Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
How to import contact and account from ON premise CRM to CRM online RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Dear all,

    I have an on premise CRm fully working that we use for years now. Today we device to start from using CRM online.

    In order to save time we would like to be able at least to import CONTACT and ACCOUNT to CRM online.

    The problem I see is that as an Account is linked to a Primary contact and a Contact to a Parent customer how can do those import ?

    At first I go to my CRM on site and select contact export account to Excell, then it generate an xml file.

    Then I go to CRM online and select import data and point to that file. Then it take it, no error reported, no success reported.. siply nothing and of course my account are not their.

    Any idea how can I do it ?

    regards

    Saturday, May 3, 2014 12:07 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    You can work with Microsoft support, and they can migrate your whole On-prem CRM database to Online if you like.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Saturday, May 3, 2014 1:54 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    I think they do not provide such free service help

    Saturday, May 3, 2014 2:14 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    I know they do, I have used it for my clients.  If you are migrating to CRM Online, open a case with Microsoft CRM Online support and tell them you want to migrate your on-premises database.  They will provide you an SFTP location to load the database and will then load it into the system.  You'll need to handle some stuff like setting up users in CRM Online and providing a user map for the Ms support team.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Proposed as answer by _Vikram Saturday, May 3, 2014 5:14 PM
    Saturday, May 3, 2014 3:57 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thnaks will try
    Sunday, May 4, 2014 1:18 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    AS a partner I have an Action Pack registration which offer mee 5 CRM online licence. I am able to freely use those licence for handling my own customers and business ?
    Thursday, May 8, 2014 3:51 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    No, your clients need their own licenses.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, May 8, 2014 6:46 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Not for my customers on their own site, I mean for us as an internal use ?
    Friday, May 9, 2014 6:40 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    You should break the round dependency.

    1.import account with no Primary contact

    2.import contact with parent account

    3.export the account as reimportable->modify the Primary contact

    4.reimport into CRM system.

    Wilson


    Monday, May 12, 2014 8:50 AM