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 wanted to go back to a technical subject but I wanted to write something that would be useful for Microsoft Dynamics CRM and non-Microsoft Dynamics CRM users alike. It’s easier said than done.

The first thing that came to my mind was Customer Relationships, we all have a way to manage our customer relationships, whether that is by using Microsoft Dynamics CRM, a third party CRM solution, Microsoft Outlook, Microsoft Excel, pen and paper, etc.. I believe Microsoft Dynamics CRM 2011 is the absolute best CRM application out there so I decided to help everyone out there to migrate to Microsoft Dynamics CRM 2011 with this column.

This Ultimate Do-It-Yourself Migration Guide will cover full system migrations from the following customer relationship management solutions:

1. SalesForce.com

2. Sage ACT!

3. GoldMine

4. Microsoft Dynamics CRM 4

5. Microsoft Outlook, Microsoft Excel and other Custom CRM Solutions

 

Here are the instructions to perform a full migration to Microsoft Dynamics CRM 2011 from:

1. SalesForce.com: Microsoft has made the migration from SalesForce.com to Microsoft Dynamics CRM 2011 a “walk in the park”. Follow these instructions and you will not need any expensive third party data tools and most importantly, you can do it yourself!

http://community.dynamics.com/product/crm/crmnontechnical/b/adopt2win/archive/2012/05/20/migrating-from-salesforce-com-to-microsoft-dynamics-crm-2011.aspx

2. Sage ACT!: Migrating from ACT! to Microsoft Dynamics CRM is a bit more complicated and requires some Microsoft SQL skills to format the data in a way that can be imported to Microsoft Dynamics CRM. If you can’t format the data on your own, you might need the help of a Microsoft partner to format the data for you but once the data is formatted you can finish the import process yourself. This should substantially decrease the cost of the Microsoft Dynamics CRM project. If you or someone within your organization possesses Microsoft SQL skills, you should be able to fully migrate from ACT! To Microsoft Dynamics CRM following the instructions on the article below:

http://community.dynamics.com/product/crm/crmnontechnical/b/adopt2win/archive/2012/05/20/migrating-from-act-to-microsoft-dynamics-crm-2011.aspx

3. GoldMine: Migrating GoldMine to Microsoft Dynamics CRM 2011 can be tricky, this is because Microsoft Dynamics CRM utilizes ‘Accounts’ as the “Master Record” where everything else is linked up to, GoldMine on the other hand uses ‘Contacts’ as the “Master Record” so the data is all linked to contacts. I will give you the steps to prepare the data and perform a successful migration from GoldMine to Microsoft Dynamics CRM 2011 on your own:

http://community.dynamics.com/product/crm/crmnontechnical/b/adopt2win/archive/2012/05/20/migrating-from-goldmine-to-microsoft-dynamics-crm-2011.aspx

4. Microsoft Dynamics CRM 4: Migrating Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011 is a simple process and I will show you how you can perform a seamless migration in just a few simple steps:

http://community.dynamics.com/product/crm/crmnontechnical/b/adopt2win/archive/2012/05/20/migrating-from-microsoft-dynamics-crm-4-to-microsoft-dynamics-crm-2011.aspx

5. Microsoft Outlook, Microsoft Excel and other Custom CRM solutions: Migrating from Microsoft Office files to Microsoft Dynamics CRM 2011 is all about the data; I will show you how to format your data in a way that allows you to import it from different programs from the Microsoft Office suite; at the same time, the use of Custom CRM solutions within corporations used to be the first option in many cases in prior years but many corporations are now trying to migrate to a better and more robust CRM system like Microsoft Dynamics CRM 2011. These steps will show you how to migrate your data from a Custom CRM Solution to Microsoft Dynamics CRM 2011:

http://community.dynamics.com/product/crm/crmnontechnical/b/adopt2win/archive/2012/05/20/migrating-from-microsoft-outlook-microsoft-excel-and-other-third-party-custom-crm-systems-to-microsoft-dynamics-crm-2011.aspx

 

If you find any issues during your migration, utilize the tools available in the Microsoft Dynamics CRM Swiss Army Knife to solve the issue and complete your migration successfully!