Deployment

Deploying articles

As an IT professional, you want the best information about getting ready for your deployment of Microsoft Dynamics CRM Online. Here you can find articles about streamlining your processes for faster time-to-value.

On This Page

Planning

Migrating

Migrating between Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM Online

Operating and maintaining

Blog posts

Planning

Design considerations for business units

Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM Online.

Migrating

3 ways to import data

Don't waste time re-entering data. Use the correct tool to automate data entry into Microsoft Dynamics CRM Online from spreadsheets, documents, and legacy databases.

Migrate data from ACT! 2005, version 6 to Microsoft Dynamics CRM Online

When migrating data for your company, this article provides you with step-by-step instructions for migrating legacy data from ACT! 2005, version 6 to Microsoft Dynamics CRM Online.

Migrate data from ACT! 2005, version 7 to Microsoft Dynamics CRM Online

When migrating data for your company, this article provides you with step-by-step instructions for migrating data from ACT! 2005, version 7 to Microsoft Dynamics CRM Online.

Migrate data from GoldMine version 6.0 to Microsoft Dynamics CRM Online

When migrating data for your company, this article provides you with step-by-step instructions for migrating data from GoldMine version 6.0 to Microsoft Dynamics CRM Online.

Data migration overview

How do you migrate data into Microsoft Dynamics CRM 4.0? This article is an overview of the process of migrating data from an existing customer relationship management system into Microsoft Dynamics CRM 4.0.

Default values of Status and Status Reason attributes

If you are planning customization of Microsoft Dynamics CRM Online, deciding when workflow rules are needed, or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM Online, then you can use the Status and Status Reason reference information in this article in your planning process.

Data migration troubleshooting

This article provides additional information for when troubleshooting using Data Migration Manager to migrate data to Microsoft Dynamics CRM Online.

Migrating between Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM Online

Migrate from Microsoft Dynamics CRM Onlineto Microsoft Dynamics CRM 4.0 (on-premise or hosted)

Exercise the power of choice by migrating your organization from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM Online (hosted and on-premise versions).

Operating and maintaining

Available updates for Microsoft Dynamics CRM Online

Review the software updates available for Microsoft Dynamics CRM Online.

Blog posts

Three reasons why any Microsoft Dynamics CRM 4.0 user should love IE 8

Read about the three things that CRM users should especially like about IE 8.