{"id":21623,"date":"2026-08-24T20:03:52","date_gmt":"2026-08-24T18:03:52","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/"},"modified":"2026-08-24T20:03:52","modified_gmt":"2026-08-24T18:03:52","slug":"dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices","status":"publish","type":"post","link":"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/","title":{"rendered":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices"},"content":{"rendered":"<p>Many companies are currently working on <a href=\"https:\/\/www.inkubit.com\/blog\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-on-prem-migration-by-january-2027-why-companies-must-act-now\/\">migrating from Dynamics 365 Customer Engagement On Prem to the cloud<\/a>. The pressure is increasing not only because of the support deadlines, but also because of new requirements around AI, Copilot, automation and modern integrations. <\/p>\n<p>At the same time, practice shows that CRM migrations are rarely purely technical projects. Processes, data structures and individual adaptations often play a much greater role than originally expected. This is precisely why it is worthwhile to consider migration not only as a system change. Companies have the opportunity to simplify existing structures, reevaluate processes and create the basis for modern ways of working. In this article, you will learn which steps are important in a Dynamics 365 cloud migration, which challenges are often underestimated and what companies should pay attention to when preparing.    <\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<div class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/div>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Why_many_companies_are_starting_to_plan_now\" >Why many companies are starting to plan now<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Step_1_Evaluate_existing_CRM_structures\" >Step 1: Evaluate existing CRM structures<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Step_2_Check_data_quality_and_data_structure\" >Step 2: Check data quality and data structure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Step_3_Reevaluate_processes_instead_of_simply_adopting_them\" >Step 3: Reevaluate processes instead of simply adopting them<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Step_4_Understand_integrations_and_dependencies\" >Step 4: Understand integrations and dependencies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Step_5_Copilot_and_AI_think_along_early_on\" >Step 5: Copilot and AI think along early on<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Typical_challenges_with_Dynamics_365_migrations\" >Typical challenges with Dynamics 365 migrations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Why_governance_and_accountability_are_becoming_important\" >Why governance and accountability are becoming important<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#The_role_of_change_management\" >The role of change management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Best_practices_for_a_successful_migration\" >Best practices for a successful migration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Conclusion\" >Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#FAQ\" >FAQ<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#How_long_does_a_Dynamics_365_Cloud_migration_take\" >How long does a Dynamics 365 Cloud migration take?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#What_is_the_biggest_challenge_in_CRM_migrations\" >What is the biggest challenge in CRM migrations?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Should_existing_processes_simply_be_adopted\" >Should existing processes simply be adopted?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#What_role_does_Copilot_play_in_the_migration\" >What role does Copilot play in the migration?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#Why_is_data_quality_so_important\" >Why is data quality so important?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Why_many_companies_are_starting_to_plan_now\"><\/span>Why many companies are starting to plan now<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In many cases, the actual migration takes much longer than expected. CRM environments that have grown over time often contain numerous adjustments, integrations and individual processes. In addition, modern functions are now almost exclusively created in the cloud.<br \/>\nThis concerns, among other things:  <\/p>\n<ul data-spread=\"false\">\n<li>Microsoft Copilot<\/li>\n<li>AI Agents<\/li>\n<li>Power Platform Integrations<\/li>\n<li>modern automation<\/li>\n<li>Real-time analytics<\/li>\n<\/ul>\n<p>Many companies therefore not only want to replace existing systems, but also modernize their CRM environment at the same time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Evaluate_existing_CRM_structures\"><\/span>Step 1: Evaluate existing CRM structures<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The most important step often takes place before the actual migration. Companies must first understand how their existing CRM is actually used. Older Dynamics environments in particular often contain structures that have grown over the years.<br \/>\nTypical questions are:  <\/p>\n<ul data-spread=\"false\">\n<li>Which processes are actively used<\/li>\n<li>What other adjustments are relevant<\/li>\n<li>What fields and workflows are actually needed<\/li>\n<li>What integrations do you have with other systems?