BCM 2007 to CRM 4.0 Migration

Semua Balasan

• 21 Juli 2008 19:20

   

   
  

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  I don't have any technical advice, but practically speaking, you may want to explore a third party (such as CRM Partner) to help plan and execute a data migration effort.  There are a variety of companies out there that have experience (even CRM partner accolades) in data migrations to MS CRM that would be worth exploring. 

   

  Essentially, unless you have the techical expertise and core competencies in the MS CRM platform (and data migration methods), you could possibly shoot yourself in the foot if you try to do it yourself.  If you have the means to acquire resources for the effort, you likely may not have a hard time selling the idea to upper management.

   

  Todd

  • Balas
  • Kutip

   
• 21 Juli 2008 19:26

  Pemilik

   

   
  

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  I assume you want to migrate Contacts, is that correct?  I do not have the BCM loaded to test but there are a few ways to migrate Outlook Contacts to CRM.  One is to export the Contact list to Excel and create a csv file then import that to CRM.  Another is to install the Outlook Client and then track the Contacts in CRM. 

   

  If you want to export other BCM data, below is a link that might point you in the right direction.  Once you have the data exported, you should be able to import it using the CRM Import tool.

   

  http://office.microsoft.com/en-us/outlook/HP011134891033.aspx?pid=CH101205931033 

   

   

  Best Regards,

  • Balas
  • Kutip

   
• 21 Juli 2008 20:03

   

   
  

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  I agree with Debbie that you can import basic contact list to outlook contacts, and then tracking in CRM; but, I am not aware of an option in the Outlook client to track a group contacts to CRM.  If you had less than a hundred or so contacts to import, then it likely would not hurt so much if you had to track each one.

   

  If you simply want to import a basic contact list, using the CRM 'Import' tool could be a good alternative (which I did not consider before when I responded).  If I were attempting this I would consider building a Contact view through advanced find of the fields you need to include; then export to Excel, and use the result as a template.  You would then take you targeted 'import' contact list (presuming you can export the list from BCM 2007) and massage it until you get the same format as the template you extracted from CRM contacts. 

   

  The only thing I cannot offer recommendation for, is a list of the main fields/attributes you want to choose when building the Advanced find within CRM.  But, I would suggest build the fullname as part of the Import file (if not already an attribute in BCM 2007 that you can export), naming it Fullname.  You can concantonate data cells using a tool/function in MS Excel.  Additionally, when building the advanced find in CRM (to build the template), I suggest also that you make sure it includes 'business required' fields (which I suspect it would - but you can affirm this by checking the Contact form for bolded fields - in red).  If you wanted, use the template you created, and re-enter the core data and then import (if massaging the data is too involved).  Even better, delegate this entry task to someone else.  Obviously, this would not work with a large contact list, with many data variables, but it has merit for smaller lists and available (competent) staff.

   

  Additional Resources that may be helpful (at least I see value in them - in my opinion) in using the Import tool.

   

  If importing and including Pick-List values, check out the entry in the following blog (labeled: Using the Native CRM 4.0 Import for Lookup and Picklist Values): http://blog.sonomapartners.com/2008/03/index.html

   

  If per chance the scope of your data migration needs exceed the import of a basic Contact list, I would defer to my previous suggestion.

   

  Todd

  • Balas
  • Kutip

   
• 21 Juli 2008 20:08

  Pemilik

   

   
  

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  You can highlight a list of Contacts in Outlook and select the Track in CRM option or Set Parent Account if you already have the Accounts in CRM.

   

  Best Regards,

  • Balas
  • Kutip

   
• 21 Juli 2008 20:16

   

   
  

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  If this is possible, please offer details.  I opened the contact list (I have the desktop client for Outlook installed), highlighted a couple of contacts, and then clicked on Track in CRM (from the CRM tool bar), and it indicated I could not promote more than one at a time.

   

  If this is possible (maybe it is something available in the Laptop Client version), then using the Outlook > Contact import path would be a viable migration path.  Yet, if each Contact had a separate parent account, you would still have to go through process one-by-one.  Whereas, the Import tool in CRM (as I best recall) can set the parent if you include the Parent Account attribute (Column) with the exact name of the Account (presuming it already exists in CRM).  I am not sure how it handles resolution of duplicate parent account name matches.

   

  TB

   

  • Balas
  • Kutip

   
• 21 Juli 2008 20:36

  Pemilik

   

   
  

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  This is from the help files.  Please notify Microsoft if it is not working as expected.  My only intent is to provide options to explore.  I am not attempting to identify the best solution for this scenario because I don't have enough information. 

   

  Have a good day and best of luck in finding the right solution for your needs.

   

  You can save Outlook contacts as new Microsoft Dynamics CRM contacts. You can link the newly saved record to another Microsoft Dynamics CRM record, such as an account or contact.

  1. Start Outlook. ( Microsoft Dynamics CRM for Outlook must be installed.)
  2. In the Outlook contacts folder, select up to 20 contacts.
  3. On the Microsoft Dynamics CRM toolbar, click Track in CRM.
     In the Outlook Contacts folder, the icons beside the records change to the Tracked in CRM icon . The contacts appear in the Contacts area in Microsoft Dynamics CRM.
  4. To add additional information to the Contact form, open the Outlook item, and then on the Microsoft Dynamics CRM toolbar, click View in CRM. The Microsoft Dynamics CRM contact record form opens.
     
  5. Do one of the following to locate and select a parent record to link to this record:
     • In Microsoft Office Outlook 2003, click Regarding.
     • In Microsoft Office Outlook 2007, click Set Parent or Set Regarding.
  • Balas
  • Kutip

   
• 23 Juli 2008 13:46

   

   
  

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  Thank you very much for all you "tips'n'tricks". I'll give it a try tomorrow...

   

  TM

  • Balas
  • Kutip