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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Q&A

Q. Our small firm is considering doing its own data migration. We hoped to have each salesperson enter his or her own leads, but this lesson indicates that this might not be a good idea. Why is this so?

A. It makes sense to encourage your salespeople to enter 2 to 10 of their own leads to get the hang of the software, but entering 50 to 200 leads is a poor use of valuable sales energy.

Q. We want to migrate all our data from Sage ACT!, including e-mail. Are any of these tools a perfect fit for that task?

A. The best tool for migrating ACT!, including e-mail, is one of the experienced partners with custom solutions for handling ACT! e-mails or an application built for the specific need. ACT! e-mail storage is difficult to migrate.

Q. We are ...

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