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09.14.2006 at 12:38PM PDT, ID: 21990000
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7.6

BCM migration to CRM 3.0 - links not preserved

Asked by ncrones in CRM Software

Tags: , ,

Hi All,

This weekend I will be migrating from BCM to CRM 3.0 (on SBS 2003) and was
hoping to get a heads up on the following:

1) clarify a "Known Issues with the Data Migration Wizard for Microsoft
Outlook with Business Contact Manager" point that sticks out in the
documentation and in my long hours of reading online namely:

"The link between activities and parent accounts and contacts is not
preserved during migration.
If you have accounts or contacts in Microsoft Outlook with Business Contact
Manager that have activities, such as tasks or appointments, associated with
them, when you migrate the data to Microsoft CRM, the activities are not
associated with the accounts or contacts. These activities will be migrated,
but the Regarding field will be blank. "

surely this is a fundamental flaw here that anyone that has used BCM will
have history attached to each - we don't have a large amount of accounts -
several hundred - but they each have 40-100+ items of history so to go
through and manually manipulate these unassociated items/contacts will be a
nightmare!

how does one get around this using the migration tool (given I am just a
small operation so can't afford an expensive 3rd party tool)?

2) also in addition to the above any other gotchyas to be aware of using the
"Data Migration Wizard for Office Outlook with BCM" tool?

thanks in advance!

Nick

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[+][-]09.17.2006 at 11:02AM PDT, ID: 17538988

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Zone: CRM Software
Tags: bcm, crm, migration
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Solution Provided By: juanfermin
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Solution Grade: A
 
 
[+][-]09.17.2006 at 01:52PM PDT, ID: 17539520

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[+][-]10.18.2006 at 10:06AM PDT, ID: 17758643

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[+][-]10.22.2006 at 03:18AM PDT, ID: 17783369

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