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I will migrate crm data to microsoft dynamics 365 crm, any crm platform to microsoft
Charles
About this gig
CRM migration to Microsoft Dynamics 365 requires more than exporting a CSV and clicking Import.
I migrate CRM data from Salesforce, HubSpot, Zoho, Pipedrive, Excel, legacy CRMs and custom systems into Microsoft Dynamics 365 and Dataverse.
I can handle:
- Contact, account, lead and opportunity migration
- Field and data structure mapping
- Data cleanup and duplicate removal
- Pipeline and stage mapping
- Lookup and relationship mapping
- Custom fields and tables
- CSV and Excel imports
- User and ownership mapping
- Supported notes and activity history
- Data validation and post-migration checks
Before migration, I review your source data, identify mapping issues and prepare it for the Dynamics 365 structure. I then clean, transform and import the data, check relationships and validate the results.
If you're switching CRMs, consolidating data or moving from spreadsheets, the goal is to get accurate, usable data into Dynamics 365 without creating another data mess.
Send me your current CRM, approximate record count and what you need migrated so I can determine the right migration scope.
Get to know Charles
Charles
CRM Setup and Automation Specialist for Businesses
- FromUnited Kingdom
- Member sinceApr 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German
Hey there,
I'm Charles, I set up CRM systems, automation, and booking workflows for businesses of all sizes. I help companies organize their leads, streamline communication, and build reliable systems that support daily operations. Whether you’re starting from scratch or need to fix an existing setup, I create structures that keep your business running smoothly and efficiently.
