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Microsoft Dynamics RMS (Archived)

Migrating customer data from RMS (including CC'd info)

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One of my clients is moving from RMS to Active Club Management and we need to export all of the customer data including the CC'd information.

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  • Suggested answer
    archelle16 Profile Picture
    1,743 on at

    You need ETL Job for this one? If yes, kindly contact me here archelle.pagapulan@outlook.com

  • Suggested answer
    Antonijo Todorovik Profile Picture
    4,025 on at

    Hi snoball.

    If the exported information (in Excel or as csv plane file) from a Customer List report or a Sales report details with Customer data added, is not enough, You will need a SQL export to create some queries in the data format you need. Think that You will probably need to adapt the SQL Queries until needed for importing. Not sure if You will only need the totals or transaction details...

    I would suggest You contact somebody with more RMS and SQL knowledge.

    BR, A.

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