Microsoft Dynamics CRM 4.0 Unleashed

Chapter 25. Migrating Data from Other Systems to Microsoft Dynamics CRM

<feature><title>In This Chapter</title>

• When to Work with the Microsoft Dynamics CRM Tools

• Considerations When Working with the Data

• Migration Options

• Third-Party Tools

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Microsoft Dynamics CRM comes with some very powerful tools to migrate data. However, sometimes you might want to migrate the data manually, such as in these situations:

• The data comes from a custom source, such as a custom CRM system, or the data is disorganized.

• The CRM application is closed source and does not allow for easy data extraction.

• Multiple data sources exist.

• Attachments need to be migrated.

When performing data migrations, it is important to realize that data migration is not a one-time process. ...