Create a data migration strategy for Dynamics 365 solutions

Solution Architect
Functional Consultant
Dynamics 365
Customer Insights - Journeys
Customer Service
Field Service
Supply Chain Management
Project Operations
Human Resources

The overall goal of the Success by Design framework is to ensure a successful customer outcome for each implementation. The Data migration strategy workshop is designed to help ensure that the approach to data migration is heading for success.

Learning objectives

In this module, you will:

  • Learn about the best practices of data migration.
  • Discover how data migration relates to and can affect a project.
  • Learn how to prepare and conduct the Data migration strategy workshop.


  • Basic understanding of data migration
  • Functional consultant and developer knowledge
  • Previous experience as a solution architect on a project is helpful
  • Download an example of the template for this workshop from GitHub location