微软CRM 4.0数据迁移

发布于 2024-08-01 16:21:51 字数 356 浏览 2 评论 0原文

我正在签订一份合同,将一家公司基于 Microsoft Access 的手动 CRM 移植到 Microsoft CRM 4.0。 一切进展顺利,但现在我必须迁移数据。

数据遍布源 .mdb 中。 大量的表,大量的重复,并且通常显示出临时数据库的所有迹象,该数据库随着时间的推移而有机增长(像杂草一样)。

所以,我的困境是这样的。 我是否要硬着头皮在 Access 中编写大量查询,将数据导出为 CRM 可以导入的某种中间格式? 或者还有其他办法吗? 是否有任何人都知道的将数据从一个映射到另一个的中间件工具?

请注意,这是我第一次使用 CRM,因此如果问题很明显,我深表歉意。

干杯, 谢恩

I'm in the middle of a contract that is porting a company's hand-rolled Microsoft Access-based CRM to Microsoft CRM 4.0. It's all gone pretty well, but now I have to migrate the data across.

The data is all over the place in the source .mdb. Lots of tables, lots of duplication, and generally shows all the signs of an ad-hoc database which has grown organically (like weeds) over time.

So, my dilemma is this. Do I bite the bullet and write lots of queries inside Access to export the data into some intermediate format that CRM can somehow import? Or is there some other way? Are there any middleware tools that map data from one to the other that anyone here knows about?

Note this is my first time using CRM, so if the question is obvious, I appologise.

Cheers,
Shane

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悲歌长辞 2024-08-08 16:21:51

Dynamics CRM 4.0 提供了名为 Dynamics CRM 4.0 数据迁移管理器的内置工具,可帮助开发人员将数据从以前的数据库迁移到 Dynamics CRM 4.0 数据库。 我没有广泛使用它,但据我所知,以前的数据需要导出为CRM 4.0数据迁移管理器(DMM)提供的“标准”excel格式。

您可以参考以下参考资料:

  1. http://blogs.msdn.com/crm/archive/2008/01/04/microsoft-dynamics-crm-4-0-data-迁移管理器-with-john-o-donnell.aspx

  2. http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278 -9a5367eb79ca&displaylang=en

还有名为Scribe http://www.scribesoft.com/ 将帮助您迁移到 Dynamics CRM 4.0 数据库

Dynamics CRM 4.0 provides built in tool called Dynamics CRM 4.0 Data Migration Manager to help developers migrate data from previous database into Dynamics CRM 4.0 database. I haven't used it extensively, but as far as i know, the previous data needs to be exported into a "standard" excel format provided by CRM 4.0 Data Migration Manager (DMM).

You can refer to below references :

  1. http://blogs.msdn.com/crm/archive/2008/01/04/microsoft-dynamics-crm-4-0-data-migration-manager-with-john-o-donnell.aspx

  2. http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278-9a5367eb79ca&displaylang=en

There is also 3rd party solutions called Scribe http://www.scribesoft.com/ that will help you migrate to Dynamics CRM 4.0 database

深府石板幽径 2024-08-08 16:21:51

我很遗憾地说,我认为你必须硬着头皮编写查询来从各种来源提取数据并使用一些中间数据库,例如access(你也可以使用SQL服务器或任何数据库)

以我处理几次数据迁移的经验对于各种小型和大型企业的项目,我一直使用 MS Access 作为我的数据按摩/拉取工具。 效果很好。 这听起来可能需要大量工作,但它绝对比购买任何昂贵的工具并花费数千美元配置它们要便宜得多。

我建议您保存所有查询并编写一个宏来自动导入。
无论查询多么微不足道,请保存它。 这将非常有用,因为在实际上线之前您必须一次又一次地执行此操作。

一旦实现自动化,只需单击一个按钮即可。
通常,数据迁移项目将经历至少 2 次迭代,最多可能达到 10 次。

一旦中间数据库中有数据,您就可以使用重复数据删除工具来标准化并删除数据中的重复数据。 线上和线下都有很多便宜的工具。

I am sorry to say, I think you have to bite the bullet and write queries to pull the data from various sources and use some intermediate database like access ( You may also use SQL server or any db)

In my experience of handling several data migration projects for various small and large enterprises, I have always uses MS access as my data massaging/pulling tool. It works great. It might sound a lot of work but it’s is definitely lot cheaper than buying any expensive tools and spending thousands of dollars configuring them.

I would recommend you save all your queries and write a macro to automate the import.
Hower trivial the query is, SAVE it. This will be very useful as you will have to do this again and again before you actually go live.

Once you automate it, it is just a matter of clicking a button.
Typically and data migrating project will undergo at least 2 iterations and it could go up to 10.

Once you have data in the intermediate database, you can use de duping tools to standardize and remove dups from your data. There are a lots of cheap tools available both online and offline.

若水般的淡然安静女子 2024-08-08 16:21:51

在这种情况下,我仅使用 mscrm api 就取得了成功。 您可以编写一个 .net 应用程序,它使用 odbc 连接到您的 mdb,然后使用 mscrm api 创建您需要的实体。

不管怎样,你把它剪了——虽然不太漂亮,但你可以完成工作。

祝你好运。

Ms CRM 服务参考

I've had success just using the mscrm api in these kinds of cases. You can write a .net app which use odbc to connect to your mdb then use the mscrm api to create the entities you need on that end.

Anyway you cut it - it's not too pretty but you can get the job done.

Good luck.

Ms CRM Service Reference

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