<\/li>\n<\/ul>\n<p>At this stage, many organizations find that some of the existing adaptations are hardly used today. This is precisely why the evaluation of the existing structure is crucial. <\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-20383 \" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM.jpg\" alt=\"Cloud Migration\" width=\"919\" height=\"613\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM.jpg 1536w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-300x200.jpg 300w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-1024x683.jpg 1024w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-600x400.jpg 600w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-90x60.jpg 90w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-272x181.jpg 272w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-105x70.jpg 105w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/ChatGPT-Image-May-12-2026-03_31_05-PM-100x67.jpg 100w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Check_data_quality_and_data_structure\"><\/span>Step 2: Check data quality and data structure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Data plays a central role in migration. Inconsistent data, duplicate data sets or unclear field structures not only complicate migration, but also affect processes, automation and AI use later on.<br \/>\nTypical problems are: <\/p>\n<ul data-spread=\"false\">\n<li>duplicate customer data<\/li>\n<li>Inconsistent data maintenance<\/li>\n<li>Outdated information<\/li>\n<li>Missing required fields<\/li>\n<li>Different usage between teams<\/li>\n<\/ul>\n<p>Modern functions such as Copilot or AI Agents in particular require consistent and structured data.<br \/>\nMany companies therefore underestimate the effort involved in data cleansing and data evaluation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Reevaluate_processes_instead_of_simply_adopting_them\"><\/span>Step 3: Reevaluate processes instead of simply adopting them<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A common mistake is to transfer existing processes to the cloud unchanged.<br \/>\nYet the real opportunity for migration often arises precisely at this point.<br \/>\nCompanies can check:<\/p>\n<ul data-spread=\"false\">\n<li>which processes have become unnecessarily complex<\/li>\n<li>where media breaks arise<\/li>\n<li>Which processes can be automated<\/li>\n<li>which adaptations have arisen historically<\/li>\n<\/ul>\n<p>Older CRM systems in particular often contain special logics and individual workflows that have been supplemented over the years.<br \/>\nIf this structure is simply adopted, existing problems remain.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Understand_integrations_and_dependencies\"><\/span>Step 4: Understand integrations and dependencies<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>CRM systems rarely work in isolation. In many companies, there are connections to: <\/p>\n<ul data-spread=\"false\">\n<li>ERP systems<\/li>\n<li>Marketing Platforms<\/li>\n<li>Service Applications<\/li>\n<li>Reporting Solutions<\/li>\n<li>Document Management Systems<\/li>\n<\/ul>\n<p>These integrations need to be evaluated at an early stage. It becomes particularly critical when existing interfaces have been developed individually or are insufficiently documented. This often creates unexpected dependencies during migration.  <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_Copilot_and_AI_think_along_early_on\"><\/span>Step 5: Copilot and AI think along early on<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Many companies initially view the migration as an infrastructure project. At the same time, the biggest changes are currently being brought about by AI and modern automation. Microsoft develops functions around Copilot and AI Agents primarily for cloud environments.<br \/>\nThese include, for example:  <\/p>\n<ul data-spread=\"false\">\n<li>Automatic summaries of customer conversations<\/li>\n<li>AI-supported preparation of sales appointments<\/li>\n<li>intelligent prioritization of leads<\/li>\n<li>automated follow-ups<\/li>\n<li>Support in customer service<\/li>\n<\/ul>\n<p>However, in order for these functions to be used sensibly, you need:<\/p>\n<ul data-spread=\"false\">\n<li>Consistent data<\/li>\n<li>Modern integrations<\/li>\n<li>Clear processes<\/li>\n<li>Central data availability<\/li>\n<\/ul>\n<p>That&#8217;s why AI should be taken into account when planning the migration.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Typical_challenges_with_Dynamics_365_migrations\"><\/span>Typical challenges with Dynamics 365 migrations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In practice, similar problems occur again and again.<br \/>\nThese include:<\/p>\n<ul data-spread=\"false\">\n<li>lack of transparency about existing adjustments<\/li>\n<li>Inconsistent data quality<\/li>\n<li>Unclear responsibilities<\/li>\n<li>Different ways of working between teams<\/li>\n<li>Too tight schedule<\/li>\n<\/ul>\n<p>CRM landscapes that have grown over time often develop a complexity that only becomes visible during the migration.<br \/>\nMany companies therefore underestimate the organizational effort.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_governance_and_accountability_are_becoming_important\"><\/span>Why governance and accountability are becoming important<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Cloud environments allow for much faster customizations and expansions.<br \/>\nAt the same time, this increases the importance of clear responsibilities.<br \/>\nImportant questions are:<\/p>\n<ul data-spread=\"false\">\n<li>Who is responsible for processes<\/li>\n<li>Who decides on adjustments<\/li>\n<li>How are new requirements assessed?<\/li>\n<li>How is data quality ensured<\/li>\n<\/ul>\n<p>Without clear governance, new complexity and inconsistent structures quickly emerge.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_role_of_change_management\"><\/span>The role of change management<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Migrations not only change systems, but often also ways of working.