Migrating email to MS Dynamic CRM 2011

Posted on 2011-10-19
Last Modified: 2012-05-12
We are in the process of migrating data to CRM.  We need to transfer all the last few emails correspondence for each customer account to the CRM from all of our sales representatives.  Some are currently in our exchange server and some are still using individual outlook.  What is the best way to get all the emails to CRM?
Question by:tommym121
    LVL 29

    Accepted Solution

    If there aren't too many and users have the CRM client for Outlook installed you can use the Track button to copy the e-mails from Outlook to the CRM database.

    The other method is to export all e-mails to a CSV file and then import them into CRM. THis will take longer to configure and set up but will be quicker if there is a large number of e-mails to copy over.
    LVL 27

    Assisted Solution

    by:Chinmay Patel
    Hi tommym121,

    You can not transfer emails directly to your system in this manner.
    Best option that comes to my mind is either
    1. Send these mails to a CRM user and then manually or programmatically associate with relevant records.
    2. Programmatically extract the mails and then create mails in CRM.

    However both approaches require some knowledge of CRM SDK if you intend to use automation in 1st option.


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