Saturday, December 8, 2007

Microsoft Dynamics CRM 4.0 Data Migration Wizard

Below is a great video demo of the new data migration tool that Microsoft is bundling with MS CRM 4.0. It is very promising. We are still evaluating the differences and what it will be good for. Either way it is a huge improvements from the Data Migration Framework bundle that came with versions 1.0 thru 3.0. We never used the DMF because it was just so difficult and limited. We always used the SCRIBE migrate path and have become very certified, experienced and proficient with SCRIBE over the least couple years.

Data migration is a critical step in any CRM implementation. Getting the data from one or many systems and getting it into MS CRM in an optimal fashion can be a bit tricky. Data consolidation into CRM applications is a major driving factor in any executives ROI analysis before buying. To many organizations have team members toggling between many applications to get client data and do their daily interactions.

So data migration is critical and this new data migration wizard promises to improve that functionality. It has pre-built templates for ACT and Outlook but also custom data maps can be built and used for moving data into the system. It can do inserts and or updates. that is a major piece of functionality!

Check it out. We are very excited about this tool that comes with MS CRM!

http://www.philiprichardson.org/screencasts/titan/DataMigration/DataMigration.html

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