Article

From the Microsoft Dynamics CRM Blogs: Learning from CRM 2011 Migrations; Fewer Clicks; Forms, Charts, and Dashboards; CRM Data in Outlook

by Jared Berezin
,

Lessons Learned Migrating Data to Dynamics CRM 2011: In a helpful and very thoughtful post, CustomerEffective Blog discusses issues and specific tips on upgrading and migration, as well as important lessons to keep in mind whatever path you end up taking:

"When companies using Microsoft Dynamics CRM 3.0 or 4.0 move to Microsoft Dynamics CRM 2011, there are some decisions to be made around how to move your current environment and data to CRM 2011.  If you have an on premises installation, you can install CRM 2011 on premises and upgrade your MSCRM database to CRM 2011.  This will bring in all of your customizations and data from CRM 4.0... In some cases, a direct upgrade may not be practical, and you may want to selectively migrate data."

Get Your Kicks with Fewer Clicks in MSCRM: Power Objects blog provides clear instructions on how to implement the following changes to improve your experience and save time in MSCRM:

  • How to select a default homepage
  • View Started Panes (especially helpful for new users)
  • Set the number of records shown in any list
  • Open an Advanced Find while in a related view, which will save you time by adding initial filters

Power Objects writes:

"There are some quick changes you can make in your Personal Options that will spare ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access
CRM 2011 Data Migration Dynamics CRM
About Jared Berezin
Jared Berezin serves as a contributing writer to MSDynamicsWorld.com. With combined interests in technology and science, Jared previously served as a writer for Dana-Farber Cancer Institute, drafting scientific narrative reports on the latest advancements in cancer research. Jared has also served as associate marketing specialist for International Data Corporation (IDC), a market research firm. In this position, he planned and executed strategic marketing initiatives for IDC's software and services research programs, and wrote outbound communications to the press, existing clients, and prospects. Jared also has experience working for several local newspapers in eastern Massachusetts. Jared graduated with honors from Colby College with a BA in English and creative writing.
More about Jared Berezin