We are pleased to present below all posts tagged with 'data migration'. If you still can't find what you are looking for, try using the search box.
Do you know if your Dynamics 365 CRM workflows stop working soon? Microsoft made a recent announcement that will impact many Dynamics 365 customers. Learn how C5 Insight can help you prepare.
One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading. This article provides a number of options to consider.
When considering an upgrade to your SharePoint environment, there are three questions you should always ask before you start.
This article was updated on 1/23/2013 with additional information about UR12.
This article contains the information you need in order to make sure that your CRM is ready for this update.
This is my third blog in a series concerning data integration. In my first two blog entries we overviewed some of the data integration hurdles as well as some of the common methods used to discover the net-change data that will need to be translated. Here in my third blog I’ll discuss some of the benefits of not integrating in real-time, but creating a batch job to perform the integration. We’ll also look at the Business Rules that may need to be applied within the integration process.
In my previous blog focusing on the hurdles of real-time, two-way data integration, I highlighted the hurdle of how to discover the data you need translated. In most cases, discovering the net-change data is all you want to translate on a real-time basis. Remember, a two-way integration means net-change data going in two directions or more (depending on the number of systems you’re integrating) at a rate determined by how many end-users there are on each of the systems being integrated. Business systems with a significant amount of end-users can create substantial volumes of net-change data.
In some cases, if not all too some extent, integration between Dynamics™ CRM , Salesforce® or/and SharePoint® with your back-office system is the key to user adoption. Real-time, two-way data integration allows all segments of the business to access the very latest transactional data, and the information that the data contains.
When dealing with the account entity you may decide to display the year founded as part of the company information. This information can come from various public sources of information. It feels natural to think of year as a date since it is part of a date. But of course it is really in fact a “date part”. It is part of what makes up a date but in and of itself is actually just a number. Handled alone it is best stored as a numeric value which makes it easier and faster for filtering and searching purposes. The problem is that if you try to store a date as a numeric value in CRM 2011 that value will be displayed with a comma on the form. If you can live with that fine, but if that bugs the heck out of you then you have to look at the pros and cons of other options.
Let me just preface this discussion with my option that when deciding between making it a date or a text field in order to fix formatting, text is the way to go. Maybe I’m preaching to the choir but I had this discussion on this topic recently. I’ll briefly go over some points on text versus the date data type.
Well it’s official, C5 Insight has officially migrated our data from CRM 4 On-Premise to CRM 2011 ONLINE!! I am sure a lot of you are asking well how did you do this? As you may or may not know Microsoft has not released any upgrade path for current or any new Dynamics CRM customers to move their data to cloud hosted.
When we first started thinking about doing this we wanted to be on the forefront of this new release and go “Online” as quick as possible. However we also wondered how we would get our data migrated since Microsoft did not have any published avenue for us to follow. As a Scribe MVP, Scribe Insight (www.ScribeSoft.com) was the product of choice to get this migration successfully completed. With that said we did have to overcome a few obstacles throughout the way which I will mention later on, but overall we had great success.
Have you ever been working in CRM and wish you had a way to quickly create (or update) a bunch of records just like you can in Excel? In many cases individuals just starting to use CRM are more comfortable with Excel spreadsheets and find that, while CRM offers many benefits over Excel, entering and updating records using Dynamics CRM can feel like it is slowing them down.
With Dynamics CRM 2011, Microsoft has rolled out significant enhancements for exporting and importing Excel data that makes data entry in Microsoft Excel a simple process for any user. Read on to understand how this functionality is designed and how to put it to use!
Scribe Insight 7.0 was released just a few days ago. As many of you know, Scribe is an outstanding tool for data migration and systems integration with Microsoft Dynamics CRM as well as for Salesforce.com. I had the opportunity to get access to this release early and have been happily surprised by what I've seen. This posting provides a brief overview of some of the updates and details on some of my favorite new functionality.
With Microsoft Dynamics CRM 4.0 there are so many options for migrating, integrating and bulk updating data that it can be quite confusing. This entry presents many of the options and the appropriate time to use each.
[NOTE: This is a summary - read the full BLOG for more info]
When re-using data maps in Data Migration Manager, make sure the name of your source file is the same as the one you used when building the map
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.