Dynamics 365 Data Conversion Services

Dynamics 365 Data Split

Multi-Company Data Split

Need your Dynamics 365 Account data split into multiple new entities, we have a solution for you. CSC provides full Transaction History and List Data “split” services using any filter criteria required. We’ll then build out all your new Dynamics 365 entities from your original source split data.

Dynamics 365 Data Merge

Multi-Company Data Merge

Combining multiple source Dynamics 365 Accounts into one new Company using Classes as dimension codes to tag each entities Transaction History data.

Merge any combination of Dynamics GP, SL, AX, NAV or 365 using our AI-Powered Data Merge Services.

Dynamics 365 Data Repair

Data Corruption Repair

CSC can repair damaged data in Dynamics 365 or Dynamics GP to fix and rebuild corrupted Company data. We’ll use our direct database data extraction app to recover and repair all your critical business data out of any Dynamics 365 Account or On-Premise database.

Dynamics 365

Microsoft Dynamics 365 ERP

Microsoft Dynamics 365 is a cloud-based suite of business applications that unifies and optimizes enterprise resource planning (ERP) and customer relationship management (CRM) functions in a single platform. Its core features include modular apps for specific business areas like sales, customer service, marketing, finance, and supply chain management, allowing organizations to start with what they need and scale as they grow.

Dynamics 365 integrates with other Microsoft products, such as Microsoft 365, the Power Platform, and Azure, to provide real-time insights, automate workflows using AI and Copilot, and ensure data security. These capabilities help businesses break down data silos, improve efficiency, enhance customer engagement, and enable data-driven decision-making.

Dynamics GP

Microsoft Dynamics GP

Microsoft Dynamics GP is an enterprise resource planning (ERP) software designed for small to mid-sized businesses, offering core functionalities to streamline and automate business processes.

Its features include comprehensive financial management modules for general ledger, accounts payable, accounts receivable, and fixed assets, as well as tools for budgeting and cash flow management. The software also supports supply chain optimization with features for inventory control, purchasing, and order processing.

For human resources and payroll, Dynamics GP provides capabilities for managing employee data, time tracking, and benefits administration. Other key features include project accounting to track costs and billing, powerful business intelligence tools with Power BI integration, and customizable workflows to match specific operational needs. The system is built on Microsoft SQL Server for robust data management and can be deployed on-premises, in the cloud, or in a hybrid environment, an ERP platform that will continue to for years into the future.

Microsoft Dynamics 365 for Finance and Operations

MS Finance & Operation

Microsoft Dynamics 365 for Finance and Operations (D365 F&O) is a cloud-based enterprise resource planning (ERP) solution designed for medium to large enterprises, offering a suite of features to streamline and automate core business processes.

Though now sold as two separate, but deeply integrated, applications—Dynamics 365 Finance and Dynamics 365 Supply Chain Management—its capabilities provide comprehensive coverage for finance, manufacturing, and operations. Key features include global financial management with multi-currency and multi-entity support, AI-driven forecasting for finances and demand, real-time inventory and warehouse management, and advanced production and asset management capabilities.

D365 F&O also provides advanced analytics through Power BI integration and automates tasks with embedded AI and Copilot features to enhance decision-making, boost operational efficiency, and ensure global regulatory compliance.

Dynamics 365 Data Conversion Services

Chart of Accounts Design

Consulting services for a Chart of Accounts (COA) focus on establishing a scalable and logical framework that enhances financial reporting, supports strategic decision-making, and ensures compliance. For CPAs, CFOs, accountants, and business consultants, these services involve designing a new COA, restructuring an existing one to eliminate inefficiencies, merging multiple COAs after an acquisition, or splitting a COA for new legal entities.

Class (Dimension) Design

CSC experts address the needs of CPAs, CFOs, Accountants, and Business Consultants, data services focusing on multi-level class and dimension code design are crucial for providing granular, flexible, and accurate financial reporting and analysis.

Robust data architecture and dimensional modeling can transform raw financial data into a strategic asset that enhances decision-making and supports growth.

Jobs/Project Design

or accounting and consulting professionals, advising clients on Dynamics 365 Job Costing and the new Project features presents a significant opportunity to drive greater operational efficiency and profitability.

Dynamics 365 provides a comprehensive project financial management platform for more complex, growing businesses.

List Data

Data Conversion of your Chart of Accounts, Classes, Customers, Jobs and Projects, Vendors, Items, Vendors, Employees, Sales Tax, Price Levels, Payment Terms, Payment Methods, Shipping Methods and Fixed Asset Items can be included for any project. CRM, Inventory, Project Management and Human Resource List Data is also converted to Dynamics 365.

Transaction History

Full Transaction History can be converted from over 100 different data sources using our proprietary CSC AI-Powered Data Conversion, Data Cleanup and Data Mapping Technology perfected over the past twenty-five years

Financial Reports

The Dynamics 365 Financial Reporting module provides robust, real-time tools to analyze and present financial data. It offers hundreds of configurable, prebuilt reports for financial statements and enables users to create custom reports with various layouts to suit different audiences.

The module allows for multidimensional analysis, combining financial and operational data for deeper insights into business performance across different departments, subsidiaries, and other criteria.

Inventory

The Dynamics 365 inventory management module offers a comprehensive, real-time, and automated approach to tracking and controlling inventory across multiple locations and sales channels.

As an integrated component of the NetSuite ERP system, it provides a single, unified view of inventory to optimize stock levels, prevent stockouts and overstocking, and improve cash flow. Key features include advanced demand planning that uses historical and seasonal data to forecast future needs and automate replenishment processes.

The module also supports multi-location fulfillment, cycle counting for accurate stock checks, and traceability through lot and serial numbers, all of which minimize manual errors and boost operational efficiency.

Data Cleansing

CSC uses our AI-Powered Data cleansing technology for all Dynamics 365 data conversion projects.

This technology is a systematic process of identifying and correcting errors, inconsistencies, and inaccuracies in data to improve its quality before migration.

The goal is to ensure the converted data is reliable, accurate, and structured correctly for the new Dynamics 365 Company

Data Corruption Repair

The most common Dynamics 365 data corruption issues typically arise from problematic data migration, integration complexities, and poor data governance practices.

Data migration can cause incomplete records, mapping errors, and duplicated entries when moving from a legacy system. Issues often compound during third-party integrations, resulting in inconsistent data formats, sync failures, and errors during transfers between systems.

Additionally, insufficient user training and a lack of standardized data entry protocols can lead to manual mistakes, outdated information, and incomplete fields. These problems, combined with inadequate testing and weak security settings, can compromise data integrity and lead to inaccurate reports, broken workflows, and financial discrepancies.