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Published: 4/12/2008
Updated: 10/28/2009
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Use the following links to go to content about migrating data to Microsoft Dynamics CRM and troubleshooting the migration process.
Videos
Data migration overview
You have multiple options for migrating data into Microsoft Dynamics CRM. The video shows you three of these options, including using wizards to import your information. Length: 10:00 minutes
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Planning a migration
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.
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Migration entity reference
If you are preparing data for migration to Microsoft Dynamics CRM using Data Migration Manager, use this article to determine which entities can be migrated, and for each entity, which attributes are required, which can be used to create a relationship with another record, and those that are calculated.
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Default values of Status and Status Reason attributes
If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules are needed, or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM, then you can use the Status and Status Reason reference information in this article in your planning process.
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Troubleshooting a migration
Data migration troubleshooting
This article provides additional information for when troubleshooting using Data Migration Manager to migrate data to Microsoft Dynamics CRM.
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Migrating from specific customer-relationship management systems
Migrate data from ACT! 2005, version 6 to Microsoft Dynamics CRM
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.
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Migrate data from ACT! 2005, version 7 to Microsoft Dynamics CRM
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.
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Migrate data from GoldMine version 6.0 to Microsoft Dynamics CRM
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.
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Downloading the Data Migration Manager
Blog posts
Data Migration Manager's Navigation UI
View the user interface of Data Migration Manager.
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Data Migration Manager Tips and Tricks
Read these helpful suggestions for a successful data migration.
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Error handling in Data Migration Wizard
Learn how error situations are reported and what to do about specific errors.
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Record Owner Information Migration Using Data Migration Manager
Learn how record owner information is migrated using Data Migration Manager.
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Fundamentals on Data Maps
Learn the fundamentals of data maps to be used with Data Migration Manager.
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More helpful blog posts about data migration
Read these posts about migrating notes and attachments, migrating drop-down lists (picklists), migration deletion, data maps, performance, and more.
Read these blog posts...
