Tech Support > Microsoft Windows > Windows CRM > Merging to CRM Server Data togother
Merging to CRM Server Data togother
Posted by luai7 on May 24th, 2007


Hi,

We have 2 CRM servers containing both similar and unique data records. This
covers all entities including: Users, Account, Contacts, Quotes, Orders,
Leads, Opportunities ... Etc So you could find for example that one of the
servers contain the same user on the other server and so on for other
entities… etc.

We intend to get rid of one of the servers by migrating, or in fact merging
its CRM data with that of the other server.

I found few threads in this newsgroup that discuss similar issues but not
exactly the thing I am looking for.

I think the SCRIBE Insight migration tool does this job. However, what
worries me most is maintaining the integrity between the various entities of
the CRM records. Because imagine for example that a Quote record includes in
its columns foreign key relations to users, accounts,.... etc. So what
happens when the migration tool migrates a record and discovers that one of
its FKs does not exist (Example: An owner or a user)? Does it create this
user first... ? And so on... I hope you got my point

Do you know of any body that has used SCRIBE before to do a similar job?

I say that because if I decide to purchase the $495 45-Day SCRIBE License
and then it does not at the end do this migration job, my manager will kill
me :-) or at least he will deduct this $495 from my salary :-(

I tried to contact Scribe about this issue, but I did not get clear
satisfying answers! In fact, they advised me to purchase some consultancy
services from them which I think will cost us even more than the tool itself!

Any ideas? Please help!

Posted by John O'Donnell on May 24th, 2007


Scribe is offering a lot of functionality for 495 dollars so its not
suprising if you need advice and support then they will want to charge you.

I have never come across a need to merge two crm databases like this.

My only advice is to talk to your management and tell them that what you are
attempting is complex to say the least. If you were just wanting to merge
contants for example it would be easier but because of the number of
entities involved this will get complex quickly. Scribe may be the right
solution but without at least basic training you are going to have problems.

Sorry I cannot be more positive, just seems your company is trying to do
something complex without realising the implications and cost

Lastly if scribe cannot meet the needs then you will be looking at building
a custom solution which again will cost way more than 495 dollars
==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com


"luai7" <luai7@discussions.microsoft.com> wrote in message
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Posted by luai7 on May 24th, 2007


Thanks a lot John for your continous support,

You are absolutely right. I totally agree with you that the task is really
complex, because I initially thought of building a database mapping utility
to do this task, but with a 200+ CRM tables it is going to take a looooot of
time and effort which translates at the end to a huge cost.

Good that I have someone backing me in my argument when I try to convey it
to management :-)

I will try to explain to them the complexity of this technical task and that
we will be better off buying some sort consulting services from Scribe to do
this rather tricky task.

Hoping for the best :-)

Thansk again.

Luai.

"John O'Donnell" wrote:

Posted by John O'Donnell on May 24th, 2007


If you need someone to jump on a quick call with you let me know

John



==============================
John O'Donnell
Microsoft CRM MVP
Web - http://www.crowecrm.com
Blog - http://www.crowecrm.com/crowe/microsoft/crmblog.cfm



"luai7" <luai7@discussions.microsoft.com> wrote in message
news:A54E8CD8-BC11-4836-AD9A-46646B2BEE7A@microsoft.com...


Posted by luai7 on May 25th, 2007


Thanks John,

I very much like to do so. Kindly, what's your email address (If you don't
mind off course) ?

- Luai.

"John O'Donnell" wrote:


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