<br \/>\nTeams work with new interfaces, new processes and, in some cases, new possibilities.<br \/>\nThat&#8217;s why it&#8217;s important:<\/p>\n<ul data-spread=\"false\">\n<li>Involve users at an early stage<\/li>\n<li>Communicate processes in an understandable way<\/li>\n<li>Schedule training<\/li>\n<li>Manage expectations realistically<\/li>\n<\/ul>\n<p>This area in particular is often underestimated.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Best_practices_for_a_successful_migration\"><\/span>Best practices for a successful migration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Many successful migrations follow similar principles.<br \/>\nThese include:<\/p>\n<ul data-spread=\"false\">\n<li>Early evaluation of existing structures<\/li>\n<li>Clear prioritization of processes<\/li>\n<li>Step-by-step simplification of adjustments<\/li>\n<li>Focus on data quality<\/li>\n<li>Realistic scheduling<\/li>\n<li>Early involvement of the departments<\/li>\n<\/ul>\n<p>However, the most important point is usually the clear definition of goals.<br \/>\nCompanies should not only decide which system is to be replaced, but also how they want to work in the future.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Migrating Dynamics 365 Customer Engagement On Prem to the cloud is much more than a technical upgrade.<br \/>\nProcesses, data structures, integrations and organizational procedures play a central role. At the same time, modern cloud environments are creating the basis for new functions around Copilot, AI and automation.<br \/>\nCompanies that evaluate and simplify their existing CRM structure at an early stage create better conditions for modern ways of working and future expansions. <\/p>\n<p><a href=\"https:\/\/calendly.com\/inkubit\/first-consultation\">Let&#8217;s talk briefly about<\/a> how we can support you in this!<\/p>\n<h2><span class=\"ez-toc-section\" id=\"FAQ\"><\/span>FAQ<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"How_long_does_a_Dynamics_365_Cloud_migration_take\"><\/span>How long does a Dynamics 365 Cloud migration take?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>This depends heavily on the existing system landscape. Individual adjustments, data quality and integrations have a significant impact on the effort. <\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_biggest_challenge_in_CRM_migrations\"><\/span>What is the biggest challenge in CRM migrations?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In many cases, these are historically grown processes and inconsistent data structures.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_existing_processes_simply_be_adopted\"><\/span>Should existing processes simply be adopted?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No. Migrations offer the opportunity to simplify and reevaluate existing processes. <\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_role_does_Copilot_play_in_the_migration\"><\/span>What role does Copilot play in the migration?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Many modern AI functions around Copilot require structured data and modern cloud integrations.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_is_data_quality_so_important\"><\/span>Why is data quality so important?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Because modern automation and AI functions can only work meaningfully with consistent and maintained data.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices.<\/p>\n","protected":false},"author":6,"featured_media":21602,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[211,218],"tags":[213,212,219],"class_list":["post-21623","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-dynamics-365-sales","tag-ai","tag-blog","tag-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Migrate Dynamics 365 Customer Engagement to the Cloud<\/title>\n<meta name=\"description\" content=\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices\" \/>\n<meta property=\"og:description\" content=\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/\" \/>\n<meta property=\"og:site_name\" content=\"INKUBIT\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-24T18:03:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1130\" \/>\n\t<meta property=\"og:image:height\" content=\"850\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Lara S\u00f6hlke\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lara S\u00f6hlke\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/\"},\"author\":{\"name\":\"Lara S\u00f6hlke\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#\\\/schema\\\/person\\\/5eaffbaed42a52c45e0535c74040e6d7\"},\"headline\":\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices\",\"datePublished\":\"2026-08-24T18:03:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/\"},\"wordCount\":1097,\"image\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/EU-Entgelttransparenz-2026-42.jpg\",\"keywords\":[\"AI\",\"Blog\",\"Sales\"],\"articleSection\":[\"Blog\",\"Dynamics 365 Sales\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/\",\"name\":\"Migrate Dynamics 365 Customer Engagement to the Cloud\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/EU-Entgelttransparenz-2026-42.jpg\",\"datePublished\":\"2026-08-24T18:03:52+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#\\\/schema\\\/person\\\/5eaffbaed42a52c45e0535c74040e6d7\"},\"description\":\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/EU-Entgelttransparenz-2026-42.jpg\",\"contentUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/EU-Entgelttransparenz-2026-42.jpg\",\"width\":1130,\"height\":850,\"caption\":\"Cloud Migration\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/blog\\\/en\\\/2026\\\/08\\\/24\\\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Startseite\",\"item\":\"https:\\\/\\\/www.inkubit.com\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#website\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/\",\"name\":\"INKUBIT\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.inkubit.