The Dynamics 365 import tool that catches errors before they touch your CRM, resolves duplicates side-by-side with your live data, and never modifies what already exists: only what you approve gets written.
Built for Dynamics 365 CE consultants, partners, admins and RevOps teams
Native D365 import leaves you blind. You upload a file, cross your fingers, and only find problems once they're already inside your CRM.
Native import recommends staying under 20,000 rows per file, and you find errors row by row, with the system never telling you where it got stuck.
Dynamics allows only 5 duplicate rules per table, and native merge works 2 records at a time. You end up with the same contact created 3 times.
Once bad data gets in, there's no magic undo: deleting and fixing by hand can take days. The only real defense is stopping errors before they ever reach the CRM.
ImportToD365 replaces the "upload, pray, cleanup" loop with a 4-step wizard: upload, map, diagnose, import.
Upload your Excel or CSV (up to 50 MB, multi-sheet supported) and choose the Dynamics entity: Lead, Contact, Account, Opportunity or Product. Without touching the CRM yet.
The system suggests a mapping for each column to the right Dataverse field and flags what remains unmapped. You review, adjust and confirm.
Invalid records with the exact reason, duplicates compared field by field against your live CRM, lookups and option sets verified. Fix inline and approve duplicates case by case or in bulk.
Only the records you approved get written — what already exists in your CRM is never modified. When it's done, download the row-by-row report of what went in and what didn't.
From file upload to confirmed import. No cuts, no tricks.
Every feature solves a real problem that D365 consultants face every week.
Upload your Excel or CSV, and in seconds see how many records are valid, how many Dynamics will reject, and why. Nothing writes until you decide.
Fix invalid values without leaving the tool. Navigate with Tab and arrows. Resolved in green, pending in red.
We don't guess. We compare every potential duplicate against live Dynamics records, and you approve case by case. Consistent, duplicate-free data: the foundation Copilot and Dataverse search need to work well.
By design, we only create new records you approved. We never modify or delete what's already in Dynamics. And every import leaves you a downloadable row-by-row report.
Native import tells you nothing until it fails.
Upload your Excel or CSV, choose the Dynamics entity, and in seconds see which columns match and what needs mapping. Without touching the CRM yet.
Scenarios where the wizard makes the difference. No inflated metrics: try it free with your own data.
You're migrating leads and contacts from Salesforce, HubSpot or a legacy CRM. Pre-flight shows you invalid records, broken lookups and duplicates against the target CRM before writing a single row — and you fix inline without going back to Excel.
Every new client arrives with a different Excel. Upload the file, map it to the right entity with automatic suggestions, and the diagnosis tells you what is ready and what is not. The same repeatable flow, project after project.
Event lists, forms or purchased lists: the diagnosis filters broken emails and duplicates against your live CRM, and only what you approve gets in. Your database stays clean without manual work.
The useful comparison isn't against another landing page. It's against Excel fixed by hand and native import that leaves you halfway.
| Criterion | Manual / improvised | Native D365 import | ImportToD365 |
|---|---|---|---|
| Pre-import clarity | Low | Partial | High |
| Early problem detection | Manual | Limited | Guided & visible |
| Error correction | Row by row | Low context | Record-centric |
| Duplicate review | Manual | Basic | Face-to-face with CRM |
| Traceability | Scattered | Limited | Downloadable report per import |
| Existing records | Risk of overwriting | May overwrite | Never modified |
| Cost per user | Internal time | N/A | No charge per user or environment |
First 20 get a free Starter Pack (5,000 rows, $39 value). No credit card, no fine print.
Reserve my spotNo per-user licensing. No environment limits. You only pay for rows successfully imported.
To try the tool with real data.
Need more rows or something specific for your project? Tell us what you need.
The first 20 on the waitlist get a free Starter Pack (5,000 rows, $39 value) active for 3 months post-launch. No credit card, no fine print.
We respond as soon as possible. No bots, no tickets, no waiting.