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Microsoft CRM Data Migration - overview for Consultant Developer
By Andrew Karasev
Microsoft Dynamics CRM
3.0 is now parading and triggering Microsoft CRM installation, implementation,
customization, data conversion, upgrade and migration interest. We often see
the questions on data import and massage options to Microsoft CRM from such
systems as ACT!, custom Oracle, DB2, MS SQL Server databases, in all these cases
IT departments should do their homework and understand their options, up to the
point of making data massaging through Microsoft CRM SDK C# or VB.Net
programming (if they have resources or could afford contract programmers)
Built-in Migration
tool. You can only import master records, such as leads and contacts.
Please, be advised not to rely on this migration, if you are looking to
migrate your ACT! history (activities, transactions, etc.)
Scribe. Well - we
have to admit that these folks are experts and their tools are excellent (the
best you could find). Scribe itself however may require to have experienced
IT people in staff. In our experience - customers are asking for help in
deploying scribe migration, especially integration with Microsoft Great
Plains/Dynamics GP 9.0 or 8.0. Scribe is catching up with migration tool, you
may see natural delays with such features as duplication recognition (when you
already have the lead, account, contact with similar phone number, email,
contact name, etc.)
Microsoft CRM SDK
Programming. Technically - this way can resolve all your issues, however the
price and learning curve may be negative factor. Typically, as our experience
indicates - developer should have 2-3 MS CRM SDK mid-size customization
projects under his/her belt to do the job seamlessly.
ACT! SDK Programming.
Normally Scribe can do the job, however in some exotic cases when customer is
using newest version of ACT! (and Scribe is not ready with its scripts) - you
can deploy ACT! SDK to get access to ACT data and create automatic migration
script (in concert with MS CRM 3.0/1.2 SDK Programming)
Microsoft CRM
Upgrade. Usually from 1.0 or 1.2 to 3.0. Please check with us if you have
issues. Microsoft CRM 3.0 has multiple redesigned structures. We plan to
publish dedicated to MS Dynamics CRM 3.0 upgrade article
Please do not hesitate to
call or email us: USA 1-866-528-0577, 1-630-961-5918
help@albaspectrum.com About the Author Andrew Karasev is Chief Technology Officer
at Alba Spectrum Technologies (
http://www.albaspectrum.com
http://www.greatplains.com.mx
http://www.enterlogix.com.br ) - Microsoft Business Solutions Great Plains,
Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving
corporate customers in the following industries: Aerospace & Defense, Medical &
Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale
& Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising &
Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates,
Apparels, Durables, Manufacturing and having locations in multiple states and
internationally.
We are serving USA Nationwide: CA, IL, NY,
FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Chicago, New York, Los Angeles,
Phoenix, San Francisco, Denver, Seattle, Boston, Atlanta, Miami, Houston,
Dallas, San Diego, Toronto, Montreal, Vancouver, Minneapolis, Washington,
Baltimore, New Orleans, Austin, Kansas City.
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