Microsoft CRM has built-in conversion tool, however you should probably first try third party conversion tool, such as Scribe. It is relatively expensive and has bunch of importing capabilities, that you might never use and need. Scribe allows you to map objects in source and target, when source is ACT! for example. If you are just realized the need to load data into CRM ? please research Microsoft CRM import tool and Scribe. Here we will describe other option and possibilities
? Master records import ? you can import via MS CRM integration tool. Tools->Import and select contacts or leads
? Duplication dilemma. In version 1.2 as well as in 3.0 (as far as we know) you do not have duplication check and you can import duplicate leads or contacts.
? MS CRM SDK custom data migration. If data import is critical and you have reasonable budget for the migration ? you can appeal to MS CRM customization partner who specializes in the complex data import. In MS CRM SDK you can program duplication check, special rules for security settings. We have to stress here, that this is not one thousand dollars project and if you are small company, you should stick to Scribe or native MS CRM import tool
? Large Scale MS CRM implementation. For corporate business security might have top priority and migration should be programmed in MS CRM SDK.
? Some technical tips. Post-call-outs. In MS CRM 3.0 which should be released in earlier 2006 there are so-called pre-call outs (in version 1.2 we have only post-call-outs). Pre-call-out should allow to check for duplication, based on your duplication recognition criteria and cancel record if it is duplicate contact, account or lead
If you have a need in large scale data import, you can always have us help you with MS CRM SDK data conversion. Give us a call: 866.528.0577 or 1.630.961.598, help@albaspectrum.com
Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com ) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.
Microsoft Business Solutions Small Business Manager is scaled down Great... Read More
There are several kinds of software piracy. The bottom line... Read More
It won't matter how effective your WinRunner Team is if... Read More
Microsoft CRM is CRM application, maintained and supported by Microsoft... Read More
Programming Help for BeginnersWe write programs to instruct computers. When... Read More
Just when you thought you were Web savvy, one more... Read More
Great Plains Software Dynamics, Dynamics C/S+, eEnterprise were written on... Read More
Microsoft CRM is new player on the CRM software... Read More
.NET platform does not support multiple inheritance. Do not confuse... Read More
Shareware has been fighting the stigma of being misunderstood for... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics/eEnterprise... Read More
Which Type of Shop Can Rely On A Home Built... Read More
eStore Advantage allows front-office applications to communicate with back-office business... Read More
Finally, you have some time to personalize your desktop with... Read More
Formatting and reinstalling windows 98 is very easy if you... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
IBM Lotus Domino or Microsoft Exchange?The severe competition continues for... Read More
Microsoft-Outlook is a pretty amazing program. So much more than... Read More
You probably didn't casually invite, or extend a formal attendance... Read More
If your company has regional and worldwide operations, you might... Read More
Introduction: The creating of a computer program involves a number... Read More
So, you've bought a new Macintosh, and now you may... Read More
As of now - Great Plains Dynamics/eEnterprise is transformed/renamed into... Read More
Sometimes your PC will start acting strange for no apparent... Read More
Configuring PPP PAP AuthenticationNow we know how the ISDN link... Read More
The destruction of the Soviet Union about 15 years ago,... Read More
This article will not attempt to advocate the use of... Read More
We were recently faced with a decision: either to let... Read More
The fact that a software tester is a most infamous... Read More
Spyware and Adware infest over 90 percent of computers in... Read More
TikiWiki is open source software - it is written in... Read More
Did you ever give a thought to the number of... Read More
Several software companies design programs for preventive maintenance. Most of... Read More
1. Replace Dexterity cursor with SQL Stored Procedure Dexterity... Read More
Need software to record your voice, streaming audio or musical... Read More
Does Microsoft Have any Real Competition? Copyright (c) 2003 Gregory... Read More
Microsoft-Outlook is a pretty amazing program. So much more than... Read More
Your computer cost you from hundreds to thousands of dollars,... Read More
Microsoft Business Solutions Great Plains has many years of successful... Read More
DBxtra is a powerful query and reporting tool that hides... Read More
In the Clinton era the status quo was simple: you... Read More
Traditionally we were considering functionally rich systems, such as SAP,... Read More
Running Applications in Compatibility Mode With Windows XP, you can... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
And kill the best layout software in the process of... Read More
A wiki is an editable text-based website. But you don't... Read More
Healthcare facilities such as clinics, hospitals, and biomedical laboratories can... Read More
Innovative Maintenance Systems (IMS) is one company that offers solutions... Read More
If you have Microsoft Great Plains and support it for... Read More
If you copy something from a Web site or elsewhere...... Read More
Software |