Today, I co-hosted a webinar with Cobalt’s Director of Product Development, Michael Ochs. We discussed why Cobalt created Migration Dynamics and then watched Mike migrate a Dynamics 2011 CRM instance to Dynamics 365 online, live during the presentation.

We discussed the demand to move from on-premises to online, thanks to the online ease of deployment, seamless upgrades, and powerful integrations with Office 365 and Power BI. Additionally, Microsoft recently announced they’re changing the update delivery for Dynamics 365 to be continuous, so organizations will need to have the most recent version of Dynamics 365. Scheduling options for updates will only support older versions until the cut-off; another signifying step towards online as a focus for Microsoft.

We discussed the previous options for getting from on-premises to online:

  1. Built-in Microsoft import tools, the most cost-effective option. Cobalt found, however, that these tools are not great for migration since using those text files, you need to make multiple passes and will likely lose relationships and data. Plus, people can’t use the system while you are running the migration.
  2. Third party applications like Scribe or Kingsway Soft, powerful tools for data integration. The challenge when migrating data with these tools is that you need to be intimately familiar with the data and relationships and understand the complex rules for creating data in Dynamics 365.

Cobalt created Migration Dynamics to bridge the gaps we found in other tools on the market.

In Mike’s live demonstration, we saw how Migration Dynamics can reduce downtime and effort. By using the metadata available in Dynamics 365, Migration Dynamics determines the best path to reduce orphaned data and ensure no data is left behind. This solution was custom built to address all the intricacies of CRM data that are not found in other relational databases, resulting in a true, purpose-built migration tool.