custom CRM to MS Dynamic CRM 2011 RRS feed

  • Question

  • Hi ,

    I have to migrate from a custom developed crm to ms dynamics crm 2011.

    Help me with it

    Monday, January 5, 2015 5:39 PM

All replies

  • Hello,

    There are several steps:

    1. Analyze what entities you need to have in target CRM based on source CRM.

    2. Create Custom Fields/Entities/Relations if required.

    3. Create mapping between entities/fields between source and target CRM.

    4. Use some export/import tool that will allow you to get data from source CRM and import into target. I would suggest SSIS Integration Toolkit.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Monday, January 5, 2015 8:03 PM