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Microsoft Dynamics CRM (Archived)

Tools for migrating from Salesforce to Dynamics

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I'm helping a client with the data migration from Salesforce to Dynamics.

Does anyone have experience on this and did you use any tools for this task?

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  • Community Member Profile Picture
    on at
    RE: Tools for migrating from Salesforce to Dynamics

    You can use Skyvia to migrate from Salesforce to Dynamics. Just choose predefined mapping template, launch it and service will do the migration automatically. 

  • Suggested answer
    Andre Margono Profile Picture
    2,602 on at
    RE: Tools for migrating from Salesforce to Dynamics

    On addition to above suggestions (Scribe and SSIS), if you are an excel power user, you could use Salesforce data loader to extract all of their data into CSV file, do the column mapping and use the Dynamics CRM ootb data import process. (This approach is quite hard in terms of relationship mapping)

    Another vendor that used quite often is Informatica Cloud, again this is similar to Scribe online (trial for x number of days and costly in their licensing)

    Another option if you love programming approach, you could always consume Salesforce web service, do data mapping with .Net code that connect to Dynamics CRM SDK.

    Personally, I'd choose SSIS approach (I've used Kingswaysoft in a couple data migration and integration project and they have great support), however you might need to understand basic SSIS to start with and might need a running SQL Server with Integration Service running if you need continuous integration/migration.

    @Aileen, thanks for posting back to my blog :)

  • Suggested answer
    Josh Thompson Profile Picture
    1,115 on at
    RE: Tools for migrating from Salesforce to Dynamics

    I usually use the adapters that come with Scribe www.scribesoft.com. You can do a 60 day migration license for around $1500 if you use Insight, otherwise there is a free 14 day trial of Scribe Online http://online.scribesoft.com and there are some adapters, solution paks etc to help get you started. I don't have the online pricing in front of me however.

  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Tools for migrating from Salesforce to Dynamics

    Peter is correct, here is another way to use tool.

    You can use SQL Server Integration Services + Kingswaysoft Data Connector.

    If for your client, maybe you can offer this proposed solution and ask them to buy license.

    But this product also offers a free one for developer license for trial, it means you only can run using Visual Studio or Developer Tool for SSIS, cannot deploy into SQL Server 2008.

    I tried this  data connector before to data migration and it is quite stable and always enhance and enhance.

    Here is a link from my friend blog:

    andz88.wordpress.com/.../data-migrationsystem-integration-using-ssis-salesforce-to-dynamics-crm-example

    It is about SSIS project to migrate Salesforce data to Dynamics CRM.

    Hope it helps!

    Thank you.

  • Suggested answer
    Peter72 Profile Picture
    1,815 on at
    RE: Tools for migrating from Salesforce to Dynamics

    I have done that a few years ago. From SFDC to Dynamics CRM 2011 Beta-Release.

    I did not use any additional Tools.I used the Import-Templates designed for SFDC-File within Dynamics CRM. I had to amend that template (XML-based) to fulfill some relationship requirements. In Addition, I have built a few workflows with custom workflow assemblies to execute 2 or 3 post-Migration Tasks.

    The only thing you should take care of it when you will go with this Approach is the size-limit for the uploaded files. I had to deal with it, and unfortunately there was a bug in the beta-release which prevented me from adjusting that Setting (found it out with reverse Engineering of a core dll and informed Microsoft. They corrected this error very fast afterwards).

    Hope this helps!

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