Data migration methodologies

Let’s use an example of a company moving from a simple desktop accounting program to D365. All the data that they have in the existing software is only related to financial transactions. The version of their accounting software uses a localized database for all of the records and does not have a way to connect to external systems. All of the inventory they have in their warehouse is kept in a number of Excel spreadsheets. They also use the FedEx© online tool for calculating shipping costs when they have to ship items out to customers. They find that they are often retyping information into the online tool and are very inefficient.

The spreadsheets are often incorrect as well, due to the manual nature of how they have to be updated. Often, two or more people will be picking items for shipping. Once the first picker takes an item and the second goes to pick something, they will often find the inventory list doesn’t match what’...