Working Group #4 — Data Mapping Review

10 Dec 2025, 10:0045m 0sPASTE

Complete

Tom Briggs

1200 words·12 segments

85%

Marcus Webb

600 words·6 segments

58%

Lisa Patel

500 words·5 segments

50%

Tom Briggs

Data mapping document is complete. 127 fields mapped across 8 entities. Three custom fields need custom attributes in Dynamics.

Lisa Patel

The sales team has asked about reporting dashboards. They want the same KPIs plus new pipeline visibility.

Tom Briggs

First test migration this Friday — 1,000 records. Full 44K test run by 20 December.

Action

Three custom attributes to be created in Dynamics 365 for customer tier, preferred contact, and legacy account manager

Tom Briggs10:20

Confidence

88%

Action

First test migration of 1,000 records this Friday, full 44K test run by 20 December

Tom Briggs10:30

Confidence

90%