Power Automate

Migrate data from Contract to Entitlement

The Client

Our UK based client had problems with Contract, Contract line and Contract Template after the move to Unified Interface.

The Challenge

As of April 1, 2022, the Contract, Contract Line, and Contract Template entities in Dynamics 365 were deprecated and not supported in future major releases. These functionalities had been replaced by entitlements in the Unified Interface. Since the Classic interface did not support Contract-related functionalities, we opted to migrate the data from Contract, Contract Line, and Contract Template entities to the Entitlement and Entitlement Template entities. However, some records encountered import issues due to duplicate data when using the out-of-the-box Import Data tool in Dynamics 365 Sales. 

The Solution

We optimized data migration to Entitlements by crafting a bespoke Power Automate Flow. By extracting and filtering data from Contracts, we smoothly integrated it into Dynamics 365's Entitlement entities. Leveraging Power Automate's intuitive setup and conditional logic, we expedited migration while maintaining accuracy and relevance.

Other Features

• Data Cleansing and Deduplication: Prior to migration, conduct thorough data cleansing and deduplication processes to identify and resolve any duplicate or redundant records within the Contract entities, ensuring data integrity and minimizing import issues.
• Mapping and Transformation: Implement robust mapping and transformation rules to map fields and data between Contract and Entitlement entities, considering any differences in schema or data structure, and ensuring seamless migration without loss of information.
• Incremental Migration: Design the migration process to support incremental data migration, allowing for the transfer of large datasets in manageable batches and minimizing disruption to ongoing business operations.

The Result 

The implementation of our comprehensive solution facilitated a seamless transition from Contracts to Entitlements for the client. Utilizing Power Automate expedited the migration process and minimized errors related to duplicate data, ensuring data accuracy and integrity.

Moreover, additional features such as user training, data validation, and change management strategies were incorporated, contributing to a smooth and successful transition. This empowered the client to leverage the full potential of the Entitlements framework within Dynamics 365.