- Mapped every field from a sales-intelligence platform's export into the matching CRM account and contact records
- Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM's own options
- Corrected a mis-typed date field so a "year founded" value imports as a whole number instead of a full date
- Locked the whole mapping into a single versioned reference so it stays authoritative across tools
Turning a sales-intelligence export into a clean CRM data model
Mapped every field from a sales-intelligence platform's export into the matching CRM account and contact records Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM's own options Corrected a mis-typed date field so a "year founded" value imports as a whole number instead of a […]
In this series · Part 3 of 7
1Dynamics 365 CRM: API integration + change-control repo2Dynamics 365 CRM: Last Contact Engagement tracking on Accounts3Turning a sales-intelligence export into a clean CRM data model4Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time5Your SEO health now lives as a dashboard inside the CRM6Contact form duplicate detection now reads the request, not just the address7Marketing list members now show engagement and account fit
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