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Data Migration in CRM RRS feed

  • Question

  • Hi,

    We are currently using Microsoft CRM 4.0.We have a requirement to upload bulk data(contacts) to the  system.

    Do we have any enhanced feature in Microsoft CRM 2011.So that the bulk migration will be easier in CRM 2011 intead of CRM 4.0.

    Please suggest.

    Regards,
    gjoshi

     


    Joshi
    Thursday, April 14, 2011 11:21 AM

Answers

  • There are a number of tools you can use for this.  If you are just moving contacts from one system to the next, the import export wizard within the CRM GUI should be able to help export the related entities.  Then you use the wizard in 2011 to import them again and map your lookups and relationships. 

    If this isn't fully featured enough for you you can build your own tool using the CRM SDK or you can have a Microsoft Partner do it. 

    SDK Links:

     For 4.0:http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

    For 2011:http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

    Lastly, you could use a third party tool to do the migration.  Scribe (www.scribesoft.com) is particularly well suited for this type of migration.


    Jamie Miley
    http://mileyja.blogspot.com
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    Follow Me on Twitter!
    Thursday, April 14, 2011 1:21 PM
    Moderator
  • HEllo,

    we are in the process of creating a copy of our production CRM 4.0 into CRM2011 due to our integration into other system and heavy customization it is going slow. With that said we with all also migrate data into CRM and I have tested a little bit the CRM 2011 ootb data import. If you struggle for CRM 4.0 then you will have issues with CRM2011 it is basically the same and rather iritiating.

    As Jamie has suggested there are third party tools, I use and have used since CRM 3.0 the import manager by CRM extensions and it it very good that when we finish our upgrade I will purchase this tool again.

    IF you have a ton of associated date it is best to have a DB expert migrate the database for you and have that be apart of your upgrade process. You should then plan for it and test data migration.

    my two cents


    Patrick Kitchell MS Business Professional CRM Manage
    Thursday, April 14, 2011 1:28 PM
  • I would upgrade first, in theory it shoudn't make a difference, but it is one variable to remove from the upgrade process.  If you get them in before the upgrade they will already be there after the upgrade.  None of the migration approaches proposed are really easier to do in 2011 versus 4.0 or the other way around.  I only suggest approach to eliminate some strange incompatible one-off data scenario that might affect the upgrade process, but again, in theory if the data is in 4.0 already it should come over to 2011 just fine.

    I think the real decision you have is how you will do the migration, build a tool, try to hash it out with the tools already provided, or buy a third party tool like scribe.


    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Sunday, April 17, 2011 11:49 PM
    Moderator
  • Hi Joshi,

    I would recommend you check CozyRoc SSIS+ library here. It is based on the powerful SQL Server Integration Services and already deployed in production systems. CozyRoc Dynamics CRM adapters support CRM 3, 4 and 2011 and support all three deployment types: Premise, Hosted and Live


    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
    Tuesday, April 26, 2011 9:44 PM

All replies

  • There are a number of tools you can use for this.  If you are just moving contacts from one system to the next, the import export wizard within the CRM GUI should be able to help export the related entities.  Then you use the wizard in 2011 to import them again and map your lookups and relationships. 

    If this isn't fully featured enough for you you can build your own tool using the CRM SDK or you can have a Microsoft Partner do it. 

    SDK Links:

     For 4.0:http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

    For 2011:http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

    Lastly, you could use a third party tool to do the migration.  Scribe (www.scribesoft.com) is particularly well suited for this type of migration.


    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Thursday, April 14, 2011 1:21 PM
    Moderator
  • HEllo,

    we are in the process of creating a copy of our production CRM 4.0 into CRM2011 due to our integration into other system and heavy customization it is going slow. With that said we with all also migrate data into CRM and I have tested a little bit the CRM 2011 ootb data import. If you struggle for CRM 4.0 then you will have issues with CRM2011 it is basically the same and rather iritiating.

    As Jamie has suggested there are third party tools, I use and have used since CRM 3.0 the import manager by CRM extensions and it it very good that when we finish our upgrade I will purchase this tool again.

    IF you have a ton of associated date it is best to have a DB expert migrate the database for you and have that be apart of your upgrade process. You should then plan for it and test data migration.

    my two cents


    Patrick Kitchell MS Business Professional CRM Manage
    Thursday, April 14, 2011 1:28 PM
  • Thursday, April 14, 2011 5:43 PM
    Moderator
  • Hi Jamie,

    Thanks for the response.

    Please let  me know what should be the convenient approach to do the migration i.e.

    Approach -1

    • First do the Bulk Migration and then do the CRM upgrade from 4.0 to CRM 2011

    Approach-2

    • First do the CRM uograde from 4.0 to CRM 2011 and then do the bulk migration.

    Regards,
    Gaurav Joshi

     

     

     


    Joshi
    Friday, April 15, 2011 4:43 AM
  • I would upgrade first, in theory it shoudn't make a difference, but it is one variable to remove from the upgrade process.  If you get them in before the upgrade they will already be there after the upgrade.  None of the migration approaches proposed are really easier to do in 2011 versus 4.0 or the other way around.  I only suggest approach to eliminate some strange incompatible one-off data scenario that might affect the upgrade process, but again, in theory if the data is in 4.0 already it should come over to 2011 just fine.

    I think the real decision you have is how you will do the migration, build a tool, try to hash it out with the tools already provided, or buy a third party tool like scribe.


    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Sunday, April 17, 2011 11:49 PM
    Moderator
  • Hi Joshi,

    I would recommend you check CozyRoc SSIS+ library here. It is based on the powerful SQL Server Integration Services and already deployed in production systems. CozyRoc Dynamics CRM adapters support CRM 3, 4 and 2011 and support all three deployment types: Premise, Hosted and Live


    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
    Tuesday, April 26, 2011 9:44 PM