Microsoft CRM Data Import FAQ


Visitors: 975

Microsoft CRM has built-in conversion tool, however you should probably first try third party conversion tool, such as Scribe. It is relatively expensive and has bunch of importing capabilities, that you might never use and need. Scribe allows you to map objects in source and target, when source is ACT! for example. If you are just realized the need to load data into CRM – please research Microsoft CRM import tool and Scribe. Here we will describe other option and possibilities

  • Master records import – you can import via MS CRM integration tool. Tools->Import and select contacts or leads

  • Duplication dilemma. In version 1.2 as well as in 3.0 (as far as we know) you do not have duplication check and you can import duplicate leads or contacts.

  • MS CRM SDK custom data migration. If data import is critical and you have reasonable budget for the migration – you can appeal to MS CRM customization partner who specializes in the complex data import. In MS CRM SDK you can program duplication check, special rules for security settings. We have to stress here, that this is not one thousand dollars project and if you are small company, you should stick to Scribe or native MS CRM import tool

  • Large Scale MS CRM implementation. For corporate business security might have top priority and migration should be programmed in MS CRM SDK.

  • Some technical tips. Post-call-outs. In MS CRM 3.0 which should be released in earlier 2006 there are so-called pre-call outs (in version 1.2 we have only post-call-outs). Pre-call-out should allow to check for duplication, based on your duplication recognition criteria and cancel record if it is duplicate contact, account or lead

    If you have a need in large scale data import, you can always have us help you with MS CRM SDK data conversion. Give us a call: 866.528.0577 or 1.630.961.598,

    Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( ) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.

  • (405)

    Article Source:

    Rate this Article: 
    Microsoft CRM Customization
    Rated 4 / 5
    based on 5 votes

    Related Articles:

    Microsoft CRM: Data Conversion - Import from Act!

    by: Andrew Karasev (July 02, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Data Conversion FAQ

    by: Andrew Karasev (July 26, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Lotus Notes Domino Connector FAQ

    by: Andrew Karasev (August 31, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Implementation & Customization: MS CRM Fax Gateway

    by: Andrew Karasev (June 29, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Implementation - Fundamental CRM Principles Revision

    by: Andrew Karasev (March 23, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Integration With Microsoft Office Documents - Overview For System .

    by: Andrew Karasev (March 26, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Integration with Microsoft Retail Management System (RMS) - ..

    by: Andrew Karasev (May 06, 2005) 
    (Computers and Technology/Software)

    IT Department Skills to Support Microsoft Great Plains and Microsoft CRM

    by: Andrew Karasev (September 09, 2004) 
    (Computers and Technology/Software)

    Microsoft CRM Development

    by: Andrew Karasev (April 29, 2005) 
    (Computers and Technology/Software)

    Microsoft CRM Customization

    by: Andrew Karasev (February 21, 2005) 
    (Computers and Technology/Software)