Microsoft CRM Data Migration Manager Tips and Tricks

Microsoft CRM Data Migration Manager Tips and Tricks
  1. Status and Status Reason values need to be converted to the number value before using data migration manager – see for default values.
  2. When importing multiple related files i.e. Assigning Opportunities to Contacts, you have to ensure you reference a mandatory field in the mapping between the two entities, using Contact Full Name will not work.
  3. Ensure date fields are correctly formatted to fit with the date  system settings
  4. If you want to load in new picklist values at point of data migration then ensure you tick the box on the first step of the migration to update CRM with any new values
  5. Review your data before you load it, if duplicates exist and you migrate data to these records migration manager will fail as it will not be able to uniquely identify the correct record to associate the data to
  6. Name your imports intelligently as you will you use these names to delete the data if the migration partially fails
  7. If importing data with a link to a system user, Microsoft CRM does not automatically match say the owner field to your specified user. You have to include as one of your files a user csv file that is an export of the users set-up in the CRM system, Migration manager will then ask you which field in this file maps to  a user set-up in the system and then which field from the file to use as the relationship to the user record in your source files i.e. I always do a vlookup in the source files of owner and replace with the domain login name as stored in CRM. I will blog later on this in more detail!
  8. If you plan to import in contacts and your contacts are not all unique as a tip create a new field in your database called DM Unique key and make this field mandatory, then populate your source files with a unique number for each of your contacts and use this value as your mapping value between records i.e. Importing Accounts and Contacts where the Accounts reference a primary Contact, add to the Accounts csv a new column that references the new Contact DM unique key and use this to map the primary contact to a contact in the system.
  9. Microsoft CRM has an import maximum file limit set in the config file ensure your migration files are below this
  10. Before Migration remove any line breaks, " and , from any text field
  11. Ensure that your text fields do not exceed 3000 in character length
  12. Allow plenty of time to prep, test and load your data into CRM, it takes longer than you think and you always hit errors with data  cleanliness
 Hope this helps, have fun!