Data audit
We list every source, assess data quality and agree what the new CRM needs to hold.
CRM data migration
CRM data migration services
We move your customer data into Dynamics 365 CRM cleanly and safely, from Salesforce, HubSpot, spreadsheets or older systems, so your team trusts the new CRM from day one.
Why CRM data migration needs specialist help
Data migration is often the riskiest part of a CRM project. Duplicate contacts, missing history and broken links between accounts and opportunities undermine confidence in a new system before it has a chance to prove itself.
Our CRM data migration services treat the move as a chance to tidy up, not just a copy and paste. We work with your team to decide what's worth keeping, clean it, map it to Dynamics 365 CRM and prove it arrived complete before anyone signs off.
How our CRM data migration works
A clear, tested process with sign-off at every stage.
Scope what to keep
Active records and useful history come across. Older data is archived rather than cluttering the new system.
Cleanse and de-duplicate
Formats standardised, duplicates merged and gaps filled before anything is loaded.
Field mapping
Old fields, picklists and owners matched to Dynamics 365 CRM, with relationships between records preserved.
Test migrations
Sample loads checked by your users, so issues are fixed before the real move.
Final load and reconciliation
A planned cut-over, record counts reconciled and spot checks signed off by your team.
Where your data lives
Systems we migrate CRM data from
Most migrations involve more than one source. We bring them together into a single, clean set of records in Dynamics 365 CRM.
Salesforce
Accounts, contacts, opportunities, cases, activities and custom objects.
HubSpot
Companies, contacts, deals, tickets, engagement history and marketing consent.
Zoho CRM and Pipedrive
Records, pipelines, notes and owners mapped to Dynamics 365 CRM.
Older Dynamics CRM
On-premises Dynamics CRM data, customisations reviewed before the move.
Sage CRM and ACT!
Legacy contact and sales data cleaned up and brought into a modern CRM.
Spreadsheets and mailboxes
Scattered lists and inbox contacts consolidated into one set of records.
What we migrate
The records and context your team relies on every day.
Accounts and contacts
Companies, people and the relationships between them, with owners and territories.
Opportunities and cases
Open pipeline, active service cases and the stages they're at.
Activity history
Emails, calls, meetings and notes, so context isn't lost when you switch.
Attachments
Documents linked to the right records rather than left in an old system.
Consent and preferences
Marketing consent and communication preferences carried across for GDPR.
Users and ownership
Record ownership mapped to the right people and teams in Dynamics 365 CRM.
Enquiry form
Plan your CRM data migration
Tell us where your customer data lives today and roughly how much there is, and we'll come back with a migration plan and timeline.
FAQ
Frequently asked questions
Auditing your current data, agreeing what to bring across, cleaning and de-duplicating records, mapping fields to Dynamics 365 CRM, test migrations, the final load and reconciliation, and support once your team is using the new system.
Common sources include Salesforce, HubSpot, Zoho CRM, Pipedrive, Sage CRM, older on-premises versions of Dynamics CRM, Access databases, spreadsheets and shared mailboxes. If your data can be exported, we can usually migrate it.
It depends on how many sources you have, how much data there is and how much cleaning it needs. A single, tidy source can move in days. Several sources with heavy cleaning can take several weeks. We give you a timeline once we've audited your data.
We reconcile record counts and check samples with your team after every test run and after the final load, so nothing is signed off until you're confident it's complete. Data you choose not to migrate can be archived rather than deleted.
We migrate consent and communication preferences alongside contacts, help you remove data you no longer have a reason to keep and restrict access to exported files while the migration is in progress.
Yes. We plan a cut-over window, usually a short freeze on the old system, then load the final changes so your team picks up in Dynamics 365 CRM where they left off.