Data migration to
D365 with Azure Data Factory

Client Overview

A leading Japanese international advertising agency, among the top five globally, faced performance issues with Microsoft AX2012 and other tools like Tally, FAMS, and ADAMS for finance and operations. Due to the large customer base and high transaction volume, the client struggled with system performance and lacked an integrated view across platforms. To address these issues, client was advised to migrate to Microsoft Dynamics 365 F&O for a seamless, holistic experience with cloud integration and reporting.

Challenges

Complex Source Systems

Financial data was dispersed across multiple systems, requiring thorough analysis.

Data Integration & Storage

Integrating data from diverse sources into a common storage required in-depth expertise in ETL tools.

Data Integrity & Reporting

Ensuring data accuracy and applying validation rules throughout migration was complex.

Source-Target Mapping

Differences in data models between systems required expert mapping for smooth migration.

Cost Management

Efficient resource utilization was critical to avoiding cost overruns during migration.

Solution
Delivered by Our Company

Data from different sources other than AX2012 are copied to ADLS2.o as a raw copy and then from raw to Azure SQL Server stage schema. While AX2012 data is copied directly to Azure SQL Server staging schema. Once data is available in SQL Server, all business rules, validation and transformation are executed inside the stored procedures. SPROCs execution ensures that data would be segregated as valid and invalid records. Transformation logic converts source data into required format by the target system(D365). Transformed data is pulled from SQL Server then ingested to D365 using Logic App

Reports are generated over source and transformed data, to give holistic view of data movement b/w source to target. These reports are validated by business user to understand the rejection reasons for records and decision is taken on either refinement/amendment or relaxing of business validation rules during subsequent ETL UAT phases.

Source-Target Mapping

Detailed entity and field mapping ensured accurate data lineage from AX2012, FAMS, Tally, and other systems to D365.

Data Migration

Data is extracted from different source systems using Azure Data Factory and stored as a raw copy to ADLS (Azure Data Lake) Gen2.0. Validation & Transformation rules are applied in Azure SQL Server Stored Procedures.

Architectural Solution

An optimized cloud architecture was developed using Azure Data Factory, Azure Data Lake (ADLS), and SQL Server for data migration.

Rigorous Testing

Multiple ETL cycles and validation rules ensured accurate data migration to D365, with users trained on the new system.

Our
Conclusion

The migration to Dynamics 365 was successful, delivering enhanced performance and integration. Legacy systems were decommissioned after data validation and user training, providing the client with an efficient, modern financial operations platform.

Impact delivered

20%

Operation efficiency by

15%

Increase customer satisfaction