dynamics crm data migration and integrations microsoft convergence 2009
DESCRIPTION
Tim Thorpe, Leslie Guffey, Joel Lindstrom and Brendan Peterson provide an overview of data migration and integration topics related to Dynamics CRM 4.0. This presentation was given at Microsoft Convergence 2009 in New Orleans, Louisiana.TRANSCRIPT
Data Migration and Integrations with Microsoft Dynamics CRM: User Roundtable
IDCRM17
presented by:
Data Migration and Integration with Microsoft Dynamics CRM
Joel LindstromSolution ConsultantCustomer Effective
Brendan PetersonSenior Technical AnalystScribe Software
presented by:
www.crmug.com
Tim ThorpeManager, Information SolutionsYRC Logistics
Leslie GuffeySenior Marketing AnalystYRC Logistics
Data Migration and Integrations with Microsoft Dynamics CRM
AgendaWelcomeData Migration Best PracticesData Migration OptionsInteractive discussionWrap-up
presented by:
www.crmug.com
Data Migration and Integration with Microsoft Dynamics CRM
Who is CRMUG?The largest, independent user group for users of Microsoft Dynamics CRM
Why should I be a member?Membership covers your whole organization +60+ events annually +Peer to peer networking +Learning and professional development +SIGs, Regional Chapters, Microsoft Conduits = A Tremendous ROI!
presented by:
www.crmug.com
Data Migration and Integration with Microsoft Dynamics CRM
Convergence Membership CampaignFree membership every hour, the whole Expo!30% introductory discount!Refer a Member – win a Wii!
Join us at Summit 2009September 14-18, Chicago
For more info:www.crmug.comVisit us at booth #412
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www.crmug.com
Data Migration Best Practices
Plan Test Execute
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Data Migration Best PracticesAsk Questions
Who? What?
Why?presented by:
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Data Migration Best PracticesDon’t forklift bad data/practices
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Data Migration Best PracticesBreak the project into manageable
components that can be individually processed, evaluated and verified
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Data Migration OptionsImport Utility DMM Scribe
Import from Excel/CSV
X X X
Import from databases, xml, web services
X
Create new CRM attributes
X
Schedule imports/integrations
X
Update existing CRM records
X
Step based migrations
X
Preview migration X
Transform data Xpresented by:
www.crmug.com
Data Migration and Integrations with Microsoft Dynamics CRM
User Roundtable
Discussionpresented by:
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Data Migration and Integrations with Microsoft Dynamics CRM: User Roundtable
Thanks for joining us!Be sure to fill out session evaluations online or at designated stationsFor more information:
[email protected]@customereffective.comleslie.guffey@[email protected] us at booth #412
presented by:
www.crmug.com
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.