Install and run the Data Migration Manager

Can I do this task?

The Data Migration Manager is included on the Microsoft Dynamics CRM Client CD.

  1. Install Data Migration Manager:
    1. On the computer on which you plan to install Data Migration Manager, use Microsoft Internet Explorer to browse to your Microsoft Dynamics CRM Online server.

      If you cannot use Microsoft Dynamics CRM Online from this computer, you will not be able to install and use Data Migration Manager on this computer.

      • If the Microsoft Internet Explorer Connect to dialog box is displayed, select the Remember my password check box.
      • If you are using Windows Vista:
      1. In Control Panel, click User Accounts, and then click Manage Your Network Passwords.
      2. In the Store User Names and Passwords screen, click Add.
      3. In the Store Credential Properties screen, specify the name of your Microsoft Dynamics CRM Online server.
      4. In the Credential type section, select A Web site or program credential, click OK, and then click Close.
    2. Insert the Microsoft Dynamics CRM Client CD, and double-click Setup.exe.
    3. On the Setup screen, click Install Microsoft Dynamics CRM Data Migration Manager, and follow the instructions in the setup wizard.
      • If you choose to install Microsoft SQL Server Express, note that it cannot be installed on a compressed drive.
      • If you choose to use an existing SQL Server, note that it must be in the same domain as the computer on which you are installing Data Migration Manager.
  2. Configure Data Migration Manager:
    1. On the Start menu, point to All Programs, point to Microsoft Dynamics CRM, and then click Microsoft Dynamics CRM Data Migration Manager.

      It takes the Data Migration Manager a few minutes to start the first time.

    2. Complete the steps in the configuration wizard.

      Note: If you are using a computer running Microsoft SQL Server rather than Microsoft SQL Server Express, by default the configuration wizard will attempt to connect to the CRM instance on your server. If you prefer to use a different instance, on the Specify SQL Server page, specify the instance name in the format server_name/instance_name.

  3. Start the Data Migration Manager:
    • On the Start menu, point to All Programs, point to Microsoft Dynamics CRM, and then click Microsoft Dynamics CRM Data Migration Manager.

    Notes:

    • Data Migration Manager cannot be used while Microsoft Office Outlook is running.

      If you have closed Outlook, and get an error message stating that Outlook is still running, you need to use Task Manager to stop the Outlook.exe process.

    • Data Migration Manager can only be used by the person who installs it.

Note

For information about how to prepare your files for data migration, and for help troubleshooting Data Migration Manager configuration, after Data Migration Manager is installed, on the Start menu, point to All Programs, point to Microsoft Dynamics CRM, and then click Data Migration Manager Help.

Related Topics

Data Management Area

Importing Data
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