Dynamics 365 Data Migration

I’m moving our Dynamics 365 deployment from on-premises to the online version and want every record to come across cleanly using XRM Toolbox. My source environment is fully prepared, so the files and connections are ready for you to plug into immediately.

The scope covers the heavier-traffic tables—Accounts, Contacts, Opportunities—as well as Leads, Orders, Marketing Lists and any related child tables that appear during the process. I need each record migrated with its existing field values, audit history where possible, and all lookups kept intact so users can pick up right where they left off.

What I expect from you
• Configure XRM Toolbox (Data Transporter / Bulk Data Updater or your preferred plugins) against both environments
• Build and execute the mappings for the entities listed above, including any dependent entities you discover along the way
• Run incremental passes until record counts match and validation checks out
• Supply a brief hand-over note describing the steps taken, plugins used, and any field-level or relationship exceptions

If you have a proven track record moving large Dynamics datasets with XRM Toolbox and can begin shortly, I’d like to hear how you’d tackle this.