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Data Migration Tool for CRM 4.0 to CRM 2011 ? RRS feed

  • Question

  • Hi Everyone,

    Senario : I have 4.0 crm db but not able to upgrade to crm 2011 due to unsupported customization and db issues.

    Now i am going for data migration option so please suggest me ootb data migration tool details and also if any 3rd party migration tool is available for migration.

    Thanks!


    Friday, August 12, 2011 8:34 AM

Answers

  • Hi,

    In out of the box migration tool, there are limitations that will definately increase the time of migration and may require you to develop custom utilties to upload attachments data and it imports data asynchronously and will take more time in importing data and you have to always import the parent data first and does not allow to write data validation rules (you may need to write them in Excel or write custom plugin rules etc..) but it is free of cost. You can

    Scribe have all the features that OOB data migration support and it can be used to activity attachments, notes with attachments, Activity parties for e-mails with more than one recipient , contracts and you can add data validation rules, it can import data synchornously and much faster but it will cost you. Overall all Scribe is recomended you can also check scribe website for trial version. 

    You may aslo refer: http://blog.customereffective.com/blog/2011/04/lessons-learned-migrating-data-to-microsoft-dynamics-crm-2011.html

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Edited by Jehanzeb.Javeed Thursday, September 29, 2011 2:15 PM
    • Proposed as answer by Jehanzeb.Javeed Thursday, September 29, 2011 2:15 PM
    • Marked as answer by P_Mundra Friday, September 30, 2011 6:43 AM
    Thursday, September 29, 2011 2:14 PM

All replies

  • Hi,

    If you are also considering 3rd party solution then i would suggest Scribe (http://www.scribesoft.com/Dynamics-Migration.asp) Data Migration tool which can be used to Migrate data from CRM 4.0 to CRM 2011 system or you can use the CRM 2011 native Data Import functionality, you may reffer the links below for data import visa native functionality.

    http://www.switched-online.com/a-guide-to-importing-data-to-microsoft-dynamics-crm-online-2011/

    http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-2011-data-import/

    http://blogs.msdn.com/b/crm/archive/2011/03/07/excel-2010-and-data-import-templates.aspx


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, August 12, 2011 7:13 PM
  • Thanks for you response.

     

    But Javeed any limitation with using ootb tool - DATA IMPORT. 

    Saturday, August 13, 2011 6:06 PM
  • Hi,

    Find below the limitations using OOTB  Data Import:

    1. There is an out of the box limit of 8 MB per file so you have to split the files into smaller manageable files if needed


    2. This will import new data and will NOT update existing data as we have nothing to match on.
    Relationships can be imported, but there has to be a perfect match with the related entity. For example, if importing contacts, the parent customer has to match the account name exactly and there can be only one. Just like highlander.
    To update exsisting data you can use excel export

    3. You CAN import .zip, .csv, .txt, and even .zip with multiple csv files in it. The 8 MB limit applies to each individual file.

    4. The duplicate detection will prevent duplicates from being created by skipping rows that trigger a duplicate detection rule.

    5. Can not upload attachments only data can be imported

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Saturday, August 13, 2011 6:14 PM
  • Hi Javeed,

    comparison wise which one is better ? ootb or scribe ? please can you highlight some high level points like in terms of complexity, cost , performance, data transfer speed ?

    • Proposed as answer by arunkandoth Thursday, September 29, 2011 1:01 PM
    • Unproposed as answer by arunkandoth Thursday, September 29, 2011 1:01 PM
    Thursday, September 29, 2011 11:02 AM
  • there is also an IP from Microsoft. (paid service) reach out to the support team and they should help you.
    Thursday, September 29, 2011 1:02 PM
  • Hi Arun,

    Can you provide some link where i can get details of IP ???

    Thursday, September 29, 2011 1:30 PM
  • Hi,

    In out of the box migration tool, there are limitations that will definately increase the time of migration and may require you to develop custom utilties to upload attachments data and it imports data asynchronously and will take more time in importing data and you have to always import the parent data first and does not allow to write data validation rules (you may need to write them in Excel or write custom plugin rules etc..) but it is free of cost. You can

    Scribe have all the features that OOB data migration support and it can be used to activity attachments, notes with attachments, Activity parties for e-mails with more than one recipient , contracts and you can add data validation rules, it can import data synchornously and much faster but it will cost you. Overall all Scribe is recomended you can also check scribe website for trial version. 

    You may aslo refer: http://blog.customereffective.com/blog/2011/04/lessons-learned-migrating-data-to-microsoft-dynamics-crm-2011.html

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Edited by Jehanzeb.Javeed Thursday, September 29, 2011 2:15 PM
    • Proposed as answer by Jehanzeb.Javeed Thursday, September 29, 2011 2:15 PM
    • Marked as answer by P_Mundra Friday, September 30, 2011 6:43 AM
    Thursday, September 29, 2011 2:14 PM