Salesforce.com to Microsoft Dynamics CRM Migration Template

We now have a template that will help you migrate data from Salesforce.com to Microsoft Dynamics CRM version 4 or version 2011. The template takes care of the basics of account, lead, and activity data. Here is a list of the data the template migrates.

• Account records
• Contact records
• Activity records
• Un-converted Leads
• Attachments

When the template runs, it creates key cross reference relationships for the primary IDs for accounts, contacts, and leads. With the graphical environment in the Scribe Workbench it should be relatively easy to extend the template to handle other types of data related to these three objects, or to other objects. You can learn more about the template and how to implement it by watching this tutorial video, or by reading the template guide.

The guide has more details about the template including the field mappings. You can download the template from the Samples section of our  template download page.