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Microsoft CRM Data Import FAQ
by: Andrew Karasev
Microsoft CRM has built-in conversion tool, however you should probably first try third party conversion tool, such as Scribe. It is relatively expensive and has bunch of importing capabilities, that you might never use and need. Scribe allows you to map objects in source and target, when source is ACT! for example. If you are just realized the need to load data into CRM – please research Microsoft CRM import tool and Scribe. Here we will describe other option and possibilities
• Master records import – you can import via MS CRM integration tool. Tools->Import and select contacts or leads
• Duplication dilemma. In version 1.2 as well as in 3.0 (as far as we know) you do not have duplication check and you can import duplicate leads or contacts.
• MS CRM SDK custom data migration. If data import is critical and you have reasonable budget for the migration – you can appeal to MS CRM customization partner who specializes in the complex data import. In MS CRM SDK you can program duplication check, special rules for security settings. We have to stress here, that this is not one thousand dollars project and if you are small company, you should stick to Scribe or native MS CRM import tool
• Large Scale MS CRM implementation. For corporate business security might have top priority and migration should be programmed in MS CRM SDK.
• Some technical tips. Post-call-outs. In MS CRM 3.0 which should be released in earlier 2006 there are so-called pre-call outs (in version 1.2 we have only post-call-outs). Pre-call-out should allow to check for duplication, based on your duplication recognition criteria and cancel record if it is duplicate contact, account or lead

If you have a need in large scale data import, you can always have us help you with MS CRM SDK data conversion. Give us a call: 866.528.0577 or 1.630.961.598, help@albaspectrum.com


About the author:
Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.


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Data Recovery - What Not to Do!

Data recovery is a tricky thing, and if you've somehow deleted or had your important files corrupted or lost due to human error, business espionage, faulty hardware or software or any other reason; the good news is that your lost data is probably recoverable. This article will show you a few things NOT to do when an event such as this occurs.

Don't run the drive anymore, or use the device. (MP3, portable storage, camera card, whatever) If you think it won't hurt to even just poke around the internet for a solution to this mess you've made/found, you're wrong! Don't install or run anything on the drive you hope to recover data from. Only access this drive again from a healthy PC with the software solution you're going to use. Since files are overwritten in the order they've been deleted, the last files that have been excised from your drive will be the first to be lost permanently. Even just surfing, with all the cookies and temporary internet files that are always being generated will often doom the process without you even knowing about it.

Don't use tools that may reside on your computer, such as Scandisk, or a boot record utility, as these will probably overwrite exactly the files you're seeking to get back.

In short, be careful! Your data may very well be recoverable, as long as you don't do something to erase it forever! Find a good data recovery software solution, and then follow the instructions to the letter, and you'll more than likely live to see your lost data return!

Keith Thompson is the webmaster at Data Recovery Service a site cenetered around helping you get back your lost data!



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