Home
»
Microsoft Dynamics CRM
»
Adopt2Win by Gus Gonzalez
»
All Tags
»
Migration
Browse by Tags
ACT
CRM2011
CRM4
GoldMine
Importing
Migrating
SalesForce
Related Posts
Blog Post:
Looking to Migrate to Microsoft Dynamics CRM 2011? Do it yourself for free!
Gus Gonzalez
For last month’s column, I stepped out of the technical side to show you all the tools available out there to help you drive user adoption and resolve any issues you have regarding Microsoft Dynamics CRM 2011. I called last month’s column “ The Microsoft Dynamics CRM Swiss Army Knife ”. This month, I...
on
20 May 2012
Blog Post:
Migrating from SalesForce.com to Microsoft Dynamics CRM 2011
Gus Gonzalez
Follow these steps to complete a SalesForce.com to Microsoft Dynamics CRM 2011 Migration: Getting a Full SalesForce.com Export: 1. Perform a full SalesForce.com Enterprise or Unlimited export, navigate to Setup -> Administration Setup -> Data Management -> Data Export -> Export Now...
on
20 May 2012
Blog Post:
Migrating from ACT! to Microsoft Dynamics CRM 2011
Gus Gonzalez
Follow these steps to complete a Sage ACT! to Microsoft Dynamics CRM 2011 Migration: Preparing Microsoft Dynamics CRM 2011 and getting a Full Export out of Sage ACT!: 1. Make sure all Sage ACT! users have been created as Microsoft Dynamics CRM Users and have a Security Role assigned that allows...
on
20 May 2012
Blog Post:
Migrating from GoldMine to Microsoft Dynamics CRM 2011
Gus Gonzalez
Follow these steps to complete a GoldMine to Microsoft Dynamics CRM 2011 Migration: Preparing Microsoft Dynamics CRM 2011 and getting a Full Export out of GoldMine: 1. Make sure all GoldMine users have been created as Microsoft Dynamics CRM Users and have a Security Role assigned that allows ownership...
on
20 May 2012
Blog Post:
Migrating from Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011
Gus Gonzalez
Follow these steps to complete a Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011 Migration: Preparing Microsoft Dynamics CRM 2011 to restore your Microsoft Dynamics CRM 4 database 1. Before starting with the installation of base Microsoft Dynamics CRM 2011, audit your current Microsoft...
on
20 May 2012
Blog Post:
Migrating from Microsoft Outlook, Microsoft Excel and other Third-Party/Custom CRM systems to Microsoft Dynamics CRM 2011
Gus Gonzalez
Follow these steps to complete a Microsoft Outlook, Microsoft Excel or Third-Party/Custom CRM systems to Microsoft Dynamics CRM 2011Migration: Preparing the data The easiest way to import data into Microsoft Dynamics CRM 2011 is to place the data in a format the Microsoft Dynamics CRM Import Wizard can...
on
20 May 2012