Tim Thorpe, Leslie Guffey, Joel Lindstrom and Brendan Peterson provide an overview of data migration and integration topics related to Dynamics CRM 4.0. This presentation was given at Microsoft Convergence 2009 in New Orleans, Louisiana.

2. IDCRM17
presented by:

3. Data Migration and Integration with Microsoft
Dynamics CRM
Joel Lindstrom
Solution Consultant
Customer Effective
Brendan Peterson
Senior Technical Analyst
Scribe Software
presented by:
www.crmug.com
Tim Thorpe
Manager, Information
Solutions
YRC Logistics
Leslie Guffey
Senior Marketing Analyst
YRC Logistics

4. Agenda
Welcome
Data Migration Best Practices
Data Migration Options
Interactive discussion
Wrap-up
presented by:
www.crmug.com

5. Who is CRMUG?
The largest, independent user group for users
of Microsoft Dynamics CRM
Why should I be a member?
Membership covers your whole organization +
60+ events annually +
Peer to peer networking +
Learning and professional development +
SIGs, Regional Chapters, Microsoft Conduits
= A Tremendous ROI!
presented by:
www.crmug.com

6. Convergence Membership Campaign
Free membership every hour, the whole Expo!
30% introductory discount!
Refer a Member – win a Wii!
Join us at Summit 2009
September 14-18, Chicago
For more info:
www.crmug.com
Visit us at booth #412
presented by:
www.crmug.com

7. Plan Test Execute
presented by:
www.crmug.com

8. Ask Questions
presented by:
www.crmug.com

9. Don’t forklift bad data/practices
presented by:
www.crmug.com

10. Break the project into manageable
components that can be individually
processed, evaluated and verified
presented by:
www.crmug.com

11. Import Utility DMM Scribe
Import from Excel/CSV X X X
Import from databases,
xml, web services
X
Create new CRM
attributes
X
Schedule imports/
integrations
X
Update existing CRM
records
X
Step based migrations X
Preview migration X
Transform data X
presented by:
www.crmug.com

12. User Roundtable
presented by:
www.crmug.com

13. Thanks for joining us!
Be sure to fill out session evaluations online
or at designated stations
For more information:
www.crmug.com
mark.rhodes@crmug.com
joel.lindstrom@customereffective.com
leslie.guffey@yrclogistics.com
brendan.peterson@scribesoft.com
Visit us at booth #412 presented by:
www.crmug.com

14. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.