Dynamics 365 CE Data Migration Consultant

The primary focus of this role is to plan, build, test and deliver complex data migrations from legacy Microsoft Dynamics CRM environments into Dynamics 365 CE, using established product templates and client-specific requirements. The consultant will work across multiple concurrent client projects, supporting the migration of core CRM data, associated records and relationships while ensuring data quality, reconciliation and a controlled transition into the target platform.

Alongside migration delivery, the role will provide specialist support for data cleansing activities where required, including data analysis, deduplication, transformation, validation and remediation. The consultant will work closely with data analysts, product specialists, client stakeholders, technical teams, testers and project management to deliver reliable, client-facing outcomes, * Act as a technical subject matter expert for Microsoft Dynamics 365 CE data migration activity across multiple client replatforming projects.

• Review source-system data and map legacy Microsoft Dynamics CRM entities, fields, relationships and reference data to the Dynamics 365 CE target data model.
• Design, build, test and execute migration scripts, packages and repeatable migration processes for core CRM entities and associated data.
• Support data extraction, transformation, loading and reconciliation activities, using appropriate migration and data integration tools.
• Investigate and resolve migration issues, including data quality defects, missing records, invalid relationships, mapping problems and migration exceptions.
• Validate migrated data through record counts, sampling, reconciliation reports and functional testing in collaboration with client teams and test resources.
• Support migration rehearsal cycles, cutover planning, production migration activity and post-migration verification.
• Work closely with product and client technical teams to understand target-environment configuration, dependencies, security constraints and migration readiness requirements.
• Provide technical input into migration estimates, delivery plans, assumptions, risks and dependencies.
• Maintain clear technical documentation, including mapping specifications, migration runbooks, validation outputs, issue logs and handover materials.
• Support client workshops and working sessions to clarify data requirements, agree migration approach and resolve delivery blockers.
• Assist with post-go-live troubleshooting and data remediation where required.

Data Cleansing and Data Quality Responsibilities

Although migration delivery is the primary focus of the role, the consultant must also be able to support structured data cleansing activities that prepare client data for migration or improve the quality of existing Dynamics environments.

This may include:

• Analysing source data to identify duplicate, incomplete, inactive, invalid or incorrectly linked records.
• Supporting the design and execution of data cleansing scripts and controlled bulk-update activities.
• Applying agreed rules for deduplication, standardisation, enrichment, transformation and record deactivation.
• Supporting rollback planning, testing and controlled execution for data cleansing activities.
• Working with business and technical stakeholders to validate cleansing rules and assess downstream impacts.
• Producing data quality findings, exception reports and recommendations for remediation., The programme supports legal-sector clients moving from legacy Microsoft Dynamics CRM environments to Dynamics 365 CE-based CX365 platforms. Each migration follows an established product-led template while accommodating client-specific data structures, configuration and operational requirements.

Typical activity includes:

· Reviewing and mapping legacy CRM data to the CX365 target model.

· Migrating core entities, related records, historic information and reference data.

· Validating record counts, data relationships, field values and usability in the target environment.

· Supporting migration rehearsals, cutover planning and production deployment.

· Resolving migration defects and providing post-go-live support.

Data Cleanse and Data Quality Support

Many clients hold large, long-established CRM datasets that have developed across different teams, processes and historic system configurations. Data cleansing may be required before or alongside migration to improve the quality, consistency and usability of the data.

Typical activity includes:

· Identifying and managing duplicate contacts, organisations and related records.

· Standardising and validating key customer data fields.

· Deactivating obsolete, inactive or invalid records in line with agreed business rules.

· Correcting data relationships and improving the quality of linked CRM records.

· Preparing data for safe, controlled migration into Dynamics 365 CE.

· Proven experience delivering data migration projects involving Microsoft Dynamics CRM and/or Dynamics 365 Customer Engagement.

· Strong practical understanding of the Dynamics 365 CE data model, including entities, fields, relationships, activities, owners, teams, business units and reference data.

· Experience mapping, transforming and migrating high volumes of CRM data between legacy and target environments.

· Experience building and executing migration scripts or packages using relevant tools, such as KingswaySoft, SSIS, SQL Server, Azure Data Factory, Power Platform tools or equivalent data integration technologies.

· Strong SQL and data-analysis capability, including the ability to investigate data quality issues, validate migration outputs and reconcile large datasets.

· Experience of data cleansing, deduplication, transformation, validation and bulk-data remediation activities.

· Understanding of Dynamics 365 CE configuration and how workflows, plugins, integrations, customisations and security settings can affect migration activity.

· Experience supporting test cycles, user acceptance testing, migration rehearsals, cutover activity and post-go-live support.

· Ability to work independently while collaborating effectively with project managers, business analysts, data analysts, testers, product teams and client stakeholders.

· Strong documentation skills, including the ability to produce mapping documents, technical runbooks, reconciliation reports and migration handover materials.

· Experience working within Agile, hybrid or project-based delivery environments.

· Comfortable working across several client projects at once, managing priorities and communicating risks early.

Desirable

· Experience of legal-sector CRM, case-management or customer-engagement platforms.

· Experience migrating data into Litera CX365 or similar Dynamics 365-based legal technology products.

· Experience with Power Platform, Dataverse, Power Automate and Dynamics 365 integrations.

· Familiarity with Azure-based data integration and cloud infrastructure.

· Experience working with APIs, middleware and integration platforms.

· Experience supporting controlled data cleansing activities in production environments, including backups, rollback procedures and change approvals.

Duration of the contract: initially 6 months with the possibility of extension - contract FTC (full-time), * 25 days holiday, plus bank holidays plus birthday paid each year

• Sick leave following probation (20 days per each rolling period each year)
• Pension contribution is 10% employer from qualifying earnings following auto enrolment after 3 months service
• Private medical insurance via AXA after 6 months of service
• Life assurance (5 x salary) after 6 months’ service
• Access to Perks At Work after 6 months service
• Access to a free Eye voucher with Specsavers and a Flu vaccination with Boots
• Access to the cycle-to-work scheme
• Enhanced parental leave

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