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Let’s see how Lotus Notes CRM data can be migrated to Microsoft CRM. This example explains how you can import data using .CSV format files into Microsoft CRM.
Conversion from Lotus Notes CRM to Microsoft CRM is done in two steps.
- Export data from Lotus Notes CRM.
- Import the data into Microsoft CRM.
Exporting Data from Lotus Notes CRM
This information will be useful to you how you can generate a .CSV file from Lotus Notes CRM.
There are many tools available in the market which can be useful to export data from Lotus Notes in various file formats. One such tool is from Kim Beros Consulting. You can generate .CSV file or simple text delimited format files. There are many other vendors who are providing tools which can generate .CSV file for you.
Now .CSV file is available with you and you can import it into Microsoft CRM easily.
Importing data into Microsoft Dynamics CRM
Microsoft CRM provides different ways for importing data into it. Some of them are explained here. You can use following utilities to import data into Microsoft CRM.
- Microsoft CRM SDK
- Data Migration Framework
- Bulk Import Wizard
Microsoft CRM SDK
You have to send data to a custom entity. Microsoft CRM is providing features to write a program for data imports.
Data Migration Framework
Data Migration Framework is utility provided as a part of Data Migration Pack offered by Microsoft Dynamics CRM. Microsoft CRM provides features which can be used to map Microsoft CRM data with the source data. Data migration framework makes use of common data format (CDF) database. You are required to fetch data into CDF database first then you can send these data to Microsoft CRM.
Bulk Import Wizard
Usually salesmen are using this utility most. They use it to manage campaigns, contact and accounts. Data should be provided in the simple text format with semicolon or comma delimiter. It supports .CSV type of files also.
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