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    Hi,
    I have a CRM 3.0 installation. I did a fresh CRM 4.0 installation with some new customizations. Now what i need is to migrate the data from the old version to the new one. I was thinking of using the Data Migration tool but i am thinking that putting all the data on Excel sheets will be hard.
    Is there a better way to do it?
    Thanks in advance
    Tuesday, June 16, 2009 5:47 AM

Answers

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    Hi,

    in this case, i would install the CRM 3.0 Servr on a testserver, Update this to CRM4, and then copy the upgraded Database to the new server.

    That is the eseast way to migrate the data.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Marked as answer by Donna EdwardsMVP Saturday, June 20, 2009 4:20 PM
    • Unmarked as answer by ms_crm Tuesday, June 23, 2009 5:46 AM
    • Marked as answer by Donna EdwardsMVP Monday, July 20, 2009 7:22 PM
    Tuesday, June 16, 2009 7:08 AM
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    yes, it is harder then the way to update the database, but of course, you can export all data to excel nd then import them with the DM Tool
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Marked as answer by Donna EdwardsMVP Saturday, June 20, 2009 4:20 PM
    • Unmarked as answer by ms_crm Tuesday, June 23, 2009 5:50 AM
    • Marked as answer by Donna EdwardsMVP Monday, July 20, 2009 7:22 PM
    Tuesday, June 16, 2009 4:03 PM

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  • Question
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    Hi,

    save the new customizations in XML-Files, Update the CRM 3.0 installation to CRM 4 and then import your customization in the updatet Database. Now you have all Data from CRM3 in CRM 4

    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Proposed as answer by Michael Sulz Tuesday, June 16, 2009 6:55 AM
    Tuesday, June 16, 2009 6:55 AM
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    I can't do this because CRM 4.0 is a total other installation on another server and another database.
    Any other way?
    Tuesday, June 16, 2009 7:03 AM
  • Question
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    Hi,

    in this case, i would install the CRM 3.0 Servr on a testserver, Update this to CRM4, and then copy the upgraded Database to the new server.

    That is the eseast way to migrate the data.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Marked as answer by Donna EdwardsMVP Saturday, June 20, 2009 4:20 PM
    • Unmarked as answer by ms_crm Tuesday, June 23, 2009 5:46 AM
    • Marked as answer by Donna EdwardsMVP Monday, July 20, 2009 7:22 PM
    Tuesday, June 16, 2009 7:08 AM
  • Question
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    So exporting the data to excel sheet and importing them with Data Migration tool will be so hard right?
    Or can we find a workaround for it.
    Tuesday, June 16, 2009 7:13 AM
  • Question
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    yes, it is harder then the way to update the database, but of course, you can export all data to excel nd then import them with the DM Tool
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    • Marked as answer by Donna EdwardsMVP Saturday, June 20, 2009 4:20 PM
    • Unmarked as answer by ms_crm Tuesday, June 23, 2009 5:50 AM
    • Marked as answer by Donna EdwardsMVP Monday, July 20, 2009 7:22 PM
    Tuesday, June 16, 2009 4:03 PM