We’re getting close to Go Live now. In order for your customers to start using RapidStart CRM with value right away, we want to import their existing data into Dynamics 365. We will provide custom import templates matching the modifications we have made for Leads, Contacts and Accounts. This is a simple process of adding data to Excel Spreadsheets, but some of your customers will want help with this.

Your customers can do this on their own, or you could provide this as a service to include normalizing and de-duplicating their data. There is no secret formula for creating the data imports, it is simply Excel work. Our RapidStart CRM Deployment Guide will show you everything you need to know. Simply upload the populated templates to the Deployment Portal, and we’ll take it from there.

Setup Entities and Fields Guided Process  Security Model Import Data