CRM Data Migration Services By WME
Move Your Records Into Dynamics 365 Without Losing a Thing
What CRM Data Migration Actually Involves
CRM data migration is the structured transfer of customer and business data into Dynamics 365, requiring alignment between source and target systems.
CRM Data Migration Requires Careful Mapping
Data mapping between platforms is rarely clean. Structures and formats often differ, so even basic fields like names, emails, and phone numbers need precise alignment to transfer correctly.
Poor Migration Creates Bigger Issues
If done incorrectly, the new CRM inherits old problems plus new ones, including duplicates, missing data, and broken relationships.
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CRM Data Migration Process. End-to-End Execution
DATA AUDIT
Data audit of existing and legacy systems
DATA MAPPING
Data mapping between source and target CRM platforms
DATA CLEANSING
Data cleansing to remove duplicates and inconsistencies
TEST MIGRATION
Test migration using sample datasets
FULL DATA TRANSFER
Full data transfer into Dynamics 365
DATA VALIDATION
Post-migration data validation and checks
Each step ensures data accuracy, maintains customer relationships, and prevents data loss during system migration.
Key Data Migration Challenges
- Duplicate records carried over from the old system
- Historical data that doesn’t survive the transfer intact
- Data quality issues that go undetected until users are live
- Data flows that break silently mid-transfer
Custom fields with no direct match in Dynamics 365
Triggers usually include outdated legacy systems, high Salesforce licensing costs, or scattered spreadsheet data with no single source of truth.
Switching is right, but without planning, migration becomes the problem.
Signs It's Time to Move to Dynamics 365
What You're Actually Moving And Where It Lands
Migrating Oracle databases means moving schema, business logic, SQL code, and data, not just flipping a switch.
From the Oracle Environment
- Oracle DB schema, stored procedures, views, triggers
- PL/SQL business logic across every layer of the source database
- Data types requiring explicit data type mapping
- Source table structures, source schema, data source connections
- Oracle SQL Developer scripts and SQL scripts built into daily operations
To Microsoft SQL Server on Azure
- Azure SQL Database or Azure SQL Managed Instance
- SQL Server Schema rebuilt and validated
- Converted database objects tested before data migration begins
- High availability and security features configured natively
- Microsoft Azure as the long-term infrastructure home
The migration process is a full workload transition. Every layer gets touched.
Migrate Oracle to SQL Server on Azure. WME runs the migration project start to finish.
Schema Conversion
Oracle and SQL Server handle schema structures differently. CREATE TABLE syntax, identity columns, TIME ZONE handling, and ROWCOUNT behavior require the database schema to be rebuilt for SQL Server instead of copied directly.
PL/SQL and SQL Code
PL/SQL does not run on SQL Server. Business logic, SQL scripts, and Oracle-specific functions must be rewritten into T-SQL and reviewed individually.
Data Type Mapping
Oracle data types do not map cleanly to SQL Server. Column-level data type mapping is required to avoid truncation, failed INSERT statements, and data integrity issues after cutover.
INSERT Statements at Scale
Bulk INSERT behavior differs between Oracle and SQL Server. Data migration testing validates INSERT performance, locking behavior, and table integrity before production cutover.
To convert from Oracle to SQL Server, four things must be done correctly. Miss any one, and the migration project fails at go-live.
Convert Oracle – The Technical Work, Without the Jargon
SQL Server Migration Assistant. The Starting Point, Not the Finish Line
SSMA assesses the Oracle database and partially converts schema objects, while generating detailed conversion reports and mapping outputs for manual review.
It handles straightforward database objects well, while flagging data type mapping issues and SQL code requiring manual review.
What SSMA Doesn't Handle
- Complex PL/SQL business logic
- Oracle SQL Developer script dependencies
- Linked server configurations in the target environment
- Application-layer SQL code with Oracle-specific functions
Edge-case data type mapping it flags but can’t resolve
To migrate Oracle fully, automation gets you 60–70% of the way. The rest is engineering.
Resolve data type mapping before large-scale data migration
Run SSMA assessments before converting Oracle objects
Validate business logic in the target database early
Review linked server and data source dependencies independently
Benchmark   SQL Server performance before cutover
Treat Oracle migration as an iterative process instead of a single-pass task
What We Follow on Every Migration Project
Exit Oracle. For Good.
The next Oracle audit doesn’t need a recovery plan. It needs a migration project.