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I am new to Dynamics CRM 4 system and I am hoping you would be able to help me to resolve this issue I am having. The CRM system is using MS SQL server 2008 for database. I have imported 2.2 million contact leads into the same database in effect creating a table called contacts. Now the field names in this Contacts table is bit different to the contacts field in CRM.
Now the question is how can I import all the contacts from this table into the CRM so when user loads CRM he/she is able to view the details in contact section and start using to call customer? is the contacts suppose to go in CustomerAddressBase table? Please someone help me out here. I would really appreciate your response.
Thank you so much.
What you will ideally need to do is load the data from your data table into the leads tabe in CRM it is worth sorting your data into those that are already customers and those that are prospects, you need to then load the prospects into the leads table in CRM and then load the existing account and contact information into the account and contact tables.
You will need a ETL tool that connects to CRM so that the data can be mapped to the correct fields i.e from your data table to the CRM table, I would recomend Scribe www.scribesoft.com as they have an established connector for doing this
Hope this helps
thank you for your reply. I will download that tool and try it. I am using SQL Server 2008 Import and Export wizard to map and import data at the moment. In contacts table I have fields CustomerAddressID (which is series for numbers from 1 to 2.2 million), BusinessCategary, CompanyName, Address1, Address2, Address3, Town, Area, Region, PostCode, Telephone1, Telephone2. When I map this to LeadAddressBase table in CRM 4, all the fields can match fine, but what I suppose to do with CustomerAddressID field? and also if try to import without that, it gaves error on ParentID and LeadAddressID saying these values cant be NULL?
Thank you as always.
Did you try Microsoft Dynamics CRM 4.0 Data Migration Manager. You can download it from this url : http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278-9a5367eb79ca&displaylang=en
Hi pvanraj ,
I would suggest better to use the SCRIBE ETL or Kingsway soft tool to migrate the data from one place to CRM system.Since i am using SCRIBE for Data migration,it is way easy to use.You just need to select your source as your contact lead table and your destination would be your CRM table.
You can select your contactlead table as source query as Select * from and Destination MSCRM adapter you need to map it.Basically you need to create a datalink between source and destination.
When you start migrating it will create a contact record and as well as it will create a customer address records no need to worry and internally SCRIBE uses MSCRM service to do all these.
Hope this helps.Let me know if you need anything more on these.
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