Data Lead (D365 Data Migration)

Role Overview

The D365 F\&O Data Migration Lead is responsible for defining, governing, and executing the endtoend data migration strategy for Microsoft Dynamics 365 Finance & Operations implementations.

The role involves coordinating with functional, technical, and business teams to ensure accurate extraction, cleansing, transformation, validation, and loading of master data, reference data, open transactions, and historical data into D365 F\&O.

Key Responsibilities

1. Data Migration Strategy, Planning & Governance

• Define the overall migration strategy, scope, and sequencing across entities (Master data, reference data, opening balances, open transactions, historical datasets).
• Conduct and lead Data Migration Workshops, including entity mapping, quality standards, source system analysis, and stakeholder responsibilities.
• Establish migration RACI, governance processes, and detailed activity plans across all phases.

2. SourcetoTarget Mapping, Transformation & Cleansing

• Lead detailed fieldlevel data mapping from legacy systems to D365 F\&O templates.
• Design transformation logic, lookup mappings, validations, mandatory field alignment, enumeration harmonization (UoM, tax codes, categories, dimensions).
• Oversee data cleansing and profiling, ensuring data quality before migration.

3. Build & Execute Migration Pipelines

• Oversee full ETL lifecycle: extract cleanse transform validate load reconcile.
• Utilize D365 tools including:
• Data Management Framework (DMF)
• Data Entities
• Excel Addins
• Staging tables
• Azure Data Factory & stored procedures (per extended migration templates
• Work with technical teams on dualwrite alignment where needed

4. Validation, SIT/UAT Support & Issue Resolution

• Validate migrated data across cycles: mock loads, SIT, UAT, cutover rehearsal.
• Lead defect identification, root cause analysis, and remigration planning.
• Maintain detailed logs, transformation rules, and audit history for all iterations.

5. CrossTeam Collaboration & Stakeholder Management

• Work closely with functional SMEs (Finance, SCM, MFG) to verify mapping, dependencies, and data correctness.
• Coordinate with Solution Architect, Technical Lead, DevOps, and Integration SMEs regarding environment readiness, dependencies, and data flow governance.
• Engage business users for data validation, reconciliation, and signoff.

6. Cutover Planning & GoLive Readiness

• Define cutover load sequence for master data, open transactions, balances, and historical datasets.
• Create rollback strategies, contingency plans, and readiness checklists.

7. Documentation & Continuous Improvement

• Prepare data migration templates, mapping sheets, design documents, SOPs, and instructions for business stakeholders.
• Ensure compliance with data governance, audit, and security policies.

Required Skills & Experience

Technical Expertise

• Proven experience in D365 F\&O Data Entities, DMF, staging frameworks, and import/export processes.
• Strong SQL skills, including writing queries, validation logic, stored procedures, and bulk transformations.
• Experience with Azure Data Factory, SSIS, or similar ETL tools.
• Understanding of D365 data models (Customers, Vendors, Items, GL, BOM, inventory, transactional data).

Functional Knowledge

• Strong understanding of F\&O modules: Finance, SCM, Manufacturing, WHS, Inventory.
• Ability to interpret functional requirements and align them with migration design.

Leadership & Coordination

• Experience leading crossfunctional data migration teams (analysts, developers, SMEs).
• Strong stakeholder management, communication, and workshop facilitation skills.

Experience Requirements

• 612+ years total experience, with 4+ years in D365 F\&O data migration leadership roles.

Deliverables Expected from This Role

• Data migration strategy document
• Sourcetotarget mapping sheets
• Cleansing, transformation & derivation rules
• Migration templates per entity
• Cycle load plans (Mock SIT UAT Cutover)
• Reconciliation reports & defect logs
• Cutover plan & rollback strategy