A Decision Matrix that helps you or your clients choose the right Dynamics 365 CE Data Migration approach based on data size, complexity, budget, and technical skillset.

📊 Data Migration Decision Matrix – Dynamics 365 CE

1️⃣ By Data Volume

Data Size	Recommended Approach
<100k records	Data Import Wizard / Power Query / Power Platform Dataflows
100k – 1M records	SSIS + KingswaySoft / Scribe / Azure Data Factory
>1M records	KingswaySoft SSIS (preferred) / Scribe (if available) / Custom API batching

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2️⃣ By Complexity of Data Transformation

Complexity	Recommended Approach
Simple mapping (1:1 fields, minimal lookups)	Data Import Wizard / Configuration Migration Tool
Moderate (lookups, option sets, transformations)	Power Query / Power Platform Dataflows / Scribe
High (multi-step transformations, merging, cleansing, business logic)	SSIS + KingswaySoft / Azure Data Factory / Custom Web API Scripts

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3️⃣ By Budget & Licensing

Budget	Recommended Approach
Low (no extra tools)	Data Import Wizard / Configuration Migration Tool / Power Query (included in Power Platform)
Medium	Scribe (subscription), Power Platform Dataflows Premium
High (enterprise)	KingswaySoft SSIS (license) / Informatica / Azure Data Factory

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4️⃣ By Skillset / Team Expertise

Team Skillset	Recommended Approach
Business Users (non-technical)	Data Import Wizard / Power Query Dataflows
Functional Consultants	Power Platform Dataflows / Configuration Migration Tool
Technical Developers (SQL/ETL)	SSIS + KingswaySoft / Scribe
Cloud/Azure Engineers	Azure Data Factory / Azure Functions / Logic Apps
Custom Developers (C#/JS)	Dataverse Web API (batching) / SDK Scripts

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5️⃣ By Migration Strategy

Scenario	Best Approach
One-time Lift & Shift	KingswaySoft SSIS / Scribe / Data Import Wizard (small)
Phased Migration	SSIS with staging DB / Azure Data Factory
Incremental Migration (delta syncs)	Azure Data Factory with scheduled pipelines / SSIS with incremental loads / Web API with custom scripts
Dev → Test → Prod Config Migration	Configuration Migration Tool

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6️⃣ Decision Flowchart (Text Form)

1. Is data < 100k records?
   • ✅ Yes → Use Data Import Wizard or Power Query.
   • ❌ No → Go to step 2.
2. Is transformation simple (direct mapping)?
   • ✅ Yes → Use Power Query / Dataflows.
   • ❌ No → Go to step 3.
3. Do you have SQL/SSIS expertise?
   • ✅ Yes → Use KingswaySoft SSIS (best for large & complex).
   • ❌ No → Go to step 4.
4. Do you prefer cloud-native (serverless) approach?
   • ✅ Yes → Use Azure Data Factory.
   • ❌ No → Use Scribe / Third-party tool.
5. Is it configuration/reference data (optionsets, roles)?
   • ✅ Yes → Use Configuration Migration Tool.

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⚡ Quick Example Use Cases

• Migrating 50k Accounts/Contacts from Salesforce → D365 CE → Power Query / Data Import Wizard.
• Migrating 2M records with lookups & history from Oracle → D365 CE → KingswaySoft SSIS.
• Migrating config data Dev → Test → Prod → Configuration Migration Tool.
• Running incremental nightly migration from SQL → D365 CE → Azure Data Factory + Dataverse API.