Microsoft CRM 3.0 Data Migration
Course 8530: One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:00 am - 4:00 pm, or 2 evenings, 6pm - 9pm
Introduction
This one-day instructor-led course provides students
with the knowledge and skills to install and implement
the Microsoftฎ CRM 3.0 Data Migration Pack. This course
addresses the components involved in planning a data
migration project, the installation of the Data
Migration Pack, preparing Microsoft CRM for data
migration, components of the Data Migration Pack,
initialization and structure of the CDF database,
loading source data into the CDF database, cleansing the
data, and then migrating the data into Microsoft CRM.
The course reviews the migration tools contained
within the Data Migration Framework for migrating data:
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CDF Initialization Wizard
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CDF Data Mapping Wizard
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CDF Migration Wizard
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The course also examines the planning tools included
in the Data Migration Pack that drive the data migration
planning process. These include:
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Detailed Data Planning spreadsheet for
mapping source data schema to Microsoft CRM
|
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Source Data Assessment spreadsheet for
documenting overview information for the source
data
|
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Data Mapping spreadsheets with predefined
mappings for ACT!, Goldmine, and Siebel
databases
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This course does not include materials or instructor
discussion of Microsoft CRM Integration for Great
Plains.
Audience
Microsoft CRM 3.0 Data Migration training is
recommended for people who plan to install, implement,
configure, consult, or support Microsoft CRM 3.0. 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. The course is not
intended for non-technical staff.
At Course Completion
After completing this course, students will be able
to:
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Plan each of the components of a Data
Migration project
|
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Prepare Microsoft CRM for data migration
|
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Use the Data Migration Framework planning
documents to map the source data schema to
Microsoft CRM schema
|
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Identify the schema structure of the staging
database, known as the Common Data Format (CDF)
database
|
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Initialize the (CDF) database
|
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Populate the CDF database with source data
|
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Cleanse source data in the CDF database,
which includes:
|
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Verify that required attributes have data
|
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Merge duplicates and associate data
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Cleanse state and status data
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Perform general data cleansing tasks
|
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Perform a test migration of selected source
data entities from the CDF database into the
Microsoft CRM database
|
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Perform a full migration of source data
entities from the CDF database into the
Microsoft CRM database
|
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Validate the data migration was successful
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Prerequisites
Before attending this course, students must have a
working knowledge of Microsoft( Windows Server 2000,
2003, or Windows XP, and Microsoftฎ SQL Serverฎ 2000 or
2005. Students should also be proficient in installing,
configuring, and customizing Microsoft CRM 3.0.
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and
other necessary materials for this class.
The following software is provided in the student
kit:
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A virtual PC image of a Windows 2003 Server
running Microsoft CRM 3.0
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Copy of Microsoft CRM 3.0 Data Migration Pack
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Course Outline
Chapter 1: Planning a Data Migration Project
This chapter examines all of the components of a data
migration project, each of which must be accounted for
in the project's planning stage.
Lessons
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Overview of the Microsoft CRM Data Migration
Pack
|
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Data migration methods
|
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Supported methods of migrating data into
Microsoft CRM
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Necessary skills for managing data migration
projects
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Management challenges
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Success factors
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Planning steps
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Lab 1: Mapping Data
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This lab asks each student to restore a
backup of a customer's source database, and map
source data into Microsoft CRM Account and
Contact entities.
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Students will use the Data Migration Pack's
Detailed Data Planning spreadsheet to map the
entities. Mapping of the Account entity is
provided as an example; students will be
required to map the Contact entity.
