DMF....whats in the package?

  • Article

Since I posted my item on the DMF 3.0 this morning I seem to get alot of questions on this and I thought it's easier to answer it on my blog describing what is in the package then individually answer each question about whats in- or not in the package.

The Microsoft CRM Data Migration Pack contains TWO!!!!!!! data migration tools:

  • Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager
    A wizard which guides you through migrating data from Microsoft® Outlook® with Business Contact Manager to Microsoft Dynamics CRM 3.0. This wizard pulls data from a copy of your Outlook with Business Contact Manager database, stores the data in the Common Data Format (CDF) database, maps the data to valid Microsoft CRM values, and then migrates it to Microsoft CRM. This wizard is installed on your Microsoft CRM server. When you use this wizard, you do not need to use the Microsoft CRM Data Migration Framework.
  • Microsoft CRM Data Migration Framework
    The Microsoft CRM Data Migration Framework consists of the following tools, which can be used to migrate data from any source database to Microsoft CRM:
    • Common Data Format (CDF) database (cdf_mscrm)
      The CDF database is a staging database for collecting the data for import into Microsoft CRM. The CDF database will be installed on the Microsoft SQL Server™ where your Microsoft CRM database is installed.
    • Data Migration Framework user interface
      The Data Migration Framework user interface is installed on your Microsoft CRM server. It structures the data migration process, with one page for each phase of the data migration process, and links to the following wizards:
      • CDF Initialization Wizard. This wizard takes configuration information from Microsoft CRM and initializes the CDF database.
      • CDF Data Mapping Wizard. This wizard maps owner names, territories, business units, and drop-down list (picklist) values from your CDF data to Microsoft CRM.
      • CDF Migration Wizard. This wizard takes configuration information from the CDF database and populates Microsoft CRM.
    • Command-line tools and stored procedures
      If you want to automate data migration or prefer command-line tools, you can use the wizards in a command-line mode that does not require user input. Stored procedures are provided for you to use to map data and control which records are migrated.
    • Documentation
      The following documentation details the migration process:
      • Microsoft CRM Data Migration Framework Online Help
      • Planning spreadsheets for tracking your data during data migration
      • Mapping spreadsheets for mapping source data from ACT!, GoldMine, and Siebel databases to Microsoft CRM