Extracting data from Outlook for MS CRM Data Migration
Found this interesting article on Customer Effective about various alternatives for extracting data from Outlook for import in MS Dynamics CRM. Here’s a summary:
In most situations, it is preferable to extract all Outlook data, clean/de-duplicate it in Excel or SQL Server, then import the scrubbed data in to CRM. This is sometimes easier said than done. There are several ways to do it:
- Outlook import/export wizard
- Scribe
- Copy and paste to Excel
- Microsoft Access
- CodeTwo Outlook Export
CRM 2011 Data Import Wizard
PowerObjects has a detailed post about the new and improved Data Import Wizard. Below is a short summary…
The Data Import Wizard has been greatly improved for CRM 2011, taking on some of the functionality of the Data Migration Manager from CRM 4.0 and adding a few cool new features! Accessing the Data Import Wizard is done through the new Ribbon bar across the top of the screen.
When you first click the Import Data button, you will be prompted to begin a new Data Import OR Download a template from Microsoft. Microsoft Dynamics CRM provides a data import template for each record type that can be imported into Microsoft Dynamics CRM. This template is in an XML Spreadsheet 2003 format and has an .xml extension.