Legacy → D365 Finance & Operations · Local AI
Migrate your data to D365 without it ever leaving your walls.
We move legacy system data into Dynamics 365 F&O with AI-assisted field mapping, cleansing and validation — and the AI runs locally inside your environment, not in someone else’s cloud.
Your data never leaves your environment.
Local models, not cloud uploads
The AI assistance runs on models installed inside your infrastructure. No third-party processing of your records.
Privacy posture stays intact
Financial and customer records stay behind your own firewall — nothing to renegotiate with stakeholders or regulators.
Consultant-reviewed output
AI accelerates the mapping and cleansing; certified D365 consultants review and sign off every decision.
How it works
From legacy extract to a clean cut-over
Profile & map
We profile your legacy data and build the field map to D365 F&O — AI-assisted, consultant-reviewed.
Cleanse
Duplicates, gaps and inconsistencies surfaced and resolved against rules you approve.
Validate
Data validated against D365 configurations and business rules before anything is loaded.
Trial load & reconcile
Full trial loads into UAT/DEV with reconciliation reports — surprises happen there, not at go-live.
Cut over
A rehearsed final migration, executed to a runbook your team has already seen work.
Local
AI models — zero cloud upload of your data
Reconciled
trial loads before every cut-over
Reviewed
every AI-assisted mapping signed off by consultants
UAT/DEV
all rehearsal happens off your live system
Deliverables
What you walk away with
A complete field-mapping workbook — AI-accelerated, consultant-reviewed
Cleansing rules with an audit trail of what changed and why
Validated load templates for every migrated entity
Reconciliation reports from trial loads — source vs. loaded, line by line
A cut-over runbook rehearsed on UAT/DEV before the real night
Support through cut-over weekend from the same team that built it
Migrating means retesting: pair your migration with our flagship test automation so every trial load is verified by an automated regression suite, not by hand.
Engagement
Conservative where it counts
Weekly progress reporting throughout the migration
Month-to-month flexibility — stop anytime if deliverables don’t satisfy
All work on UAT/DEV until you give the cut-over signal
Get started
Tell us what legacy system you’re leaving behind.
We’ll show you how the data maps across — and how little of it ever leaves the building.
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