Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too

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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 custom development team at the TM Group developed a Microsoft Dynamics CRM data migration framework tool that works like a charm.

Microsoft Dynamics CRM comes equipped with a plethora of tools to import data. These built-in tools allow importing of data from Excel spreadsheets as well as other systems such as Salesforce.com. The out-of-the-box Dynamics CRM migration tools do a satisfactory job importing well-formed data like Account or Contact name, address, phone, or email, however if the data is more complex or requires a bit of cleanup and manipulation before import, another solution may be required. For these more complex cases we developed a .NET code-based framework to create a Microsoft Dynamics CRM custom data import tool tailored to a specific data set.

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 custom development team for Microsoft Dynamics and SharePoint, please contact  jennifers@tmgroupinc.com or call 888-482-2864.  You can visit our website at http://www.tmgroupinc.com

By The TM Group, a Michigan partner for Microsoft Dynamics CRM, Microsoft Dynamics GP, Dynamics SL, Dynamics NAV and Microsoft SharePoint.

3 thoughts on “Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too”


    Many users of CRM have been looking to move to Dynamics CRM 2013 from their previous versions. This new CRM comes in after 2 years and with a host of changes and new features which work well for different user sets and it also caters to solving many issues which was prevalent in Dynamics CRM 2011.

    There are many documented procedures for successful migration from CRM 2011to Dynamics CRM 2013, but here are some key points to remember.

    Once the upgrade is over, server cannot be rolled back to Dynamics CRM 2011.
    Upgrade from CRM 2011 to Dyamics CRM 2013 is supported from either RU6 or RU14. Recommended is to upgrade all deployments to RU14 before upgrading to Dynamics CRM 2013.

    Read More at: http://www.nalashaa.com/migration-crm-2011-dynamics-crm-2013/

  2. There are some great solutions out there for businesses. In selecting a solution, you must take into account many options including current needs as well as future needs...

    Some other great CRM options are from:

    http://www.Rightnow.Com -- great online and on-premise solutions. Has been in the market for sometime.

    http://www.SuradoCRM.com -- you can start with online and easily migrate to on-premise. Also has a great offline CRM product. One of the early CRM market introductions.

    http://www.SugarCRM.com -- open source... only attempt this option if you are into programming.

    http://www.NetSuite.com -- offers both CRM and ERP integration. May not be suitable for small business since implementation is not exactly easy. But may be a great tool for larger organizations.

    There are some great articles or white papers for small businesses looking to adopt CRM applications... one that come to mind is -- Got CRM? Small Business Guide for Small Business.

    Note: CRM is not just software implementation. It requires a mindset change to put the customer at the center of the operations -- absolutely needs a champion and buy in from all employees.

    Anne Miller

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