If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion. Just ask any sales person if he or she wants their notes and documents to come over too; the answer will probably be a resounding, “Absolutely!”
We recently had to solve this problem for a client moving from Salesforce.com to Microsoft Dynamics CRM Online – so our
Using this custom import tool we can verify data, create complex relationships and import additional items such as tasks, notes and documents. For example, the Salesforce.com import tool does a fine job importing data; however it does not import documents. Additionally, the assignment or reassignment of data elements to tasks and notes is rather complex. For our recent client, by using our Dynamics CRM custom import tool we were able to handle all the customers “special cases” and successfully import all their Salesforce.com data.
Once created, the Microsoft Dynamics CRM custom import tool allowed us to import data into a multi-org system, supporting development, test and production environments. The data is imported into Microsoft Dynamics CRM through the Dynamics CRM web services API, allowing for Dynamics CRM to enforce business logic and additional data validation.
The TM Group Microsoft Dynamics CRM data import framework allows us to handle complex, poorly formatted data by applying additional data processing in a custom application. In addition to Microsoft Dynamics CRM data migration, our custom integration framework can be combined with other code elements to import data into Microsoft Dynamics GP and Microsoft SharePoint at the same time.
For more information about data migration options for Microsoft Dynamics CRM, or to talk with someone on our