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.

Excel Migration Acct/Contact: 2-Day Implementation

MTC

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