The Client
Our UK based client had problems with Contract, Contract line and Contract Template after the move to Unified Interface.
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Customer Service
Migrate data from Contract to Entitlement
The Contract, Contract Line, and Contract Template entities are deprecated and will not be supported from April 1, 2022. They will be removed in a future major release of Dynamics 365. This functionality has been replaced by entitlements in Unified Interface. In the Classic interface, the client wasn’t able to use the functionalities related to Contract. So, we decided to move the data from Contract, Contract Line, and Contract Template entities to the Entitlement and Entitlement Template entities. But some of the records weren’t getting imported due to duplicate data using OOTB Import data tool of D365 CRM.
The Challenge
What Was Holding the Business Back?
The deprecation of Contract entities in Dynamics 365 required a reliable migration strategy while preserving business data and avoiding duplicate record issues.
Deprecated Model
Contract-related entities were no longer supported, requiring migration to the Entitlement framework.
Import Errors
Duplicate records prevented successful migration using the standard Dynamics 365 import utility.
Data Mapping
Differences between Contract and Entitlement structures required accurate field transformation.
Business Continuity
Migration needed to occur with minimal disruption to ongoing customer service operations.
Objective
What We Set Out to Achieve
Deliver a secure and accurate migration from Contract entities to Entitlements while eliminating duplicate data, preserving business information, and ensuring compatibility with Microsoft Dynamics 365 Unified Interface.
Our Approach & Solution
How We Delivered Results
Designed an automated migration framework using Power Automate to cleanse, transform, and migrate contract data into the Dynamics 365 Entitlement model.
Data Extraction
Retrieved Contract, Contract Line, and Contract Template records for migration preparation.
Data Cleansing
Removed duplicate records and validated business data before migration to ensure integrity
Smart Mapping
Applied transformation rules to accurately map legacy Contract data to Entitlement entities.
Flow Automation
Implemented Power Automate to execute incremental migrations with validation and error handling.
Incremental Loads
Migrated records in controlled batches to minimize operational impact and improve reliability.
Validation Rules
Verified migrated records to ensure completeness, consistency, and business accuracy.
Error Handling
Reduced migration failures by implementing duplicate detection and exception management.
Future Ready
Prepared the CRM environment for continued support using the Dynamics 365 Unified Interface.
Results & Impact
The Outcome
The migration successfully modernized the client's CRM environment by eliminating legacy dependencies, improving data quality, and ensuring a smooth transition to the Entitlement framework.
Zero
Data Loss
Clean
Records
Smart
Migration
Ready
Unified UI
Conclusion
The Bigger Picture
The Contract-to-Entitlement migration modernized the client's Microsoft Dynamics 365 environment by replacing deprecated entities with the supported Entitlement framework. Through Power Automate-driven migration, intelligent data cleansing, and structured field mapping, the solution minimized import issues, preserved business data integrity, and ensured long-term compatibility with Dynamics 365. The result was a reliable, scalable migration process that reduced risk while preparing the platform for future enhancements.
Additional Details
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