Post by TrueNorth IT

Here's something that comes up on Dynamics 365 CE projects... A few weeks in, someone pulls up the data that's going to be migrated across from the old system, and it's not quite what anyone hoped. There's six years of contacts, half of them out of date, there's three different ways of recording the same type of customer. Our favourite? A notes field that's become a catch-all for everything nobody knew where else to put. It's not anyone's fault, it's just what happens when an organisation outgrows its systems gradually. The good news is that messy data doesn't have to derail a CE project, but it does need to be dealt with, and early on as part of the project plan. What does that look like in practice? It means deciding which records genuinely need to come across, not necessarily migrating six years of noise. It means agreeing as a team on the definitions that matter, such as what a live opportunity looks like, when a contact becomes a customer, who owns what. And it means setting up CE in a way that makes keeping data clean a straightforward process, not an extra job on top of everything else. We talk about this early with every client we work with, not to add complexity, but to save it. If you're thinking about a CE project and want an honest picture of what to expect, we're always happy to have that conversation. Just message any member of our team. #Dynamics365