The Ultimate Guide to Migrating from SharePoint to Dataverse (Table of Contents)

In this ten-part series, I will cover all aspects of planning, executing, and supporting a successful migration to Dataverse. If you have feedback or suggestions, feel free to reach out using the contact form or chat!

• Part One - Architecture

  • This article breaks down the data structure of the Dataverse and covers what does (and doesn't) belong there.
    

• Part Two - Planning

  • This article walks through the process of mapping and diagramming your data so you and your stakeholders have a clear understanding of the migration.
    

• Part Three - Configuration

  • This article focuses on laying the foundation for our migration by creating the objects necessary as well as the tables and relationships outlined in the planning phase.
    

• Part Four - Relationships

  • Relationships are defined in a table record's metadata as an explicit reference to another record. These relationships are automatically created when a Lookup column is created, but can also be set up manually.
    

• Part Five - Transforming the Data

  • This article explains how to transform source data types into data types and formats that Dataverse expects during the import process.
    

• Part Six - Dataflow Importing

  • This article is a continuation of part five that dives into cleaning up the data import and merging data to stage it for import.
    

• Part Seven - Testing and Validation

  • This article talks about how to validate and test data by comparing source and destination data sources at a high level.
    

• Part Eight - Security

  • This article breaks down the complexity of Dataverse security and reviews best practices for securing your data.
    

• Part Nine - Training

  • This article outlines and recommends training for developers, end users, and citizen developers.
    

• Part Ten - Go-Live

  • This article describes the final steps necessary to complete a successful migration.