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Import data from CRM 4 into an EXISTING CRM 2011 organisation RRS feed

  • Question

  • Hello,

    In my organisation, we have a Dynamics CRM 4 deployment which is full of issues (on a W2k2 server and SQL 2005 DB). We were looking to upgrade to Dynamics CRM 2011. But Instead of trying to upgrade this messy environment, I decided in favour of deploying a slate-clean Dynamics CRM 2011 on a fresh 2008R2 VM, using our new SQL 2008R2 database.

    Now I want to import some data from the previous CRM 4 (i.e.: Contacts, Accounts and Opportunities). I want to do this in a way that I can keep most of the information as possible. So I wonder what is the best way of doing this? Should I export my data into Excel and import it to Dynamics CRM 2011? Or is there a better way of doing this?

    Thanks in advance for the help.

    Regards,
    P. 

    Friday, April 8, 2011 3:37 PM

Answers

  • I still have to point back at the proposed SDK custom application solution if your organization is dead set against buying something. 
    Jamie Miley
    http://mileyja.blogspot.com
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    • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 4:02 PM
    Tuesday, April 12, 2011 7:20 PM
    Moderator
  • We had an issue like this earlier where we had limited time to move data from a CRM Online organization (trial) to a CRM 4.0 on-premise org. Due to the lack of time, we had to work out a clunky tool which looped through all entities and downloaded Data in HashTables and serialized them to Disk (and download the attachments separately). Once we had the data, we did not have to worry about losing our data once the trial ends.

    Later, we wrote a clunky import tool which would -

    1. Load the data in memory (Master data first. followed by related data) 

    2. Use the Same Entity Ids (primary key)

    2. Reassign User Ids (Owner, CreatedBy, ModifiedBy)

    3. Reassign Business Unit and Currency Ids with the one in the new Org.

    4. Insert Data in CRM.

     

    We had a lot of issues, but we were able to get it done in a week. Let me know if you need more information on this.

     

    Thanks,

    Maruf

    • Proposed as answer by Maruf Monday, June 6, 2011 3:52 PM
    • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 4:02 PM
    Monday, June 6, 2011 3:41 PM

All replies

  • I would consider Scribe for this type of work.  It has a good set of tools specifically taylored to CRM integration or migration.

    www.scribesoft.com


    Jamie Miley
    http://mileyja.blogspot.com
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    Friday, April 8, 2011 5:16 PM
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  • Jamie,

    Thank you for the reply. Scribe looks good. However I don't think my company would look to buy a 3rd party tool.

    Is there any other option, or am I stuck with Excel export/import?

     

    Regards,

    P.

    Friday, April 8, 2011 5:22 PM
  • You could build a tool the SDK, but honestly, if you figure out the hours it will take to build the tool, you could probably buy scribe.

    Here is the SDK links if you are interested though.

    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


    Jamie Miley
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    • Proposed as answer by Jim Glass Jr Friday, April 8, 2011 8:27 PM
    Friday, April 8, 2011 7:02 PM
    Moderator
  • Jamie,

    Knowing the management of my organisation, no one will buy anything :-)

    So I reckon that using any built-in tool or free-ware application for Dynamics CRM 2011, the only option I have is the Excel import... Is that correct?

    Regards,

    P.

    Friday, April 8, 2011 8:31 PM
  • Scribe do offer a 30 day trial with no limitations and you could probably accomplish what you are trying to do in a few days. It's a great tool and well worth the investment. Otherwise, your options are SDK or Excel imports.
    Neil - My CRM Blog
    Friday, April 8, 2011 10:41 PM
  • Hi Neil

    That is great news! I will give it a try. Thanks a lot!

    P.

    Saturday, April 9, 2011 1:12 AM
  • Neil,

    Just tried Scribe and I found out that it DOES have a limitation. Only 100 rows per entity. It does look good though.

    Monday, April 11, 2011 7:52 PM
  • Ah, sorry about that, it never used to!
    Neil - My CRM Blog
    Monday, April 11, 2011 8:09 PM
  • You can create a view in CRM 4.0 with all the fields you want to export for each entity. Export each entity to excel and save as CSV.  Use a Zip compression tool to make a zip file of of the CSV's.  Import the zip into CRM 2011 using the built in import wizard.  There is a size limitation with the import wizard so depending on much data you want to bring across, you may want to split your data in to parts.  I think the limit is 8mb
    Marc Collins www.QGate.co.uk
    Tuesday, April 12, 2011 10:22 AM
  • I still have to point back at the proposed SDK custom application solution if your organization is dead set against buying something. 
    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 4:02 PM
    Tuesday, April 12, 2011 7:20 PM
    Moderator
  • Jamie,

    It is a valid point. But the issue is that I am not a hardcore CRM developer (I am crawling at .NET dev at the moment, let alone .NET with the CRM SDK!)

    As for Scribe, since my company is willing to deploy an ERP in the future, I told them they should look into Scribe and my IT director believes I have a point. However, as for this migration goes, I'll have to go with Excel imports.

    It doesn't seem like a big of deal though. I'll import only default fields for the ACCOUNTS, CONTACTS and OPPORTUNITIES. The caveats, as far as I know (perhaps I am wrong?) is that I'll lose notes.

     


    Tuesday, April 12, 2011 7:27 PM
  • Did you find the answer you needed? 

    Jamie Miley
    http://mileyja.blogspot.com
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    Follow Me on Twitter!
    Saturday, June 4, 2011 2:38 AM
    Moderator
  • We had an issue like this earlier where we had limited time to move data from a CRM Online organization (trial) to a CRM 4.0 on-premise org. Due to the lack of time, we had to work out a clunky tool which looped through all entities and downloaded Data in HashTables and serialized them to Disk (and download the attachments separately). Once we had the data, we did not have to worry about losing our data once the trial ends.

    Later, we wrote a clunky import tool which would -

    1. Load the data in memory (Master data first. followed by related data) 

    2. Use the Same Entity Ids (primary key)

    2. Reassign User Ids (Owner, CreatedBy, ModifiedBy)

    3. Reassign Business Unit and Currency Ids with the one in the new Org.

    4. Insert Data in CRM.

     

    We had a lot of issues, but we were able to get it done in a week. Let me know if you need more information on this.

     

    Thanks,

    Maruf

    • Proposed as answer by Maruf Monday, June 6, 2011 3:52 PM
    • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 4:02 PM
    Monday, June 6, 2011 3:41 PM
  • How are you performing these inserts and such?  Is this using SQL or the webservices?
    Jamie Miley
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    Monday, June 6, 2011 3:59 PM
    Moderator
  • Webservices. Since the data is serialized as DynamicEntity in Hashtables it makes it easier.

    Monday, June 6, 2011 4:03 PM
  • Good, it sounds like your proposed solution is an implementation of what I have proposed above in a supportable manner.  Both should probably be marked as answer.
    Jamie Miley
    http://mileyja.blogspot.com
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    Monday, June 6, 2011 4:23 PM
    Moderator
  • Your solution being marked as the answer as I was the last to respond :). Mine is more of an assisted answer.

    Monday, June 6, 2011 4:26 PM
  • They can mark both as answer too, I am fine with that. 
    Jamie Miley
    http://mileyja.blogspot.com
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    Monday, June 6, 2011 4:35 PM
    Moderator