How can I import my existing customer data into Microsoft Dynamics CRM?

If you have data about customers, products, leads or competitors you will need to transfer this to your new Microsoft Dynamics CRM package. To save an enormous amount of time you can automate this process so that no one has to manually enter data. There are several ways to do this.

The Bulk Import Wizard imports your sales leads, contacts, accounts, campaign responses, and marketing list data. It comes already built into Dynamics CRM and can be used easily and on an ongoing basis by a sales or marketing representative. The Data Migration Framework will most likely be used when you first implement Dynamics CRM. This is a more comprehensive tool that will allow you to assign data to users and import attachments and notes connected with the data.

Data migration is critical in ensuring a successful Microsoft CRM implementation. At Excitation, our fully certified technical team are Microsoft CRM experts and experienced in transferring complex data systems. With core competencies around data management our Dynamics CRM consultants will work with you to configure your Dynamics CRM system to ensure data capture adds value to your business, providing meaningful information on your customers and for business management.

The effective management of your data and the delivery of meaningful reports will provide the tools that ensure your business remains efficient, productive and competitive, key goals in a successful Microsoft CRM implementation.