English version
German version
Spanish version
French version
Italian version
Portuguese / Brazilian version
Dutch version
Greek version
Russian version
Japanese version
Korean version
Simplified Chinese version
Traditional Chinese version
Hindi version
Czech version
Slovak version
Bulgarian version
 

Microsoft crm data import faq

Data recovery RSS Feed





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


About the author:
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.

Article Source: Messaggiamo.Com





Related:

» Seo Elite: New Seo Software!
» AntiSpywareBOT
» Reverse Mobile
» Error Nuker


Webmaster Get Html Code
Add this article to your website now!

Webmaster Submit your Articles
No registration required! Fill in the form and your article is in the Messaggiamo.Com Directory!

Add to Google RSS Feed See our mobile site See our desktop site Follow us on Twitter!

Submit your articles to Messaggiamo.Com Directory

Categories


Copyright 2006-2011 Messaggiamo.Com - Site Map - Privacy - Webmaster submit your articles to Messaggiamo.Com Directory [0.01]
Hosting by webhosting24.com
Dedicated servers sponsored by server24.eu