Delivering results, project after project.
Digital Transformation: Lotus Notes to Microsoft Dynamics 365
Client: World leader in sustainable technologies
Migr8IT played a pivotal role in a 3-year £3 million+ Dynamics 365 transformation programme, helping the client to modernise and consolidate business-critical systems that had operated for decades on Lotus Notes 8.5. As part of this enterprise-scale initiative, Migr8IT was engaged to analyse, extract, and migrate critical business data from legacy Notes applications into Microsoft Dynamics 365 and Microsoft 365, forming the foundation for a modern, integrated platform that supports global operations.
The client’s Lotus Notes environment consisted of 881 customised applications, each serving distinct operational, compliance, and workflow needs. To ensure no business capability was lost, Migr8IT provided a dedicated subject matter expert to analyse the intricate architectural and functional detail of 12 of the most complex applications in scope, translating complex legacy functionality, data structures, interdependencies and user processes into actionable requirements for Dynamics 365 developers and architects.
Through close collaboration with the client’s programme team and Microsoft partners, Migr8IT enabled accurate reproduction of business-critical functionality in Dynamics 365, while ensuring data integrity, traceability, and compliance throughout the migration process. Migr8IT also designed and implemented robust co-existence between Lotus Notes and Dynamics, enabling cross-platform compatability for business continuity during the project.
Ultimately, this programme is enabling the client to fully retire their extensive Lotus Notes estate, reduce technical debt, and move forward with a secure, scalable, and cloud-based enterprise platform.
The project shows the true value of genuine time-served expertise.
A tremendous pool of expertise. The project simply wouldn’t have succeeded without Migr8IT.
Client's Programme Manager
£3M+
Company-wide Digital Transformation project
3
Year engagement, supplying critical Subject Matter Expertise
12
Complex, business critical Notes applications migrated
Strategic Benefits
PIVOTAL SPECIALIST EXPERTISE
Migr8IT provided unmatched Lotus Notes subject matter expertise, serving as the critical link between legacy systems and the new Dynamics 365 architecture. Migr8IT's detailed understanding of the Domino / Notes platform, workflows, and business logic was essential to unlocking the project’s success.
ACCELERATED TRANSFORMATION
By translating complex, undocumented legacy functionality into clear requirements, Migr8IT enabled the wider £3M+ Dynamics 365 programme to move forward with clarity, confidence, and pace.
RETIREMENT OF 12 NOTES APPLICATIONS
The project directly enabled the decommissioning of 12 complex and business-critical Notes applications, reducing operational risk and simplifying the client’s IT landscape.
LOW RISK MIGRATION
Migr8IT’s deep technical insight ensured accurate data mapping, structural integrity, and full traceability during migration, mitigating the risk of data loss or business disruption.
STRENGTHENED GOVERNANCE AND COMPLIANCE
All migrated data now benefits from the security, auditability, and lifecycle management capabilities of Microsoft 365 and Dynamics 365.
LONG-TERM STRATEGIC VALUE
The engagement established a repeatable blueprint for future migrations, positioning the organisation to retire its remaining Lotus Notes estate confidently and efficiently.
Business Impact
ADOPTION OF ENTERPRISE-GRADE TECHNOLOGY
The migration to Microsoft Dynamics 365 and Microsoft 365 provided the client with a secure, scalable, and globally supported platform, replacing the limitations of the legacy Lotus Notes environment with modern, cloud-based capability.
PRESERVED BUSINESS-CRITICAL FUNCTIONALITY
Every bespoke process, workflow, and data dependency from the legacy Notes applications was carefully mapped and replicated, ensuring the organisation retained full operational capability with zero loss of functionality.
OPERATIONAL SIMPLIFICATION
Retiring 12 bespoke Lotus Notes applications reduced complexity across multiple business functions, consolidating data and workflows into a single, consistent technology stack.
IMPROVED COLLABORATION AND ACCESSIBILITY
Microsoft 365 integration enabled real-time access to business data, reports, and workflows from anywhere, supporting global teams and flexible working models.
FUTURE-PROOFED ARCHITECTURE
With Dynamics 365 as the foundation, the organisation can now extend capabilities through Power Platform, AI insights, and process automation, accelerating innovation across departments.
SUSTAINED PROGRAMME MOMENTUM
Migr8IT’s subject matter expertise de-risked key migration phases and accelerated delivery, helping the client achieve measurable progress within a £3M+ transformation programme.
Measurable Outcomes
£3M+ ENTERPRISE-WIDE DIGITAL TRANSFORMATION programme.
3-YEAR ENGAGEMENT providing specialist subject-matter expertise.
12 COMPLEX, BUSINESS-CRITICAL LOTUS NOTES APPLICATIONS MIGRATED.
ZERO LOSS OF BUSINESS CAPABILITY during migration.
FULL DATA INTEGRITY, TRACEABILITY AND COMPLIANCE maintained.
Frequently Asked Questions
Do you migrate Lotus Notes / Domino applications directly into enterprise CRM platforms?
Not on our own. We don’t replace CRM implementation partners, we work alongside them. Our focus is the complex Domino/Notes side, understanding the custom apps, extracting the data, interpreting the logic, and delivering a clean, structured dataset that CRM specialists can build on.
What CRM platforms can you support as part of a migration?
Any. While many customers move to Dynamics 365, our role is platform-agnostic. We deliver specialist Domino expertise, data extraction, schema mapping and transformation in a way that works with any enterprise CRM. Dynamics, Salesforce, ServiceNow, bespoke line-of-business platforms, or custom cloud apps.
How do you help CRM teams replicate the behaviour of custom Notes applications?
Most Lotus Notes apps are highly customised with flexible schemas, rich-text data, embedded docs, agents, workflows and bespoke security. We analyse and document this behaviour, explain it to the CRM implementation team in their language, and generate structured specifications so they can rebuild the functionality cleanly in the new platform.
Do you migrate more than just data?
Yes. We interpret:
- custom fields and forms,
- workflow logic and approvals,
- document relationships,
- access controls and security,
- integrations and agent-based automation.
We turn loose Domino concepts into clear, CRM-ready definitions. CRM partners then use those definitions to rebuild the application properly.
Can users keep working in Notes during the migration?
Absolutely. We support delta migrations so the CRM team can continue development while the legacy system is still live. Only the final cut-over requires a short freeze window.
How do you ensure the CRM team receives clean, reliable data?
Our framework handles extraction, transformation, validation and load. This includes:
- high-volume handling (hundreds of GB),
- rich-text cleanup and normalisation,
- attachment extraction and linking,
- relational mapping,
- full audit trails.
By the time the data lands in the CRM team’s staging area, it’s structured, consistent and ready to model.
How does your involvement reduce project risk?
Enterprise CRM teams excel at CRM, but rarely at Domino. Without us, they’re often forced to guess how Notes apps behave, which leads to missed logic, incomplete data or flawed designs. We remove that uncertainty. We translate the legacy system into something repeatable, testable and fully understood.
Do you help the customer decide whether to leave Notes?
No. We aren’t here to push customers off Domino. We support organisations if and when they choose to migrate, and we help CRM partners deliver that migration smoothly.
Are you responsible for building the CRM solution?
No. The CRM partner owns the CRM build. We own the Lotus Notes / Domino side. Together we deliver a full migration, but our contribution is scoped exclusively to the legacy system where deep expertise is required.
What’s the first step?
A joint discovery session with the customer and their CRM partner and / internal teams. We examine the Domino environment and Lotus Notes applications, outline data and logic requirements, and provide the CRM team with the information they need to design the target solution. Then we handle the extraction and transformation work while they build the new platform.