https://store-images.s-microsoft.com/image/apps.32670.6925c8f8-3473-434f-9082-d48aabecccb5.99ccb1d9-a9cb-47e5-8a23-55cbcca1a144.9ceac2fb-2d0c-4b7e-af9f-9a2a7c63dbf7

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.

At a glance

https://store-images.s-microsoft.com/image/apps.51180.6925c8f8-3473-434f-9082-d48aabecccb5.99ccb1d9-a9cb-47e5-8a23-55cbcca1a144.78bb468e-3cf9-4a0d-9fe0-0bcfda37e01e
https://store-images.s-microsoft.com/image/apps.39647.6925c8f8-3473-434f-9082-d48aabecccb5.99ccb1d9-a9cb-47e5-8a23-55cbcca1a144.6f58c302-3775-496e-807e-ed32caf6f865
https://store-images.s-microsoft.com/image/apps.28902.6925c8f8-3473-434f-9082-d48aabecccb5.99ccb1d9-a9cb-47e5-8a23-55cbcca1a144.d9b55398-585b-4032-91dc-fbe7db806f0f
https://store-images.s-microsoft.com/image/apps.16779.6925c8f8-3473-434f-9082-d48aabecccb5.99ccb1d9-a9cb-47e5-8a23-55cbcca1a144.b57a5f96-a289-4fe6-b9fa-0ee8d6a52922