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    Hi All,

    Migrating 300 abc clients data how can we migrate into MSCRM online 2013?

    i am new to MSCRM 2013 online..can you please guide me the process?

    Rammohan

    Monday, April 7, 2014 9:34 AM

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    For just 300 clients, I would use the default import tool and then manual cleanup. It's not fun, but for that few records, it's better and likely faster than using a tool like Scribesoft. Also, it gives your client a chance to really validate that good data is going into the system.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, April 7, 2014 1:05 PM

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    here is a few guides on how to use the default import tool.

    http://www.microsoft.com/en-us/dynamics/crm-customer-center/import-accounts-leads-or-other-data.aspx

    https://www.youtube.com/watch?v=Ka4zsSU4rk8

    Alternately you can look at tools like Scribesoft or Import Manager.. You can also create your own SSIS packages to import with.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Monday, April 7, 2014 12:15 PM
    Monday, April 7, 2014 12:15 PM
  • Question
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    For just 300 clients, I would use the default import tool and then manual cleanup. It's not fun, but for that few records, it's better and likely faster than using a tool like Scribesoft. Also, it gives your client a chance to really validate that good data is going into the system.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, April 7, 2014 1:05 PM