web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migrate from Core Moti...
Microsoft Dynamics CRM (Archived)

Migrate from Core Motives to Click Dimensions

(0) ShareShare
ReportReport
Posted on by Dave Ireland

Hi;

We've been using Core Motives for email marketing, and are in the process of switching to Click Dimensions.  Does anyone have any experience trying to migrate the historic data out of the CM entities and into the CDI entities?

Thanks in advance for any info.

*This post is locked for comments

I have the same question (0)
  • Steeve G Profile Picture
    Steeve G on at

    How the migration went? Is it a success or not? I'm planning to eventually replace CoreMotives and I'm searching for the best option.

    Dynamics Marketing or Click Dimensions.?

  • Community Member Profile Picture
    Community Member on at

    I'm starting with the same issue as well.    The first thing I did was to create a test CRM instance and tried to move the production environment to the test environment.  But without the Core Motives Managed solution installed on the test environment, I can't get the customizations over.   In the instance I'm working in the system is highly customized with web resources and relationships to the Core motives entities.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans