Key Responsibilities

Data Migration Design & Planning

- Design and execute end-to-end data migration strategies for Dynamics 365 CE / Dataverse.
- Analyze source-system data structures, relationships, dependencies, and data quality.
- Define migration approaches for standard and custom Dynamics 365 entities/tables.
- Develop source-to-target mapping, migration sequencing, business rules, and validation strategies.

ETL & Data Transformation

- Develop and execute ETL processes for extracting, transforming, and loading data into Dynamics 365 / Dataverse.
- Implement data cleansing, standardization, enrichment, and transformation rules.
- Handle data type conversions, field mappings, default values, lookups, relationships, and reference data.
- Build reusable migration scripts and processes while ensuring compliance with the Dataverse data model.

Duplicate Management, Matching & Survivorship

- Design and implement duplicate detection and matching logic for CRM data.
- Define matching criteria across customer and CRM records.
- Implement merge rules and survivorship logic to identify and retain master records.
- Identify and resolve data-quality issues before production migration.

Migration Execution

- Perform data profiling and migration-readiness assessments.
- Execute development, testing, and trial/mock migration loads.
- Manage migration sequencing and dependencies across CRM entities.
- Execute production migration, cutover activities, and post-production validation.

Reconciliation & Data Validation

- Establish source-to-target control totals and reconciliation mechanisms.
- Perform record-count, field-level, relationship, and lookup-integrity validation.




- Identify and investigate discrepancies between source and target systems.
- Prepare migration validation and reconciliation reports.

Defect & Exception Management

- Analyze failed records, rejected records, transformation errors, and data-quality exceptions.
- Perform root-cause analysis and implement appropriate remediation.
- Collaborate with functional and technical teams to resolve migration defects.
- Re-run corrected migration loads and maintain exception logs and remediation documentation.

Collaboration & Documentation

- Work closely with Dynamics 365 Functional Consultants, CRM Developers, and Integration Teams.
- Support SIT, UAT, migration rehearsals, production cutover, and post-go-live activities.
- Prepare migration mapping documents, technical specifications, validation reports, and runbooks.
- Provide technical support during migration workshops and issue-resolution sessions.

Migration ScopeThe candidate should have hands-on experience migrating CRM data across entities including:
- Accounts
- Contacts
- Leads
- Activities
- Opportunities
- Quotes
- Products
- Price Lists
- Supporting & Reference Data

Experience managing relationships, dependencies, lookups, and sequencing across CRM entities is highly desirable. What We’re Looking For

- Solid hands-on experience with Microsoft Dynamics 365 CE / Dataverse data migration.
- Experience with ETL, data transformation, cleansing, mapping, validation, and reconciliation.
- Strong understanding of CRM data models, entity/table relationships, lookups, and dependencies.
- Experience with duplicate management, matching, merging, and data survivorship.
- Ability to manage migration activities across development, SIT, UAT, mock migration, and production cutover.

📌 Data Migration Developer – Microsoft Dynamics 365 CE / Dataverse (Newtown)
🏢 Inceptial Technologies
📍 Newtown