如何将数据从 Microsoft CRM 3.0 迁移到 4.0.2？
大家好，我是数据迁移的新手。 我的主要目标是将数据从 Microsoft CRM 3.0 迁移到 CRM 4.0.2。 我们使用 SQL Server 2008 作为我们的生产服务器。 有人可以就此给我建议吗？
hello guys i am new to data migration. My primary goal is to move the data from Microsoft CRM 3.0 to CRM 4.0.2. We are using SQL Server 2008 as our production server. Can anyone advise me on this?
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我刚刚看到乔什的推文。 有几种方法可以解决这个问题。
1 使用CRM 迁移工具
您可以复制3.0 系统并将其升级到4.0 吗？
如果您可以将 CRM 3.0 计算机升级到 4.0，并确保它和您的新系统处于相同的汇总级别，那么您就可以迁移所有内容。
部署管理器有一个工具，允许从另一个 CRM 系统导入整个组织。 既然 CRM 支持多租户配置，并且公司应该能够从离线托管解决方案转向本地解决方案，他们必须创建一种来回迁移所有数据的方法。
使其顺利运行的关键是确保您在目标系统上设置了所有相同的 CRM 用户，否则您将必须为其提供重新映射每个 CRM 用户拥有的数据的选择。
2 批量导入
您可以将数据导出为 CSV 格式，以便使用提供的 CRM 批量导入工具导入。 不幸的是，这有很多限制。
3 自定义导入解决方案
我有一个导入框架，我已经对其进行了一段时间的改进，可以将数据从几乎任何格式转移到 CRM 中。 这比批量导入功能强大得多，因为您可以准确决定如何迁移内容。 如果您需要此类解决方案，请随时与我联系。 我的电子邮件可以在我的博客或网站上找到。
如果可以，请尝试选项 1；如果您只需要部分数据并且批量导入工具会带来足够的数据，请尝试选项 2；如果您无法使选项 1 或 2 为您工作，请尝试选项 3。
I just saw Josh's Tweet. There are a few ways to tackle this.
1 Use the CRM Migration Tool
Can you make a copy of your 3.0 system and upgrade it to 4.0?
If you can Upgrade your CRM 3.0 machine to 4.0 and make sure that it and your new system are at the same rollup level then you can migrate everything across.
The deployment manager has a tool to allow importing an entire organization from another CRM system. Now that CRM supports multi-tenant configurations and companies are supposed to be able to go from offline Hosted solutions to local solutions, they had to create a way to migrate all of that data back and forth.
The key to making this work well is to make sure that you have all of the same CRM users set up on the target system, otherwise you will have to provide it with a choice for remapping the data owned by each CRM user.
2 Bulk Import
You can export your data to a CSV format to be imported using the provided CRM bulk import tool. Unfortunately this has a lot of limitations.
3 Custom Import solution
I have an import framework that I have been evolving for a while now that can move data from just about any format into CRM. This is MUCH more powerful than the Bulk import because you can decide exactly how you want things to be migrated. Feel free to contact me if you need this kind of solution. My email can be found off my blog or website.
Try option 1 if you can, option 2 if you only need some of your data and the bulk import tool will bring enough of it over, and option 3 if you can't make option 1 or 2 work for you.
我无法立即回答您的问题，但请不要对我投反对票；）我曾经与一位 CRM 专家一起工作，他可能会立即回答您的问题。 如果你问得好，并给他链接，他可能会来这里并回答这个问题。
无论如何，这是他的博客：http://crmscape.blogspot.com/
我要去找他也上 Twitter 看看他是否在线...
I don't have an immediate answer to your question, but don't downvote me just yet ;) I used to work with a guy who is a whiz at CRM and he could probably answer your question in no time. If you ask nice, and give him the link, He might just come here and answer this question on SO.
Anyway, here is his blog: http://crmscape.blogspot.com/
I am gonna hit him up on Twitter as well and see if he is online...
CRM SDK可能就是您正在寻找的...您可以使用该sdk批量导入记录。 我编写了一个小应用程序，将 csv 文件加载到 CRM 4.0 中。 最困难的事情是在 Visual Studio 中正确设置。 您需要使用“添加 Web 引用”而不是“服务引用”（这是 vs2008 的默认设置）。
编辑：如上所述，我使用了 C#。 我下载了MSCRM 4 sdk。 sdk中有一个批量数据导入的示例。 它要求您在 CRM 中设置数据映射或表，其名称与您正在加载的数据文件完全相同。 我几乎只是复制了他们的代码示例并进行了一些修改，以便它对我有用。
The CRM SDK may be what you are looking for... you can use the sdk to bulk import records. I wrote a small app that loads a csv file into CRM 4.0. The hardest thing is just getting the setup right in visual studio. You need to use 'add web reference' instead of 'service reference' (which is the vs2008 default).
Edit: As described above, I used C#. I downloaded the MSCRM 4 sdk. There is a sample in the sdk for bulk data import. It requires you to have a data map setup in CRM or tables with the exact same name as the data file that you are loading. I pretty much just copied the code sample that they had with some modifications so that it would work for me.