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Our unique tools are designed to make your conversion from excel to Microsoft CRM project easy and comfortable and error-free.

We will see how we can migrate from Excel CRM to Microsoft CRM. This example will show you how you can do it using .CSV data file format.

Conversion from Excel CRM to Microsoft CRM is done in two steps.

  1. Export data from Excel CRM.
  2. Import the data into Microsoft CRM.

Exporting Data from Excel CRM

Excel is providing facility to generate output file in .CSV format. Open your excel file and save it as a .CSV file.

Once you are ready with the .CSV file, then you have to import this file into Microsoft CRM.

Importing data into Microsoft Dynamics CRM

Microsoft CRM provides different ways for importing data into it. Some of them are explained here. You can use following utilities to import data into Microsoft CRM.

  • Microsoft CRM SDK
  • Data Migration Framework
  • Bulk Import Wizard

Microsoft CRM SDK

You have to send data to a custom entity. Microsoft CRM is providing features to write a program for data imports.

Data Migration Framework

Data Migration Framework is utility provided as a part of Data Migration Pack offered by Microsoft Dynamics CRM. Microsoft CRM provides features which can be used to map Microsoft CRM data with the source data. Data migration framework makes use of common data format (CDF) database. You are required to fetch data into CDF database first then you can send these data to Microsoft CRM.

Bulk Import Wizard

Usually salesmen are using this utility most. They use it to manage campaigns, contact and accounts. Data should be provided in the simple text format with semicolon or comma delimiter. It supports .CSV type of files also.

Buy our unique tools and get the best out of project of Conversion from Excel to Microsoft CRM!!!