Microsoft CRM Data Import FAQ

Microsoft CRM has built-in conversion tool,import. In MS CRM SDK you can program
however you should probably first try third partyduplication check, special rules for security
conversion tool, such as Scribe. It is relativelysettings. We have to stress here, that this is not
expensive and has bunch of importing capabilities,one thousand dollars project and if you are small
that you might never use and need. Scribe allowscompany, you should stick to Scribe or native MS
you to map objects in source and target, whenCRM import toolo Large Scale MS CRM
source is ACT! for example. If you are justimplementation. For corporate business security
realized the need to load data into CRM - pleasemight have top priority and migration should be
research Microsoft CRM import tool and Scribe.programmed in MS CRM SDK.o Some technical
Here we will describe other option and possibilitiesotips. Post-call-outs. In MS CRM 3.0 which should be
Master records import - you can import via MSreleased in earlier 2006 there are so-called pre-call
CRM integration tool. Tools->Import and selectouts (in version 1.2 we have only post-call-outs).
contacts or leadso Duplication dilemma. In versionPre-call-out should allow to check for duplication,
1.2 as well as in 3.0 (as far as we know) you dobased on your duplication recognition criteria and
not have duplication check and you can importcancel record if it is duplicate contact, account or
duplicate leads or contacts.o MS CRM SDKlead
custom data migration. If data import is criticalIf you have a need in large scale data import, you
and you have reasonable budget for the migrationcan always have us help you with MS CRM SDK
- you can appeal to MS CRM customizationdata conversion. Give us a call: 866.528.0577 or
partner who specializes in the complex data1.630.961.