Microsoft CRM 3.0 Data Migration

Target Audience
This course provides students with the knowledge and skills to install and implement the Microsoft CRM 3.0 Data Migration Pack. The class is targeted toward administrators, implementers, developers, and consultants who need to understand how to use the Data Migration Pack for migrating source application data into Microsoft CRM.

Pre-Requisites
Before attending this course, students must have the following pre-requisites:A working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, and Microsoft SQL Server 2000 or 2005.Proficiency in installing, configuring, and customizing Microsoft CRM 3.0.

Purpose
After completing this course, students will be able to plan each of the components of a Data Migration project; prepare Microsoft CRM for data migration; use the Data Migration Framework planning documents to map the source data schema to Microsoft CRM schema; identify the schema structure of the staging database, known as the Common Data Format (CDF) database; initialize the (CDF) database; populate the CDF database with source data; cleanse source data in the CDF database; perform a test migration of selected source data entities from the CDF database into the Microsoft CRM database; perform a full migration of source data entities from the CDF database into the Microsoft CRM database; validate the data migration was successful.

Course outline

1. Planning a Data Migration Project
2. Installing the Data Migration Pack
3. Loading Source Data into the CDF Database
4. Cleansing Data in the CDF Database
5. Migrating Data into Microsoft CRM

Module 1:Planning a Data Migration Project

• Overview of the Microsoft CRM Data Migration Pack
• Data migration methods
• Supported methods of migrating data into Microsoft CRM
• Necessary skills for managing data migration projects
• Management challenges
• Success factors
• Planning steps
• Lab: Mapping Data

• Identify key best practices to follow in data migration planning.
  
• Determine the skills necessary to manage a data migration project.
  
• Identify the challenges management faces when planning and executing a data migration.
  
• Determine the approaches, techniques, and key knowledge areas that guarantee a successful data migration project.
  
• Use the tools provided in the Microsoft CRM 3.0 Data Migration Pack for mapping a source database schema to Microsoft CRM.
  

Module 2:Installing the Data Migration Pack

• Installation scenarios
• Installing the Data Migration Pack
• Data Migration Framework tools
• Preparing Microsoft CRM for data migration
• Preparing Business Contact Manager for data migration
• Lab: Installing the Data Migration Pack

• Install the Microsoft CRM 3.0 Data Migration Pack
  
• Identify the Data Migration Framework tools
  
• Identify the steps that are required to prepare Microsoft CRM for data migration.
  
• Set up the source database for the Data Migration Wizard for Outlook with Business Contact Manager.
  

Module 3:Loading Source Data into the CDF Database

• CDF Database Overview
• CDF Database Structure
• How to load data into the CDF Database
• Initializing the CDF Database
• Data that can migrate into Microsoft CRM
• How specific data types are migrated
• Maintaining data relationships
• Lab: CDF Initialization
• Lab: CDF Data Load

• Identify the entity tables in the CDF database in which to load the source data.
  
• Use the Microsoft CRM Correlation tables.
  
• Identify the entities that can be migrated into Microsoft CRM.
  
• Initialize the CDF database before loading it with data.
  
• Load data for each attribute type into the CDF database.
  
• Maintain data relationships.
  

Module 4:Cleansing Data in the CDF Database

• Introduction to Data Cleansing
• Manual data cleansing tasks
• Data cleansing and the CDF Data Mapping Wizard
• Merge duplicates and associate data
• Cleansing Integrated or Manually Entered data
• Lab: Data Cleansing

• Identify several best practices to follow when cleansing data.
  
• Use the CDF Data Mapping Wizard to cleanse territories, user accounts, and drop-down lists.
  
• Merge duplicates and associate data.
  
• Identify stored procedures that help in data cleansing operation.
  

Module 5:Migrating Data into Microsoft CRM

• The CDF Migration Wizard
• Tasks performed by the CDF Migration Wizard
• Running a data migration
• Post-migration tasks
• Troubleshooting migration problems
• Alternative migration methods
• Lab: Running a Test Migration
• Lab: Running a Full Migration

• Identify each of the tasks performed by the CDF Migration Wizard.
  
• Identify what the correlation phase of the migration does.
  
• Identify the requirements that must be satisfied for the correlation phase of the migration to succeed.
  
• Understand how the CDF database is updated as each record is migrated into Microsoft CRM.
  
• Understand how relationships between records are maintained when the data is migrated into Microsoft CRM.
  
• Set up and run a test migration.
  
• Run a full migration.
  
• Troubleshoot data migration problems.