This is my second post for data migration from CRM 4.0 to CRM 2011. I think i mentioned in the last webcast that was shared as part of my post that we use our integration framework at the backend of our migration utility which allows us to take data from disparate solutions and feed it to MS Dynamics CRM 2011 on-premises and online. Although this webcast and the last one focused on migration from CRM 4.0 to CRM 2011 but the migration utility can be used for Goldmine and SalesForce as well. We are targeting CRM 4.0 to CRM 2011 just based on the demand and I will be preparing the next webcast for Goldmine. Anyways in this webcast we take data from CRM 4.0 to CRM 2011 online.
I think this webcast addresses the core issue for many who were just stuck with CRM 4.0 because they wanted to migrate to CRM 2011 online and the migration was not obvious. I would like to mention here that no matter what you have on your CRM 4.0 on-premises version you should be able to transition to Cloud provided you are working with intelligent consultants. There is always a work-around for some restrictions with the online solutions and Solution Experts should be able to share the solution with all the pros and cons.
The migration utility works perfectly for basic sales entities. We are still looking into reports to some how find a way to automate report migration from CRM 4.0 to CRM 2011 online but as it is reports require lots of manual work as one needs to change each report.
Enjoy this video and contact me if you have any questions. Hang in there for more videos on data migration from different solutions to CRM 2011 online.