Data migration is one of the most complicated aspects of a Microsoft DynamicsTM CRM Version 4.0 implementation; however it is also the most critical.  If the data quality in a CRM system is poor, users will not rely on the system as their one stop for accurate customer data.

 

Data migration can occur in two ways: initial or ongoing.

 

Initial Data Migration

During an initial data migration, the focus is on extracting data from your legacy systems, cleaning the data and importing it into your new Microsoft Dynamics CRM Version 4.0 system.  This process can be time consuming as often times the system values or fields have changed in the new system.   Once the data has been cleaned and imported into Microsoft Dynamics CRM the task is complete.  

 

Ongoing Data Migration

Many companies have needs for ongoing data migration.  This can be caused by purchasing a list of leads, using a third party company to manage email campaigns or having specific departments continue to use legacy systems.  Regardless of the reason we can assist with ongoing data migration needs.  Our approach will be different if it is a onetime import vs. an import that will occur on a weekly or monthly basis.



In addition to the frequency of migrating data, another thing to consider is the migration utility.  There are three options for migrating data:

CRM Web Client Import

The native Microsoft Dynamics CRM Web Client Import receives data from a CSV or text file, allows field and picklist value mapping.  The Microsoft Dynamics CRM Version 4.0 import only works for Leads, Accounts, Contacts and Campaign Responses. It does not include the option for importing relationship mappings, notes, activities or email attachments.


Data Migration Framework (DMF)

Microsoft created the Data Migration Framework, also refered to as the DMF, to enable more complex data migration.  The framework requires a developer to configure and conduct the data migration.  

 

Third Party Migration Utility

Third party migration utilities provide the best results as they enable imports from multiple sources including but not limited to Excel files, SQL Databases, ACT, SalesForce.com and Goldmine.  Additionally they allow you to import relationship mappings, notes, activities and email attachments.  Import can be completed once or scheduled for regular imports.


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.

For more information about Scribe Software and the Scribe Insight product, review these datasheets:
Scribe Insight Data Sheet
Scribe Adapter for Dynamics CRM 

 

Contact us to find out which data migration process is best suited for your company.

 
 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 |