4 Steps for tenant to tenant migration Dynamics 365 Project Operations

Elena Humeniuk

PPM Consultant

Dynamics 365 Project Operations (aka Microsoft Project Operations) is a cutting-edge system for managing projects that integrate with other parts of a company’s operations, such as sales and invoicing. The need to clean up, reduce administrative overhead, and consolidate IT infrastructure to enable business processes has increased the number of tenant to tenant migration Dynamics 365 Project Operations. 

Organizations may need migration for the following reasons: 

• Separate instance for the business unit or group 
• Aggregating data from several tenants or instances within organization 
• Acquisition of the company 
• Migration to a newer version / configuration 

Major Challenges

Microsoft Dynamics 365 Project Operations tenant-to-tenant migration can be quite complex, with numerous workloads to plan for.  

• If you want to do it right, you’ll need a lot of people, and they must be able to handle the complexity of the migration. 
• You must manage the multitude of associated native tools and manual processes. 
• All the above factors make Dynamics 365 tenant-to-tenant migration time-consuming.  
• It requires much manual effort, leading to manually correcting data records. 
• Manual work increases the chances of human error.  

When done incorrectly, Migrating Dynamics 365 to another tenant can lead to significant business disruptions. 

Considering the abovementioned issues, an automated tool that can handle Dynamics 365 data migration is an excellent alternative for project managers to deal successfully with such scenarios. These automated tools significantly reduce the risk of delays, expensive errors, and sometimes even outright failure. 

How to efficiently plan tenant-to-tenant migration

Project Migrator platform enables automated Microsoft Dynamics 365 Project Operations migration between tenants. This cloud-based service is risk-free and may be used by anyone without special knowledge or training. It can easily be done by selecting the necessary data and transferring it to the new tenant. The software supports complete and incremental migrations, and its data-mapping interface is highly customizable. Project Migrator allows for automated transfer of Dynamics 365 data between tenants.  

Steps to Perform Tenant-to-Tenant Migration

Dynamics 365 tenant-to-tenant migration can be automated with the below steps: 

Step 1: Using Project Migrator, connect the source and target environments. You can choose just a few items or all the data at once. 

Step 2: User-friendly object-mapping interface makes establishing a correspondence between fields in the source and the target tenants’ databases simple. 

Step 3: Project Migrator’s in-built features allow user mapping too. It makes it easy to add users to the target group if they are assigned tasks in the source plan that is being migrated. If a group with the same name already exists in the target tenant, this solution will not create a new one. 

Step 4: The last step is to launch the migration. Assess how much data has been transported in the migration summary window.  

Conclusion

There are many obstacles to overcome when migrating between Microsoft Dynamics 365 Project Operations tenants. Human error is the root cause of data loss and accidental deletion. Several items shared by two tenants with the same name also confuse. If you fail to complete a task, you’ll have to migrate again, resulting in delays and financial losses.  

Risks like these can be mitigated using Project Migrator for tenant-to-tenant migration in Dynamics 365 Project Operations. Using this solution to automate your company’s migration has many benefits. 

• Get things done faster. The time and effort saved by using Project Migrator’s Dynamics 365 migration compared to manual transfer is significant.  
• Fix any mistakes you find. Thanks to error-free object mapping, costly do-overs are never necessary. 
• Return on investment. This solution shortens the time spent in transition, which reduces overall costs. Your company’s ROI might improve as a result. 
• Information Security. Project Migrator is a reliable cloud service that operates on the secure Microsoft Azure infrastructure. 

To ensure a smooth transition and save time and effort, you should automate your Dynamics 365 tenant-to-tenant migration. Relying on Project Migrator also reduces the likelihood of delays and missed deadlines during the Dynamics 365 Project Operations migration.