QGate Technical Article: QGate CRMMigrate Getting Started on your Migration

Migrate your data with QGate CRMMigrate™

QGate CRMMigrate™ is a user-friendly application used to migrate your data from Salesforce or GoldMine to Microsoft Dynamics CRM v4.0. Easy to use, it provides a powerful, robust and intuitive CRM data migration tool.

With QGate CRMMigrate, critical customer data can be pre-populated within Microsoft Dynamics CRM quickly and cost effectively without the risk of losing data. User-friendly and flexible, CRMMigrate can work with hosted, on premise and Online (US) Dynamics CRM, allowing you to choose how to migrate your data.

Getting Started

This article lists the pre-reqs and outlines the processes required for a successful migration from Salesforce to Microsoft Dynamics CRM using the QGate CRMMigrate solution to migrate your data.

CRMMigrate supports migration to on premise and hosted CRM instances. 

Pre-requisites

Customer to ensure the following are available:

• Server on which CRMMigrate can be installed
• Server to have SQLExpress 2005 or higher installed.  Access rights available to be able to create databases and tables/fields within the databases
• Server to have the Microsoft .Net Framework version 3 or above installed
• Server has internet access
• Details for Microsoft Dynamics CRM URL
• Microsoft Dynamics CRM login and password for user with admin rights
• Source data location/extract available or Source System login details.
• Customer to ensure following supplied to QGate to allow license setup:

1. A name for the project such as “Your Company”
2. A valid email address.  This email address is used for the logon within CRMMigrate
3. The number of System User setup in the Microsoft Dynamics CRM organization

Self-Managed Process Outline

1. Download and install CRMMigrate if not already installed
2. Import the QGate supplied customizations.xml file for the source data. 
3. You should import and apply these customizations from the xml file  prior to making any or your own customizations in CRMMigrate
   Note: If you have already made customizations to Microsoft Dynamics CRM, you should export those customizations to an .xml file, import and publish the CRMMigrate customizations, then import and publish your own customizations from the file you created.
4. Add any additional customized entities and fields required for the migration to Microsoft Dynamics CRM
5. Add the currencies required for your use in Microsoft Dynamics CRM
6. Add all your users in Microsoft Dynamics CRM with appropriate roles to match all users in your current database setup including retired users.  By using the same email names CRMMigrate will automatically link the records.
7. Backup the empty Microsoft Dynamics CRM database 
8. In CRMMigrate confirm list of source entities to be migrated
9. In CRMMigrate confirm and setup user mappings in CRMMigrate
10. In CRMMigrate confirm and setup identifiers for Task Types
11. In CRMMigrate confirm and setup Status mapping
12. Run full test migration
13. Review and test Microsoft Dynamics CRM system
14. Make any amendments required to source/destination or migration settings
15. Restore empty database backed up in step 7
16. Freeze source system; Extract/refresh source data in CRMMigrate
17. Run live migration
18. Review and test the live Microsoft Dynamics CRM system