
Dynamics 365 Data Migration - 5000 Records
Delivery in
2 days
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What you get with this Offer
This Offer is for migrating up to 5,000 records (contacts, accounts, or leads) into ONE Dynamics 365 CRM environment.
WHAT YOU GET:
- Migration of up to 5,000 records (any combination of contacts, accounts, leads)
- Source formats supported: Excel, CSV, Google Sheets, HubSpot, Zoho, Salesforce
- Field mapping (your columns → Dynamics 365 fields)
- Duplicate detection and cleanup (basic)
- Data validation before import
- Migration report (what moved, what didn't, why)
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (2 steps):
1. You share source file + list of fields to map
2. I migrate, validate, and hand over with a migration report (2 days)
WHAT IS NOT INCLUDED:
- More than 5,000 records (available as add-on)
- Custom field creation in Dynamics 365 (separate Offer)
- Ongoing data sync between systems
- Data enrichment (buying additional data)
- Microsoft Dynamics 365 licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license
- Dynamics 365 admin access (temporary)
- Source file (Excel, CSV) or CRM access
- List of fields to map
- Confirmation of which records to import
This is a fixed-price, fixed-scope service. Delivered in 2 days.
WHAT YOU GET:
- Migration of up to 5,000 records (any combination of contacts, accounts, leads)
- Source formats supported: Excel, CSV, Google Sheets, HubSpot, Zoho, Salesforce
- Field mapping (your columns → Dynamics 365 fields)
- Duplicate detection and cleanup (basic)
- Data validation before import
- Migration report (what moved, what didn't, why)
- Walkthrough video + documentation
- 7 days of free post-delivery support
HOW IT WORKS (2 steps):
1. You share source file + list of fields to map
2. I migrate, validate, and hand over with a migration report (2 days)
WHAT IS NOT INCLUDED:
- More than 5,000 records (available as add-on)
- Custom field creation in Dynamics 365 (separate Offer)
- Ongoing data sync between systems
- Data enrichment (buying additional data)
- Microsoft Dynamics 365 licenses
REQUIREMENTS FROM BUYER:
- Microsoft Dynamics 365 license
- Dynamics 365 admin access (temporary)
- Source file (Excel, CSV) or CRM access
- List of fields to map
- Confirmation of which records to import
This is a fixed-price, fixed-scope service. Delivered in 2 days.
Get more with Offer Add-ons
-
I can migrate up to 20,000 records instead of 5,000
Additional 2 working days
+$120 -
I can create custom fields in Dynamics 365 to match your source data
Additional 1 working day
+$80 -
I can set up recurring data sync from Excel/Google Sheets
Additional 2 working days
+$150
What the Freelancer needs to start the work
1. Microsoft Dynamics 365 license
2. Dynamics 365 admin access (temporary)
3. Source file (Excel, CSV) or CRM access
4. List of fields to map
5. Confirmation of which records to import
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