Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM.
Method 1: Microsoft Dynamics CRM 4.0 Data Migration Manager
Using the Microsoft Dynamics CRM 4.0 Data Migration Manager, you can convert and upload data from another customer relationship management (CRM) system to Microsoft Dynamics CRM 4.0.
The Data Migration Manager includes default data maps to convert source data from several common CRM systems to the data format expected by Microsoft Dynamics CRM 4.0. During the conversion and migration process, you can create any necessary custom entities or attributes to ensure that you do not lose legacy data during the migration process.
Method 2: Data Migration Wizard for Microsoft Office Outlook
Migrate data from Microsoft Office Outlook with Business Contact Manager If you’re switching from using Microsoft Outlook with Business Contact Manager to using Microsoft CRM, you can use the Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager, part of the Data Migration Pack. The wizard guides you through mapping data from Outlook with Business Contact Manager to Microsoft CRM. It must be run by a person with the Microsoft CRM System Administrator security role and is designed to be run only once.
Cheers,
