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    Hi All,

    This is Senthil from Bangalore. I just wanna know how we can migrate MS DYnamics CRM to other CRM lke( People SOft CRM) or some other CRM. How we can achieve this.ANyone plz help me.....

    Thursday, December 16, 2010 10:57 AM

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    Hi,

    First of all, why are you leaving Dynamics CRM? :p).

    Secondly, maybe it would be useful if you post the question on the other CRM product forum.

    In third place, at the end of the day, I guess you may need to export current MS CRM data and import it on the other system.

    Depending on the volume of records you may want to use SSIS (or other ETL product) against Dynamics CRM SQL filtered views and/or this tool and/or write custom code using Dynamics CRM SDK.

    Hope this help,

    PP

    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    Thursday, December 16, 2010 2:49 PM
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    Hi Pabloperalta,

    Thanks for your reply. I dont wanna leave MS CRM, I wanna know how to migrate other crm to MS Dynamics CRM 4.0. Other crm like (people soft,SAP) like that.CAn u plz help me. Thank You Once again.

    Friday, December 17, 2010 6:13 AM
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    Hi,

    For data migration,

    Export data to CSV or Excel file  from CRM  so that you can use this file to import on any System.

    thx

    Prakash visanagiri
    Friday, December 17, 2010 7:12 AM
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    Watch this :-

    http://channel9.msdn.com/Blogs/jodonnell/Microsoft-Dynamics-CRM-40--Data-Migration-Manager-with-John-ODonnell

    Regards Faisal
    Friday, December 17, 2010 9:58 AM
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    Well, much much better so!! :).

    In that case you will need to export your data from the other systems so as to get .CSVs.

    Then, I recommend you use DMM (Data Migration Manager) tool to import and map the data. This tool comes out-of-the-box with Dynamics CRM.

    You can also use Import Wizard from the web interface in CRM but this is pretty limited compared to the former because you can import only one file at a time and cannot keep ownership of records (from your other system).

    I strongly recommend you first deeply analyze your source data and make some mapping table (i.e. in excel) so as to be clear the destination of the data. Some cases you may need to populate picklists (so will need to make picklist mappings) , in other cases you may need to create and populate new entities, for instance, and also relate them to the imported data.

    You definetely will need to make some POCs (proof of concepts) with small amount of records and design a plan on how to import all the data.

    I have some experiences on data import, feel free to ask if need any help.

    Good luck!

    PP

    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    Friday, December 17, 2010 12:10 PM
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    Also,

    I recommend you take a look at this link. I think it will be pretty useful for you:

    Data Migration Manager Tips and Tricks

    http://blogs.msdn.com/b/crm/archive/2008/09/02/data-migration-manager-tips-and-tricks.aspx

    Hope it helps,

    PP

    Microsoft MVP Dynamics CRM | My Twitter: http://twitter.com/pabloperalta | My blog: http://weblogs.asp.net/pabloperalta
    Friday, December 17, 2010 12:13 PM