Have you been looking at MS CRM, but needed help getting data from your old package into CRM? Well, Microsoft have released a set of tools that might help.
Have a look at http://www.microsoft.com/downloads/details.aspx?familyid=3D36AC8E-B485-4F0C-9DEC-C9BACBAD1A73&displaylang=en which is the page to download the "Microsoft Dynamics CRM 3.0 Data Migration Pack".
This covers importing from Business Contact Manager (smaller business's CRM solution - available as part of Office Small Business Edition or Pro Edition) and also importing from other packages.
ttfn
David
Are there migration tools to move (to and) from ACT! ?
I'd guess around 30% of our clients have some CRM (of some description) in ACT! format. We have a tool to export ACT! to Excel, but it loses the Notes / History tables.
I passed this question on to Simon, our resident CRM expert and this was his reponse - basically - ACT it part of the "anything else" category I mentioned:
The Microsoft CRM 3.0 Data Migration Pack is available for download here. This has tools for migrating data from any data source to Microsoft CRM 3.0, and includes a number of pre-built templates for ACT, Goldmine and Siebel.
The “Entity Overview” worksheet on the “ACT to CRM Mapping” Spreadsheet shows the following mapping of ACT to CRM entities, however never having used this tool I can’t comment on how comprehensive it is.
Microsoft CRM Schema Name
Microsoft CRM Entity Name
Custom-izable?
Source Database
Source Table(s)
account
Account
Yes
ACT!
TBL_ADDRESS, TBL_COMPANY, TBL_PHONE, TBL_ACCESSOR
annotation
Note
No
TBL_ACCESSOR, TBL_NOTE
contact
Contact
TBL_ADDRESS, TBL_CONTACT, TBL_PHONE, TBL_ACCESSOR
opportunity
Opportunity
TBL_STAGE, TBL_OPPORTUNITY, TBL_ACCESSOR, TBL_CONTACT
opportunityproduct
OpportunityProduct
TBL_OPPORTUNITY_PRODUCT, TBL_OPPORTUNITY, TBL_ACCESSOR
phonecall
Phone Call
TBL_ACTIVITY
product
Product
TBL_PRODUCT
Activities: Every person involved in a phone call needs a record in the cdf_activityparty table, except for the owner of the activity and the contact or account that the activity is regarding.
activityparty
people involved in an activity
Addresses: The Data Migration Framework can migrate up to two addresses for each account and contact. You can migrate more addresses for each by putting them in the cdf_customeraddress table.
customeraddress
Address
Regards, Simon
I hope this answers the question.
(c)David Overton 2006-23