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Excel Migration Acct/Contact: 2-Day Implementation

MTC

This service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.

This service offer is typically a 2 step, 2 day implementation process that involves a comprehensive analysis of your existing excel/csv data for smooth data migration of Account & Contact entities.

During the excel migration of Account & Contact entities, MTC’s experts will engage with you to perform the following:

Agenda

Step 1: Analysis and Data Mapping

  • Analyze the existing excel/csv data
  • Review and resolve the dependencies and challenges for Excel Migration
  • Map the excel data to Dynamics 365/Dynamics CRM
  • Cleanse the data

Step 2: UAT & Live Excel Migration

  • Perform Excel Migration in Sandbox environment
  • Perform Data Validation in Sandbox environment
  • Perform UAT and Performance testing for successful excel migration
  • Review and resolve issues identified in UAT and take sign-off
  • Perform Data Migration to the Live System and take sign-off

Deliverables

  • Successful Excel Migration of Account & Contact Entities
  • Migration Status Report
  • Post Migration Support As Applicable

Note

  • Management Technology Consulting (MTC) is a US headquartered LLC, dedicated exclusively to Microsoft Dynamics 365 / CRM professional services and outsourcing with heavy engineering expertise.
  • MTC is built on optimized delivery technology and globally preferred cost center operations to deliver high-quality superior-value rapidly to all markets around the globe 24 hours a day.
  • This migration is limited for up to 10K entity/table records. Anything beyond 10 records will attract separate charges and timelines.
  • Write to MTC at salesteam@mtccrm.com for any queries.
https://gallery.azure.com/artifact/20151001/mtccrm.multiple_excel_csvtocrm_datamigration.1.0.1/Artifacts/SampleImage/e6643911-7d50-4964-b2be-1c8b1f2bc24a.png
https://gallery.azure.com/artifact/20151001/mtccrm.multiple_excel_csvtocrm_datamigration.1.0.1/Artifacts/SampleImage/e6643911-7d50-4964-b2be-1c8b1f2bc24a.png
https://gallery.azure.com/artifact/20151001/mtccrm.multiple_excel_csvtocrm_datamigration.1.0.1/Artifacts/SampleImage/b31a728f-9364-4d21-9a5b-ec3a1207f623.png
https://gallery.azure.com/artifact/20151001/mtccrm.multiple_excel_csvtocrm_datamigration.1.0.1/Artifacts/SampleImage/e47d9add-10f1-4ab4-ac24-719c081d537c.png
https://gallery.azure.com/artifact/20151001/mtccrm.multiple_excel_csvtocrm_datamigration.1.0.1/Artifacts/SampleImage/fd02db41-c36b-4b35-adbc-51bec5d63c1c.png