Introduction

This one-day instructor-led course provides students with the knowledge and skills to install and implement the Microsoft® CRM 3.0 Data Migration Pack. This course addresses the components involved in planning a data migration project, the installation of the Data Migration Pack, preparing Microsoft CRM for data migration, components of the Data Migration Pack, initialization and structure of the CDF database, loading source data into the CDF database, cleansing the data, and then migrating the data into Microsoft CRM.
The course reviews the migration tools contained within the Data Migration Framework for migrating data:

• CDF Installation Wizard
• CDF Data Mapping Wizard
• CDF Migration Wizard

The course also examines the planning tools included in the Data Migration Pack that drive the data migration planning process. These include:

• Detailed Data Planning spreadsheets for mapping source data schema to Microsoft CRM
• Source Data Assessment spreadsheet for documenting overview information for the source data
• Data Mapping spreadsheets with predefined mappings for ACT!, Goldmine, and Siebel databases

Pre-Requisites

Before attending this course, students must have students must have a working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, and Microsoft® SQL Server® 2000 or 2005. Students should also be proficient in installing, configuring, and customizing Microsoft CRM 3.0.