ImportToD365 checks every row of your Excel file before it reaches Dynamics 365. Invalid data, broken references and possible duplicates are surfaced, and only what you approve gets written. What’s already in your CRM is never touched.
Free plan: 500 rows per month, every feature, no credit card.
| Full Name ↑ | Account | Business Phone | Created On | ||
|---|---|---|---|---|---|
| Ana Torres | Fabrikam | atorres@fabrikam.com | 555-0110 | 12/02/2026 | |
| Diego Fernandez | Techcorp | dfernandez@software.net | 555-0104 | 07/03/2026 | |
| Diego Fernández | --- | dfernandez@software.net | 555-0104 | 24/09/2026 | |
| Laura Méndez | Northwind | lmendez@northwind.com | 555-0131 | 18/05/2026 | |
| Martín Ruiz | Contoso | mruiz@contoso.com | 555-0147 | 02/06/2026 |
Illustration of an AI assistant inside Dynamics 365. ImportToD365 doesn’t connect to your assistant: it controls what goes into the CRM, which is what the assistant reads.
Copilot, agents and Dataverse search answer with whatever is in your CRM. They can’t tell a duplicate from a real customer, or a mistyped email from a valid one: they read everything and answer with the same confidence. That’s why quality has to be handled before the data goes in.
Two Diego Fernández records, two half-stories. It answers by picking one or blending both.
It compares every row against your live CRM and against the rest of the file, and shows you the record that already exists. You decide whether it goes in or is skipped.
A contact pointing to an account that doesn’t exist, or coming in with no account. It ends up orphaned, and when you ask about the company it doesn’t show up.
It checks every lookup against your Dynamics before writing and, if it finds a likely match, suggests it.
A malformed email, a value outside the option list, an empty required field. Either Dynamics rejects it halfway through, or it gets in incomplete.
It shows every error with its exact reason, and you fix it right there, in an Excel-like editor, before importing.
ImportToD365 doesn’t make your AI smarter. It guards what it reads.
See the walkthroughFour steps. Nothing is written to Dynamics until the last one, and in the last one only with your confirmation.
Drag in your Excel or CSV and choose which entity it goes to. If the file has several sheets, we show them so you can pick which one to import.
We suggest which Dataverse field each column goes to and tell you how confident each suggestion is. Columns without a clear match are flagged so you decide.
Every invalid record shows the exact reason: format, required field, value outside the list, or an account that doesn’t exist in your CRM. Every possible duplicate appears next to the record that already exists in your Dynamics.
Before writing, we tell you exactly how many new records will be created and in which entity. At the end you download the Excel report, row by row.
If you’re going to trust your data to AI, you first need to trust how it gets in. These rules aren’t settings you configure: it’s how the tool works.
It never updates or deletes what already exists in Dynamics.
Before importing, we tell you how many records will be created and in which entity.
Invalid rows and possible duplicates you didn’t approve are not imported.
An interrupted import picks up where it left off and skips the rows it already processed.
You sign in with your Microsoft account (Entra ID). The tool can’t do anything your user can’t, and it never sees your password.
You download the Excel report row by row. The import’s records are deleted from our servers after a few days.
Consultants, partners and admins in the Dynamics 365 CE ecosystem.
You migrate leads and contacts from Salesforce, HubSpot or a legacy CRM. You see invalid records, broken lookups and duplicates before a single row is written.
Calculate what it costs you today →Every new client shows up with a different Excel file. The same mapping and diagnosis workflow, project after project.
Calculate what it costs you today →Event lists, form fills or purchased lists: only what you approve gets in, and the database your team and your AI rely on stays clean.
Calculate what it costs you today →No per-user licenses, no environment limits: you only pay for rows successfully written to Dynamics 365.
To try the tool with your real data.
$9.96 per 1,000 rows
For a small or mid-size migration.
$5.96 per 1,000 rows
For partners and admins who import every month.
For more than 100,000 rows, special requirements or custom features for your organization.
Only rows successfully written to Dynamics 365 count: invalid rows, duplicates you reject and discarded rows don’t use your quota.
We check your quota before we start: we never cut you off in the middle of an import.
All plans: no user or environment limits. Prices in USD.
Getting data in shape already has a cost: consulting hours, tools to clean up what went in wrong, or migration services. Here’s how ImportToD365 compares with each.
If it saves you a single hour of cleanup and retries, the pack has paid for itself.
Cleanup tools fix the problem afterwards. ImportToD365 keeps the duplicate from getting in.
Self-service, with row-by-row review before anything is written to your CRM.
For less than the cost of two licenses, you protect the data your whole team and your AI rely on.
Does it pay for itself in your case? Run the numbers with the calculator →
Public third-party prices collected in October 2026; they may change. Sources: Glassdoor · Plauti · MigrateMyCRM · Dynamics 365 Sales pricing.
The comparison that matters isn’t against another landing page: it’s against the Excel file fixed by hand and the native import that leaves you halfway.
| Criterion | Manual / improvised | D365 native import | ImportToD365 |
|---|---|---|---|
| Clarity before importing | Low | Partial | High |
| Early problem detection | Manual | Limited | Guided and visible |
| Error correction | Row by row | Little context | In the tool, per record |
| Duplicate review | Manual | Basic | Field by field against your CRM |
| Traceability | Scattered | Limited | Downloadable report per import |
| Existing records | Risk of overwriting | May overwrite | Never modified |
You don’t need to talk to anyone to get started: create your free account and upload your first file. If you need a custom plan, have a technical question or want help, write to us. A person on the team will reply.
Does your process need another entity, a validation of your own or an integration? Tell us: we also build custom solutions.
We’ll reply by email shortly.
If your question isn’t here, write to us. A person on the team will reply.
No, and that’s on purpose. Mapping suggestions compare your column names with Dataverse fields, and validations are rules you can verify: format, required fields, references and possible duplicates. You make every decision. What ImportToD365 does is protect the data your AI reads afterwards.
No. ImportToD365 works one step earlier: it controls what goes into Dynamics 365 / Dataverse, which is where Copilot, agents and search read from. It doesn’t need to integrate with them.
No. ImportToD365 guards what goes in: it doesn’t modify, merge or delete existing records. What it does is use your CRM as the reference, comparing every new row against what you already have so you don’t add duplicates.
A Microsoft account with access to Dynamics 365 / Dataverse online and permission to create records in the entity you’re importing into. Nothing gets installed in your Dynamics: it’s a web app that works with your own permissions.
No. By design, ImportToD365 only creates the new records you approved in the diagnosis. It never updates or deletes existing records. If we detect a possible duplicate, we show it to you side by side and you decide whether it goes in.
It uses the duplicate detection rules published in your organization and, if the entity has none, default rules (for example, email or phone for contacts). It compares every row against your live CRM and against the rest of the file, and shows you each match next to the record that already exists so you can decide.
You choose before importing. We show you which automations that entity has and you decide whether they run. On large imports, flows are off by default so you don’t trigger thousands of emails or tasks. Skipping plugins requires your user to have that privilege in Dynamics.
Yes. With a test import we create the first 10 rows and pause: you check them in Dynamics and, if everything looks right, you continue with the rest without duplicating the test rows.
The import runs on our servers, not in your browser. If your Microsoft session expires, it pauses on its own and you resume it where it left off, without duplicating rows.
They stay in the report with the exact reason for each one. With “Fix and retry” they go back to the assistant in one click: you fix them and import them without building a new Excel file. Rows already created are not repeated.
Excel (.xlsx or .xls) and CSV, up to 50 MB. If the file has several sheets, you choose which one to import. Starting from scratch? Download a template for the entity from the assistant.
Lead, Contact, Account, Opportunity and Product. Need another entity or a custom feature? Tell us and we’ll look into it.
Yes. The Free plan includes 500 rows per month, with every feature and no credit card. Questions about packs, Pro and quota are answered in Pricing.
You sign in with your Microsoft account (Entra ID) and the tool works with your own Dynamics permissions: it never sees or stores your password. Your data is processed transiently to validate and import. You download your Excel report and, a few days later, the import data is deleted from our servers. The details are in Security & architecture.
For now only with Dataverse / Dynamics 365 online.
