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I will migrate and import your data into dynamics 365 or dataverse
About this Gig
Bad data kills a CRM project faster than anything else. Duplicate accounts, contacts with no owner, dates in three different formats, and six months later nobody trusts the system.
I move your data into Dynamics 365 or Dataverse properly: mapped, cleaned, deduplicated, and reconciled against the source so you can prove nothing was lost.
WHERE YOUR DATA COMES FROM
Excel and CSV exports. Another CRM such as Salesforce, HubSpot or Zoho. An old Access or SQL Server database. A legacy in-house application. If you can export it, I can import it.
WHAT I DO
Map your columns to the right Dynamics 365 tables and fields. Clean the obvious problems: duplicates, broken dates, missing required values, inconsistent picklists. Rebuild the links between accounts, contacts, opportunities and activities. Load the data, then send you a reconciliation report with row counts and anything I had to reject, so nothing disappears quietly.
Eleven years in IT, six on CRM projects in banking, commercial real estate and luxury. Microsoft certified.
Send me a sample of your file and tell me what it should become. I will tell you honestly how big the job is before you order.
Langugae:
English
•
French
Technical expertise:
Other
Industry:
Financial services
•
Real estate
FAQ
How many records can you handle?
The packages cover up to about 20,000 rows. Larger volumes are fine too, they just need a scripted load rather than the standard import, so send me the row counts and I will quote a custom offer.
Will my duplicates and messy data be fixed?
Yes. I deduplicate, normalise dates and phone numbers, align picklist values and flag rows that cannot be imported. You get the rejected rows back in a separate file with the reason, so you decide what to do with them.
Do you need access to our Dynamics 365 environment?
Ideally yes, a user account with the System Customizer role in a sandbox first. If that is not possible, I can prepare the import files and the mapping so your own admin runs the load, and I stay available during it.
