CRM Rollout

An essential part of the project is the migration of the legacy data into the new application. In some cases, manual data preparation and validation must be carried out here. To improve the user comfort of the data preparation, the legacy data exported as .csv files is first imported into MS Access and prepared. For manual post-processing (unique naming of customers and contacts, removal of redundancies, …), processing lists are generated in MS Excel. These are checked and processed by the customer itself. Based on these lists, import files are then created in MS Excel that correspond to the standard import format of Dynamics.