Tag Archives: migration

11 Dynamics CRM Data Migration Tips

Posted on May 8, 2013 by JoeCRM

Data migrations can be complex. Whether you are migrating from Salesforce.com to Microsoft Dynamics CRM or from another contact management solution, you will come across challenges with data. This blog will highlight 11 Dynamics CRM data migration tips that migration

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Posted in Development

Switching from Salesforce.com to Microsoft Dynamics CRM: Data Planning

Posted on December 7, 2012 by JoeCRM

If you’re giving some serious thought to switching from Salesforce.com to Microsoft Dynamics CRM, one of the areas you’ll want to plan for is how you want to move your data out of your current system and into Dynamics CRM.

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Posted in CRM 101

Dynamics CRM Using Scribe Insight and an Easy Way to Link Accounts and Contacts when Migrating Data

Posted on May 15, 2012 by JoeCRM

Every now and then, we get the requirement to move data from legacy systems to Microsoft Dynamics CRM. Not all the legacy data have unique primary key fields defined for the tables storing the data. The fact is that some old

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Posted in CRM 2011, Development

Importing Lookup Values Using CRM 2011 Data Import Wizard

Posted on December 15, 2011 by JoeCRM

Microsoft Dynamics CRM 2011 has come up with cool new features and enhancements to the Data Import Wizard. (See CRM 2011 Data Import Wizard post from October 2010) Another cool capability the Wizard has come up with is simplifying the

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Posted in CRM 101