Phoenix - Your AI AssistantDynamics 365 Data Migration — CRM to CRM Clean Import & Mapping
Delivery in
5 days
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What you get with this Offer
I will migrate your CRM data from Salesforce, Zoho, HubSpot, Pipedrive, or another source platform into Microsoft Dynamics 365 — covering contacts, accounts, leads, opportunities, activities, and notes — with a structured migration plan, data cleansing phase, field mapping documentation, and post-migration validation report confirming record integrity and relationship accuracy. Data migration done poorly is the fastest way to destroy confidence in a new CRM before your team has even logged in.
The migration covers up to 15,000 total records across entities, association linking (contacts to accounts, opportunities to contacts), duplicate detection and merge rules applied pre-import, and a migration exception report detailing any records excluded and the reason. I use Microsoft's Data Import Wizard, SSIS, or KingswaySoft depending on the complexity and volume involved.
This service suits businesses switching to the Microsoft ecosystem or consolidating a multi-CRM landscape onto Dynamics 365 and needing the migration handled by someone who has done it before without data loss or broken relationships.
The migration covers up to 15,000 total records across entities, association linking (contacts to accounts, opportunities to contacts), duplicate detection and merge rules applied pre-import, and a migration exception report detailing any records excluded and the reason. I use Microsoft's Data Import Wizard, SSIS, or KingswaySoft depending on the complexity and volume involved.
This service suits businesses switching to the Microsoft ecosystem or consolidating a multi-CRM landscape onto Dynamics 365 and needing the migration handled by someone who has done it before without data loss or broken relationships.
What the Freelancer needs to start the work
Please confirm your source CRM, export your data or provide API access, share the list of objects and fields to migrate, and provide System Administrator access to your Dynamics 365 target environment. A migration scope call is included before work begins.