Three Key Considerations

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Three Key Considerations

for a Successful Migration to Dynamics 365

June 24, 2021

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1 Benefits of Moving to the Cloud

2 Three Key Considerations when Migrating to D365

3 Assessment Tool

4 Best Practices for Employee Adoption and Training

5 ^{Case Study}

6 Dynamics 365 Features Comparison Matrices

Agenda

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Top 5 Benefits of Moving to the Cloud

1.Improves security and enables

compliance

2.Cost reduction

3.Promotes teamwork and innovation

4.Simplifies IT management

5.Promotes agility

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Why D365?

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• Improved security, privacy, and reliability of your Dynamics ecosystem.

• Take advantage of Microsoft’s annual $1 billion investment in security and built-in disaster

recovery along with 24/7 technical support to ensure cybersecurity.

• Enables scalability and flexibility by providing the ability to quickly activate and deploy new users.

• Allows you to connect your data for a 360- degree view of your business. Allows native

integration with Microsoft 365, SharePoint, Power BI, and many others.

• Provides access on virtually any device and with any browser or platform.

• Empowers your team with access to innovations such as AI, Power Apps, and Power Virtual Agent.

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Key 1: Dynamics Complexity

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Multiple Tenants/Organizations

If present, need to assess each

individually. May have impact on feasibility of “lift and shift” migration.

Schema Customizations

• Custom Columns (fields) in base Tables

• Custom Tables/Forms/Views/Business Rules

• Custom Dashboards/Charts

Out-of-box or Power BI?

• Custom Processes

• Dialogs • Business Processes

• Workflows • Power Automate Flows

Custom Code

• Web Resources

• Custom images

• Custom JavaScript

• Custom Web Controls

• Workflow Assemblies

• Plug-ins

UCI Compatibility

• Screen reorganization

• Deprecated code structures and objects

• Dialogs no longer supported

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Key 2: Integrations with Other Systems

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Supported Direct Integrations

• Outlook/Outlook 365/Office 365

• SharePoint/SharePoint Online

• Third-party Managed Solutions

• SSRS Reports

Supported Integration Solutions

• Scribe

• B2B Solutions

• SSIS/Scheduled Jobs

Unsupported Integrations

• Local applications that access on-premise Dynamics SQL Server directly instead of through Dynamics object layer

• Non-Dynamics Data objects created directly in the Dynamics SQL Server database

• SQL tables

• SQL views

• SQL triggers

• SQL stored procedures

If present, these must be removed prior to a

“lift and shift” data migration.

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Key 3: Data and Data Quality

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Data Migration Type

• Complete: migrate all data to D365

• Partial: determine subset of records needed to migrate

• Best Practices:

• Keep lookup data

• Keep active core records and

subset of recently-deactivated core records

• Ensure that records to be migrated are owned by active users

• Archive data that are not migrated?

• If multiple tenants/organizations, do strategies differ between them?

On-premise DB size is a consideration

If DB is large and the subset of

required data is more than half of the entire set of records, it may make

sense to perform a complete “lift and shift” even if only partial data are

required, then remove non-required data.

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High-Level Framework

Catapult’s OP2OL Approach

Assessment

Initiation Discovery Analysis Review

• Client completes initial questionnaire

• Conduct kickoff meeting and identify client

resources and their related roles

• Utilize the Platform Assessment Tool (PAT) to collect initial data

• Share results and provide a roadmap of

the D365 solution overview

• Show functional demo of Dynamics to understand how the client is using Dynamics to manage business

processes

• Catapult analyzes the PAT data

• Catapult begins assembling results and observations

• Catapult begins preparing the final presentation

• Catapult delivers the final presentation

• Makes recommendations for the migration path, related timetable, and resource commitment

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Assessment Tool

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• Run the tool in the on- premise environment

• Provides insight into the

effort required for specific areas of the on-premise

environment to be

migrated successfully to

D365

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Ensuring Employee Adoption

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Early and consistent communications

• Multi-channel

• Customized messages

Identify resistors

• Conversion approaches

• Coaching

• Executive sponsorship

Training

• Multi-channel

• Participatory

• Start small

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Situation The The

Solution The

Results

Leveraged Dynamics 365, with a and workflows, as well as large ETL’s to process provider data

Migrated from on-prem Dynamics to D365.

Implemented D365 Sales module as well as

Universal Resource Scheduler to coordinate

appointments across disparate locations.

A Large Federal agency struggled to stay current

with CRM updates.

Implemented CRM to track resources and schedule clients. On-prem Dynamics

had limited

functionality, did not have the latest security

updates and was expensive.

Executive departments now

leverage their data and insights are found quicker. D365

helped streamline processes &

improve customer

interaction and support.

Updating Dynamics ensured latest security measures and

508 Compliance for

accessibility for users with disabilities.

Reimagining Customer Service with D365

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Dynamics Features Comparison

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Source: Microsoft Corporation

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Dynamics Features Comparison

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Dynamics Features Comparison

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Dynamics Features Comparison

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Dynamics Features Comparison

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Dynamics Features Comparison

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Dynamics Features Comparison

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Questions & Answers

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Contact Us

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Spencer Stern

[email protected]

John Wilson

[email protected]

Dynamics Practice Director Senior Lead Consultant

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Dynamics On-Prem to Online Assessment

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Innovate with a turnkey solution in the cloud and integrate every part of your business.

How it works:

Step 1 - Guided Discovery and Assessment: We assess your current environment and resources. We identify migration, cloud platform and customization readiness. We also discover your business goals and needs.

Step 2 - Analysis: We analyze your environment posture, identify your technical opportunities, and assess your organizational readiness.

Step 3 - Roadmap Delivery: Catapult creates a roadmap to ensure a successful

migration to Dynamics 365, including timeline and resources commitment. Catapult’s roadmap makes sure your company efforts yields results and the ROI of your

investment in Dynamics 365 leads to profitability.

https://get.catapultsystems.com/dynamics-on-prem-to-online-assessment/

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How did we do?

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Three Key Considerations