Dynamics 365 Sales· Data assessment
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 3 of 11 · Pre-implementation · Updated October 26, 2026

Dynamics 365 Sales data assessment

A data assessment tells you what data exists, how much of it there is, and whether it is ready to move to Dynamics 365 Sales. Problems found here cost hours. The same problems found at cutover cost the go-live date. superglue's agent reads the source system read-only, counts and tests the records that matter, and reports readiness in plain language.

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How this step works

What the agent does

  • Reads the source system and makes focused read-only queries. Nothing is written.
  • Builds an inventory of entities, record counts, date ranges and relationships.
  • Tests data quality with real counts: duplicates, missing values, orphaned references and inconsistent codes.
  • Reports readiness as ready, ready with caveats, or blocked.

What you decide and approve

  • Which modules and how much history are in scope.
  • Which issues the client fixes in the source and which the mapping handles.
  • When the findings are good enough to start mapping.

What the client gets

  • A data readiness report with counts and examples.
  • A cleanup list for the client team.

What to look for before a Dynamics 365 Sales migration

  1. 01

    Find duplicates and incomplete records

    Clean them in the source. Dirty data is much harder to fix once it is in the new CRM.

  2. 02

    Find owners without a user

    Records owned by people who left need a new owner. In Dynamics 365, ownership also decides who can see the record.

  3. 03

    Measure activities and email history

    Activities are usually the largest volume. Decide early how much of it moves.

Frequently asked questions

What should you check before a Dynamics 365 Sales migration?

Find duplicates and incomplete records; Find owners without a user; Measure activities and email history. The agent checks these read-only and reports readiness.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Dynamics 365 Sales?

Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.