Excel Migration All Entities: 4-Day Implementation


This service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.

This service offer is typically a 2 step, 4 day implementation process that involves a comprehensive analysis of your existing excel/csv data for smooth data migration of standard CRM entities.

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


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 Live Excel Migration and take sign-off


  • Successful Excel Migration of Standard CRM Entities
  • Migration Status Report
  • Post Migration Support As Applicable


  • 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 for any queries.

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