power Apps If you’ve ever copied structured data from an email, spreadsheet, or document and then painstakingly filled it into a form...