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/#\\\/schema\\\/person\\\/5eaffbaed42a52c45e0535c74040e6d7\",\"name\":\"Lara S\u00f6hlke\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/avatar_user_6_1767799043-96x96.jpg\",\"url\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/avatar_user_6_1767799043-96x96.jpg\",\"contentUrl\":\"https:\\\/\\\/www.inkubit.com\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/avatar_user_6_1767799043-96x96.jpg\",\"caption\":\"Lara S\u00f6hlke\"},\"description\":\"Durch jahrelange Erfahrung im Bereich der digitalen Gesch\u00e4ftsl\u00f6sungen - und wie diese Unternehmen voranbringen - begeistere ich mich f\u00fcr die M\u00f6glichkeiten, die an der Schnittstelle von neuen Technologien und Gesch\u00e4ftspotenzialen entstehen. Mein Hintergrund in der Personalentwicklung hilft mir dabei, nicht nur Prozesse, sondern vor allem Menschen zu verstehen \u2013 und genau diese Verbindung nutze ich, um komplexe Technologien in greifbare Strategien zu \u00fcbersetzen.\",\"jobTitle\":\"Digital Marketing Specialist\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Migrate Dynamics 365 Customer Engagement to the Cloud","description":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/","og_locale":"de_DE","og_type":"article","og_title":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices","og_description":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.","og_url":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/","og_site_name":"INKUBIT","article_published_time":"2026-08-24T18:03:52+00:00","og_image":[{"width":1130,"height":850,"url":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg","type":"image\/jpeg"}],"author":"Lara S\u00f6hlke","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Lara S\u00f6hlke","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#article","isPartOf":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/"},"author":{"name":"Lara S\u00f6hlke","@id":"https:\/\/www.inkubit.com\/#\/schema\/person\/5eaffbaed42a52c45e0535c74040e6d7"},"headline":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices","datePublished":"2026-08-24T18:03:52+00:00","mainEntityOfPage":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/"},"wordCount":1097,"image":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#primaryimage"},"thumbnailUrl":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg","keywords":["AI","Blog","Sales"],"articleSection":["Blog","Dynamics 365 Sales"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/","url":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/","name":"Migrate Dynamics 365 Customer Engagement to the Cloud","isPartOf":{"@id":"https:\/\/www.inkubit.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#primaryimage"},"image":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#primaryimage"},"thumbnailUrl":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg","datePublished":"2026-08-24T18:03:52+00:00","author":{"@id":"https:\/\/www.inkubit.com\/#\/schema\/person\/5eaffbaed42a52c45e0535c74040e6d7"},"description":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices for a Successful Migration.","breadcrumb":{"@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#primaryimage","url":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg","contentUrl":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/05\/EU-Entgelttransparenz-2026-42.jpg","width":1130,"height":850,"caption":"Cloud Migration"},{"@type":"BreadcrumbList","@id":"https:\/\/www.inkubit.com\/blog\/en\/2026\/08\/24\/dynamics-365-customer-engagement-migrate-to-cloud-steps-challenges-and-best-practices\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Startseite","item":"https:\/\/www.inkubit.com\/en\/"},{"@type":"ListItem","position":2,"name":"Migrating Dynamics 365 Customer Engagement to the Cloud: Steps, Challenges, and Best Practices"}]},{"@type":"WebSite","@id":"https:\/\/www.inkubit.com\/#website","url":"https:\/\/www.inkubit.com\/","name":"INKUBIT","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.inkubit.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.inkubit.com\/#\/schema\/person\/5eaffbaed42a52c45e0535c74040e6d7","name":"Lara S\u00f6hlke","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/01\/avatar_user_6_1767799043-96x96.jpg","url":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/01\/avatar_user_6_1767799043-96x96.jpg","contentUrl":"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/01\/avatar_user_6_1767799043-96x96.jpg","caption":"Lara S\u00f6hlke"},"description":"Durch jahrelange Erfahrung im Bereich der digitalen Gesch\u00e4ftsl\u00f6sungen - und wie diese Unternehmen voranbringen - begeistere ich mich f\u00fcr die M\u00f6glichkeiten, die an der Schnittstelle von neuen Technologien und Gesch\u00e4ftspotenzialen entstehen. Mein Hintergrund in der Personalentwicklung hilft mir dabei, nicht nur Prozesse, sondern vor allem Menschen zu verstehen \u2013 und genau diese Verbindung nutze ich, um komplexe Technologien in greifbare Strategien zu \u00fcbersetzen.","jobTitle":"Digital Marketing Specialist"}]}},"_links":{"self":[{"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/posts\/21623","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/comments?post=21623"}],"version-history":[{"count":0,"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/posts\/21623\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/media?parent=21623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/categories?post=21623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inkubit.com\/en\/wp-json\/wp\/v2\/tags?post=21623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}