Home
>
Software
>
Microsoft CRM Data Conversion FAQ

Microsoft CRM Data Conversion FAQ

Microsoft Business Solutions CRM data conversion deserves FAQ type of article, where IT people could get initial directions. Even if it seems as a trivial task, we would suggest you to think about these possible scenarios: objects mapping between your legacy CRM: GoldMine, ACT, Siebel, Lotus Notes Domino. When you think about MS CRM switch over ? do you think just to transfer master records: Leads, Contacts, Accounts, or you are thinking about historical activities: emails, faxes, calls, appointments, etc?

? MS CRM Import tool. You can import contact and leads using MS CRM import, your source files should be text files and import tool doesn't validate duplicates, dirty records and similar potential pitfalls. Well, Import wizard comes free with MS CRM purchase, but in our opinion, you should just continue reading and go to the next bullet.

? Scribe. This is the first professional level option you should consider. The nicety of scribe lays in the fact that it has mappings for ACT for example and you will need just select the destination. Again, please understand that each CRM solutions has its own master and activity objects categories. Scribe should resolve 85% of your conversion issues and if not you should check with scribe. Some issues are not resolvable in scribe: Siebel email attachments, records duplications and others.

? Microsoft CRM SDK. MS CRM SDK is the ultimate tool to migrate whatever is possible and impossible into MS CRM. However ? we have to warn you that in this case we have to do custom data conversion and our programmers dedicate their time to help you out. We expect your participation in objects mapping. Plus you should be ready to allocate substantial time to test the conversion, prior to going live. So, the expectations should be set that your have to budget 50 hours or more

? Security Model Concerns. Microsoft CRM has advanced security model, and technically it can serve up to large corporation with regional and worldwide offices. In this case you usually deploy objects sharing technique and deploy teams and role (MS CRM Business Units and Sales Territories doesn't allow your CRM users to be in multiple units or at the same time serve several territories). If initial data conversion requires security consideration ? you should consider MS CRM SDK approach ? even if you have to pay higher price for the conversion. Large business should consider the risk of exposing records to unauthorized employees

? MS CRM Integration. Using MS CRM SDK you can integrate CRM with your third party financial applications, such as Navision, Axapta, Solomon, Oracle Financials, SAP, PeopleSoft. Software Development Kit allows you to integrate your custom SQL, DB2, Oracle or other ODBC and OLEDB complaint application.

Currently we are confident in MS CRM ability to automate the following industries: Aerospace & Defense, Chemicals, Oil & Gas, Advertising & Publishing, Distribution & Logistics, Beverages, Supply Chain Management (SCM), Pharmaceutical, Nonprofit, Healthcare/Hospitals, Wholesale/Retail, Manufacturing/Assembling, International Business/Multinational Corporation, Government.

You can always have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com

Andrew Karasev is consultant and CTO in Alba Spectrum Technologies ( http://www.albaspectrum.com ) ? Microsoft Business Solutions partner, serving clients in Illinois, New York, California, Florida, Georgia, Texas, Arizona, Virginia, Minnesota, Canada, UK, Europe, Australia, Asia, Russia. He is Microsoft Great Plains certified master, Great Plains Dexterity, Microsoft CRM SDK C#.Net, Crystal Repots developer. You can reach Andrew: http://www.albaspectrum.com

to o hare transportation Riverwoods .. Lockport Chicago limo O’Hare

In The News:

Kurt the CyberGuy walks through steps he recommends immediately taking after getting new electronics — like phones or TVs — as gifts this holiday season.

When speaking becomes physically challenging, you can preserve your unique voice using Apple's Personal Voice and Live Speech technology.

Google Maps is deleting location history soon. Tech expert Kurt “CyberGuy" Knutsson shows you how to back it up before it's gone.

iOS 18.2 lets AirTag owners securely share item locations with trusted individuals. Tech expert Kurt “CyberGuy" Knutsson examines the powerful new feature.

The FBI is warning timeshare owners of a telemarketing scam tied to a Mexican drug cartel. Tech expert Kurt “CyberGuy" Knutsson provides steps to stay safe.

Protecting your home network includes securing your router, just like your phone or laptop. Kurt “CyberGuy" Knutsson reveals six ways to protect your Wi-Fi router from hackers.

Kurt “CyberGuy" Knutsson: ConnectOnCall breach leaks sensitive data of 910,000+ patients.

Rising elder scams: How to recognize them and protect yourself and your loved ones. Tech expert Kurt “CyberGuy" Knutsson helps you outsmart the scammers.

There are common habits and oversights that could leave your financial information vulnerable to cybercriminals, according to Kurt the CyberGuy.

Counting calories just got easier with The Drop, the world's first automated nutrition tracker using advanced computer vision and artificial intelligence.

A virtual private network can help ensure your information remains security and your privacy remains intact. Kurt the CyberGuy explains.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Artificial intelligence-based cameras are giving air defense operators unprecedented capabilities in monitoring and protecting airspace.

Apple's iOS 18.1 Inactivity Reboot automatically reboots your iPhone if it hasn't been used or unlocked for more than three days, providing better data protection.

An inventor designed rooftop solar panels for a Tesla that draws solar energy while the car is parked, adding travel mileage without plugging in.

There are currently no laws governing what artificial intelligence can and cannot do with the information it gathers; here are 10 things to avoid telling AI chatbots to keep yourself safe.

A credit union with over 240,000 members recently revealed it was targeted by cybercriminals, resulting in a data breach that was part of a two-month attack by hackers.

Scammers have become skilled at creating convincing fake websites that can easily fool unsuspecting users. The CyberGuy offers tips to protect yourself.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

CAPTCHAs, which are used by websites to confirm whether users are people or bots, are harmless, but hackers are using them to infect PCs with malware.

Hackers recently leaked personal information of about 500,000 Americans and stole patient medical records that included lab results and insurance details.

The holiday season sees a rise in mobile shopping scams. Tech expert Kurt “CyberGuy" Knutsson helps you learn how to stay safe.

Tech expert Kurt “CyberGuy" Knutsson says a VPN enhances online banking security by encrypting data and protecting privacy.

Beware of these six sneaky holiday scams. Tech expert Kurt “CyberGuy" Knutsson gives you tips to avoid falling victim.

Tech expert Kurt “CyberGuy" Knutsson reveals how to securely back up and factory reset your Android to protect your privacy and data.