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ACT to Microsoft Dynamics CRM Data Migration


Act to MS CRM Migration Consultants

Some of the fundamental difficulties migrating data from ACT! are due to the differences in the application structures. Below are just some of the challenges that exist when migrating data from ACT! to Microsoft DynamicsTM CRM 4.0:
  • ACT! manages combined companies and contacts, whereas Microsoft Dynamics CRM 4.0 stores company and contact data in two separate records. During the migration, these records must be imported separately and then linked back together.
  • The ACT! export function only covers groups and contacts, not activities and opportunities.
  • ACT! stores dates and times without time zone correction and Microsoft Dynamics CRM 4.0 stores dates and times in GMT. This can result in records reflecting the due date as one day earlier in Microsoft Dynamics CRM 4.0 than it was in ACT!
  • ACT! does not enforce data integrity which makes the process of data migration difficult.
  • Users often use fields in their legacy ACT! system for purposes other than what they were intended due to difficulties in customizing the legacy system. The misuse of data fields causes complications during the data migration process.


Ability to access legacy data
We have found that businesses want to be able to access legacy data to Dynamics CRM before they migrate to you. One of the key points for going through with the shift from one system to another is the ability to have access to all the records in their legacy system in Dynamics CRM.

Migrating information to Microsoft Dynamics CRM is not a difficult task for our highly-skilled MS Dynamics CRM Consultants. With a good understanding of the migration process of both systems, Our CRM Migration Experts have been able to effectively import not just the Account/Contact and basic data but also bring in Opportunities and history data too.

When performing the actual migration, our CRM Migration Experts will:

  • Make sure that all the RTF tags from the activity description read from ACT! are stripped off before writing the data to CRM. When importing activities, ACT! Allows you to store the activity description in rich text format. In CRM the activity details is a plain text attribute.
  • Carefully process history data when parsing the duration field of ACT! because Ms Dynamics CRM requires duration to be specified in minutes.
  • Set the main contact of ACT as the primary contact in Microsoft Dynamics CRM and additional contacts as Contacts by setting the Parent account of these correctly.
  • Migrate ACT! custom attributes into Microsoft Dynamics CRM as well. The custom attributes in ACT! are available just as any other field of ACT! and is not stored separately in a different entity.
Experience has shown us that 95% of projects are best served by using a third party migration utility. Our favorite is created by Scribe Software, a Microsoft Certified Partner. 
The Scribe Insight is extremely robust includings adapters and templates to allow for migration from other customer relationship management applications. In addition to the native templates, users can create and manage their own.

About Our ACT to MS CRM Migration Experts
Our expert Microsoft Dynamics CRM Consultants are well versed in the complexities of migrating data from ACT! to Microsoft Dynamics CRM 4.0. After performing countless ACT! to MS Dynamics CRM migrations, our CRM Migration Experts know where the pitfalls are so you can seamlessly migrate you data. Call us today at 866-MCC-4CRM and talk to our ACT! to Microsoft Dynamics CRM Migration Consultants about your data migration project needs.
 
 Related Microsoft Dynamics CRM Migration Links
 ACT! to MS CRM Migration | GoldMine to MS CRM Migration | SalesForce.com to MS CRM Migration | Microsoft Dynamics CRM Migration Services |
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