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We will see how we can migrate from PeopleSoft CRM to Microsoft CRM. This example will show you how you can do it using .CSV data file format.
Conversion from PeopleSoft CRM to Microsoft CRM is done in two steps.
- Export data from PeopleSoft CRM.
- Import the data into Microsoft CRM.
Exporting Data from PeopleSoft CRM
PeopleSoft is providing facility to generate flat files using PeopleCode. So you will be required to write PeopleCode as per the requirement to generate .CSV files.
Now you are ready with .CSV file, you need to import it into Microsoft CRM.
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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