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D365 Migration Complexity Checker

Evaluate how complex your Dynamics 365 migration will be and get a risk-adjusted timeline estimate in under 3 minutes.

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Current System

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Current System

What are you migrating from?

1. What is your current ERP/CRM platform?

Already on Dynamics (AX, NAV, GP, or older D365 version)

SAP, Oracle, or another major ERP platform

Spreadsheets, QuickBooks, or no formal system

2. How many active users will need the new system?

Under 50 users

50–500 users

500+ users across multiple locations

3. How many years of data need to be migrated?

1–2 years (recent transactions only)

3–5 years of historical records

5+ years with compliance/audit requirements

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Customizations & Integrations

How tailored is your current setup?

4. How many custom modules or workflows exist?

Mostly out-of-the-box with minor tweaks

10–30 custom workflows, reports, or forms

30+ heavily customized modules with custom code

5. How many third-party integrations are in use?

0–3 integrations (email, basic reporting)

4–10 integrations (payment, shipping, BI tools)

10+ integrations including custom APIs and EDI

6. Do you have custom ISV solutions or plugins?

No — only Microsoft-provided functionality

A few third-party add-ons from AppSource

Multiple ISV solutions critical to daily operations

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Data Complexity

How clean and structured is your data?

7. What is your data quality like?

Clean — consistent formatting, few duplicates, well-maintained

Some issues — duplicates exist, some fields incomplete

Messy — significant duplicates, inconsistent formats, legacy data

8. How many database entities/tables are involved?

Under 50 tables (contacts, accounts, basic transactions)

50–200 tables with relational dependencies

200+ tables with complex relationships and custom schemas

9. Do you need multi-currency or multi-language support?

No — single currency and language

Multi-currency OR multi-language (not both)

Both multi-currency and multi-language with regional rules

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Business Process Scope

Which D365 modules do you need?

10. Which Dynamics 365 modules are in scope?

1–2 modules (e.g., Sales + Customer Service only)

3–4 modules (Sales, Finance, Supply Chain, etc.)

5+ modules across Finance & Operations and CE

11. Do you need Power Platform components (Power Apps, Automate, BI)?

No — D365 core functionality is sufficient

Some Power BI dashboards and basic Power Automate flows

Full Power Platform ecosystem with custom apps and AI Builder

12. What compliance/regulatory requirements apply?

Standard business compliance — no industry-specific regulations

Industry regulations (HIPAA, SOX, GDPR) requiring audit trails

Multiple regulatory frameworks with data residency requirements

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Team & Timeline

What resources are available?

13. Do you have an internal D365 or ERP team?

Yes — experienced D365 administrators and developers

IT team familiar with Microsoft ecosystem but not D365-specific

No internal expertise — fully dependent on external partners

14. What is your target go-live timeline?

Under 3 months (aggressive timeline)

3–9 months (standard implementation)

9–18 months (phased rollout)

15. Has your organization undergone a major system migration before?

Yes — with documented lessons learned and change management processes

Yes — but it was difficult and not well-managed

No — this would be our first major system migration

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Risk Factors

What could derail the migration?

16. Is there executive sponsorship for this migration?

Strong C-level champion with dedicated budget approved

Management support but budget still being finalized

No clear executive sponsor — project is IT-driven only

17. Are there parallel projects or system changes happening?

No — D365 migration is the sole focus

Some overlapping projects but separate teams

Yes — major org restructure, M&A, or other system overhauls in flight

18. Is there a hard deadline (e.g., end-of-life, contract expiration)?

Yes — less than 6 months until deadline

Yes — but 6–12 months of runway

No hard deadline — we can plan at our own pace

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⚠️ Key Migration Risks & Mitigations

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