Data Migration Framework issues
As a Dynamics CRM consultant I like both the functional and technical activities during CRM implementation and one of these activities is Data Migration. Almost every new customer has some source data that has to be migrated to Dynamics CRM, so I've seen some nice source data examples (Act!, Goldmine, Access, SQL, CSV etc.) till now.
For the migration I use the Microsoft Dynamics Data Migration Framework and with this tool it's not that hard to migrate the source data to CRM, if you know the rules......
Below some of those rules:
1) Remove the restricted access option for the users & administrator.
2) Add a role to all the users (owners of records); if one of the users (owner of records) doesn't have a role, the records for this owner won't migrate.
3) Be aware that the DMF can only migrate records to an entity with a maximum of 250 attributes! I saw this one last week (thanks Jeroen for your help).
4) Take care of a good definition of the picklists; you need to map alle the items during the Migration Wizard and if some of the items aren't there, you need to start again.
5) Don't forget to add the id's for the entity the record belongs to (contact to account etc.).
More info can be found in the Data Migration Pack
For the migration I use the Microsoft Dynamics Data Migration Framework and with this tool it's not that hard to migrate the source data to CRM, if you know the rules......
Below some of those rules:
1) Remove the restricted access option for the users & administrator.
2) Add a role to all the users (owners of records); if one of the users (owner of records) doesn't have a role, the records for this owner won't migrate.
3) Be aware that the DMF can only migrate records to an entity with a maximum of 250 attributes! I saw this one last week (thanks Jeroen for your help).
4) Take care of a good definition of the picklists; you need to map alle the items during the Migration Wizard and if some of the items aren't there, you need to start again.
5) Don't forget to add the id's for the entity the record belongs to (contact to account etc.).
More info can be found in the Data Migration Pack
<< Home