#03Enterprise SaaS20249,000 contacts migrated into Dynamics 365
MS Dynamics 365 CRM Transformation
Growing Company (USA)
By Mikhail Oskola, Founder & AI Automation Architect · Project completed 2024
Migrated and cleaned 9,000 contacts and 1,000 accounts (40,000 rows) into Dynamics 365, then set up sales pipelines with automated deal stage progression.
Dynamics 365Power AutomateMailchimp
What was the problem?
The company's contacts and accounts had to move into Dynamics 365 and be cleaned on the way in, and the sales team needed pipelines it could work from.
How did Retailbox solve it?
Migrated and cleaned 9,000 contacts and 1,000 accounts (40,000 rows) into Dynamics 365, set up the sales pipelines, and automated how deals move from stage to stage.
Facing the same problem? These are the services that cover this kind of work: HubSpot implementation and CRM migration · business process automation services.
What were the results?
- ✓9,000 contacts and 1,000 accounts (40,000 rows) migrated and cleaned
- ✓Sales pipelines set up in Dynamics 365
- ✓Deal stage progression automated