Related Posts
  • Forum Post: Re: Importing records with Relationships

    We are a Gold Partner focussing on significant CRM 4 projects and a fundamental aspect often revolves around migrating existing data from disparate systems to CRM as a single platform. Fundamentally some of these systems already hold relationship information and as such we use a tool from Simego called...
  • Forum Post: Migrating CRM 4.0 to a new server

    Hi. I am new to CRM and this community. Here is the case. We install and configure CRM 4.0 to a Vmware Server environment (virtual machine) for trial period. Now we are using it very effectively. However, the virtual machine that CRM running on it is very slow right now because of the database...
  • Forum Post: Migrating CRM 4.0 to a new forrest

    Hi, migrating CRM 4.0 between domains is simple enough but I need to migrate the CRM onto a completely different forrest. Is there any best practices for this doing this? Are there any complications? Its a SQL Server 2005 being moved to a SQL Server 2008. I'm mainly concerned about keeping the individual...
  • Forum Post: Cleared Microsoft Dynamics CRM skills needed in Washington, DC

    Urgent need for a TS cleared candidate with strong functional and technical skills to work on a project in Arlington, VA. Will be working on a Sharepoint to Microsoft Dynamics CRM workflow conversion. Work may be done remotely with excellent hourly rate and contract-to-hire potential if interested. Please...
  • Forum Post: CRM Online Questions

    Hi all, we want t use CRM Online, but we dont know how to migrate our Data from our existing CRM 4.0 On Premise to CRM Online. Second Question... Can i use Active Directory users to access CRM Online? Is there any Documentation about these thinks?
  • Forum Post: Easy to move from CRM 2011 online to CRM 2011 on premises?

    How easy (or hard) is it to migrate from Dynamics CRM 2011 online to Dynamics CRM 2011 on premises? Some customers might start using the CRM 2011 online version as a pilot and then move to a full scale on premises solution in house. What about moving all data (Accounts/Contacts/Activities/Opportunities...
  • Forum Post: Moving MSCRM 4.0 to new domain

    As above. I am exploring an alternative not mention in http://support.microsoft.com/kb/952934 And I would appreciate any inputs from the folks who had experience moving MSCRM system to new domain. The domain administrators will be making use of ADMT to migrate the users, groups and servers from...
  • Forum Post: How can I migrate from Sage CRM to Dynamics CRM?

    What is the best way for one off data migration from, Sage CRM to MS Dynamics CRM? Is there any migration tool available(I looked in Scribe but it cant do it)? Is there any ways of doing this, has anybody done this successfully? Thanks
  • Forum Post: How to Migrate Security Role from Test System to Live System in Dynamics CRM 2011

    I am using MS Dynamics CRM 2011. Currently, instead of using my pair of eyes trying to match and create the Security Roles in my Test environment to my Production environment, can someone please please guide/help me either via a link or outline steps. Probably this question has been raised somewhere...
  • Forum Post: enabling documentation management for multiple entities in bulk

    Hi there, My company is planning an integration between sharepoint online and dynamic crm online. we have investigated the OFTB document management integration with sharepoint and it looks great. We understand the requirements of the configuration required to get started but we have one outstanding...
  • Forum Post: Deleting Fields prior to re-import of Organization

    Hello everyone. I am currently working a migration from CRM 4.0 to CRM 2011. I inherited this system and the developer before me used a lot of unsupported code/methods to add functionality to the system. I'd like our CRM 2011 deployment to be fully-supported. Toward that goal, I have created a...
  • Forum Post: Re: Can not create new entities afer migrate CRM Online to CRM Onpremise

    Hi Allan, we have CRM 2011 with the Rollup 11 and the DB in SQL Server 2008 R2 Enterprise. We did not worked with the trace, sorry, but we fixed the issue with activate the plugins, and then, the role sysadmin has been added to the group SQLAccessGroup in CRM. The problem is that the CRM now is slower...
  • Forum Post: GM 5.5 to MCRM 2011 migration with an ETL software - How to prepare a migration?

    Hello, I'm confused and can't find any useful documentation on how to prepare MCRM before to migrate datas. It's sure, I have to create the users, choose the fields I need in Entity forms, creating custom fields. But what about the basic (best practices) advises. i.e. 1. Should...
  • Forum Post: On-premises exchange to Office 365 Migration: What to do with CRM?

    Hi, We are currently migrating from an on premises Exchange 2010 environment to Office 365 (E1). We now have a CRM online subscription that has not been purchased in the Office 365 portal, and thus does not have any connection to the office 365 environment. Now basically there's two questions....
  • Forum Post: Dynamics CRM Online user change

    I have a user who has left the organisation and I would like to transfer their account over to another user. Can someone help me with the process or point me in the right direction please? thanks in advance
  • Forum Post: CRM4 - 2013: Alternative Migration Using Data Import

    Could you provide any advice on whether it is possible to bulk export contacts, activities, entities, etc to csv from CRM4 (I'm assuming using third party tools) in order to import the data directly into a clean CRM 2013 deployment? This would allow us to perform some data cleansing and start with...
  • Forum Post: CRM 2011 Workgroup to Online migration

    Does anyone have any suggestions for how to migrate our on premise workgroup data to CRM online? The installation instructions for the Microsoft Dynamics CRM 2011 Instance Adapter don't seem to apply to Workgroup because the program folders structure is different (for one thing).
  • Forum Post: Import/Install Solution Over Solution

    Hi guys! I need to test if a customization that I made on a Trial, can be imported/installed on an Production Online Environment. So I exported a managed solution (production) and imported into a new Trial. Then I exported a managed solution (customized trial) and tried to import it into this new trial...
  • Forum Post: Siebel to Microsoft dynamics

    Migration from siebel to MS Dynamics, 1, Do MS have any in-build entity for mass data migration ? 2, Is there any already existing case study ? I am completely new to MS Dynamics and have many basic questions on Siebel to MS Dynamics migration. How many months it will take ? how its efficient than...
  • Forum Post: Email Router 2011 Error when connecting to migrated organization from 4.0

    Dears, i migrated my CRM 4.0 to CRM 2011 referring to the below link weblogs.asp.net/.../step-by-step-installing-crm-2011-on-premise-and-migrating-from-dynamics-crm-4-0-32-bits-on-premise.aspx but the email router is connecting to the new fresh organization (default) and is not connecting to the...
  • Forum Post: RE: Can CRM 2011 and CRM 2013 coexist on the same domain?

    Thank you all for your quick responses! Reading through the migration steps in the CRM 2013 implementation guide, the following is in the doc: “Migrate by using a new instance of SQL Server. We recommend this option for upgrading from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013...