I am somewhat of a novice at CRM and not the best at coding. I think it's
completely reasonible for Microsoft to create a Wizard to do imports from
apps such as Act, Goldmine or OUTLOOK of contacts and companies/accounts WITH
their history, Journal Entries, and secondard e-mail, addresses, etc..
without needing to resort to the Data Migration Framework. Everyone
Reinventing the Wheel.
It is easy to map fields from one app to another, even if just the address,
b-days, e-mails, etc. they are all well documented AND most other 3rd
parties supply such a wizard with their software. MS what gives?
Referring people to Scribe software is NOT a solution to this, the average
starting price of $3K for something that should be included!
The standard import wizard included with CRM does not even provide the
option to SAVE the field mappings for users that import new leads, etc from
the same source on a regular basis. The MS recommended import from Outlook
doesn't even include standard fields like the persons Home address/phone. If
using the 'wizard' to import from something like Goldmine you loose the link
between Company and Contact... and of course all of your history.
So suggestions:
1 - Create a Real import wizard that will import from: (Act, Goldmine,
Outlook (all contact or by category NOT one at a time)) Even just contact
info (not history data)
2 - Give the option to SAVE field mappings in the general Import included
for Leads, etc.
3 - A link to MS Accounting would be nice as not all clients that need CRM
want or need to invest Thousands into GP. You have the link for BCM why not
CRM?
If I am off base on any of this please let me know. Every MS Sales person
I've talked to seemed surprized this functionality wasn't built in and agreed
with me.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssol...oft.public.crm
