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Data Recovery InformationMicrosoft CRM Data Import FAQ
by:
Andrew Karasev
Microsoft CRM has built-in conversion tool, however you should probably 1st try third party conversion tool, such as Scribe. It is comparatively
dear and has bunch of commercialism capabilities, that you strength
ne'er
use and need. Scribe allows you to map objects in source and target, once
source is ACT! for example. If you are simply completed the need to load data into CRM – please research Microsoft CRM import tool and Scribe. Here we wish describe else option and possibilities
• Master records import – you can import via MS CRM integration tool. Tools->Import and choice 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 safety 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 safety strength
have top priority and migration should be programmed in MS CRM SDK.
• Several technical tips. Post-call-outs. In MS CRM 3.0 which should be discharged 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
Just about the author:
Saint 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: Region & 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.
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