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After completing this module, students will be able
to:
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Identify key best practices to follow in data
migration planning
|
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Determine the skills necessary to manage a
data migration project
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Identify the challenges management faces when
planning and executing a data migration
|
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Determine the approaches, techniques, and key
knowledge areas that guarantee a successful data
migration project
|
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Use the tools provided in the Microsoft CRM
3.0 Data Migration Pack for mapping a source
database schema to Microsoft CRM
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Chapter 2: Installing the Data Migration Pack
This chapter examines the hardware and software
requirements that must be in place prior to installing
the Microsoft CRM 3.0 Data Migration Pack
Lessons
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Installation scenarios
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Installing the Data Migration Pack
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Data Migration Framework tools
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Preparing Microsoft CRM for data migration
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Preparing Business Contact Manager for data
migration
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Lab 1: Installing the Data Migration Pack
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This lab asks each student to install the
Microsoft CRM 3.0 Data Migration Pack within a
virtual PC environment, and then confirm that
the installation was successful.
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Lab 2: Installing the Data Migration Pack
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This lab asks each student to prepare
Microsoft CRM for data migration. This includes
importing customizations required in the lab
scenario, backing up databases, pausing
workflows and sales processes.
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After completing this module, students will be able
to:
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Install the Microsoft CRM 3.0 Data Migration
Pack
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Identify the Data Migration Framework tools
|
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Identify the steps that are required to
prepare Microsoft CRM for data migration
|
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Set up the source database for the Data
Migration Wizard for Outlook with Business
Contact Manager
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Chapter 3: Loading Source Data into the CDF
Database
This chapter examines the steps involved in
initializing and loading source data into the Common
Data Format (CDF) database, and the necessary
information needed to complete these steps.
Lessons
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CDF Database Overview
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CDF Database Structure
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How to load data into the CDF Database
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Initializing the CDF Database
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Data that can migrate into Microsoft CRM
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How specific data types are migrated
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Maintaining data relationships
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Lab 1: CDF Initialization
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This lab asks each student to first run a
series of SQL queries against key tables in the
CDF database. Then students run the CDF
Initialization Wizard to initialize the CDF
database. Following this, students re-run the
same set of queries to see the changes made to
the database by the Initialization wizard.
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Lab 2: CDF Data Load
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This lab asks each student to load a set of
Accounts and Contacts into the CDF database.
These accounts and contacts will be cleansed and
migrated into Microsoft CRM in later chapters.
In this lab, students will create unique integer
primary keys for the Account and Contact CDF
tables, add a custom attribute to the Contact
table, create a set of SQL views that will be
used to facilitate data loading, and run a
series of SQL scripts to load the accounts and
contacts into the CDF database and maintain
their data relationships.
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After completing this module, students will be able
to:
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Identify the entity tables in the CDF
database in which to load the source data
|
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Use the Microsoft CRM Correlation tables
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Identify the entities that can be migrated
into Microsoft CRM
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Initialize the CDF database before loading it
with data
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Load data for each attribute type into the
CDF database
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Maintain data relationships
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Chapter 4: Cleansing Data in the CDF Database
This chapter discusses best practices to follow when
cleansing source data that has been loaded into the CDF
database. It also examines how to use the Data Migration
Framework's CDF Data Mapping Wizard to cleanse
territories, user accounts, and drop-down list values.
Lessons
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Introduction to Data Cleansing
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Manual data cleansing tasks
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Data cleansing and the CDF Data Mapping
Wizard
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Merge duplicates and associate data
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Cleansing Integrated or Manually Entered data
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Lab 1: Data Cleansing
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This lab asks each student to use the CDF
Data Mapping Wizard to cleanse the data that
they loaded into the CDF Database in the prior
chapter.
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After completing this module, students will be able
to:
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Identify several best practices to follow
when cleansing data
|
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Use the CDF Data Mapping Wizard to cleanse
territories, user accounts, and drop-down lists
|
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Merge duplicates and associate data
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Identify stored procedures that help in data
cleansing operation
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Chapter 5: Migrating Data into Microsoft CRM
This chapter explains what tasks the CDF Migration
Wizard performs when it migrates data from the CDF
database into Microsoft CRM. It also provides
step-by-step procedures for running the wizard and
troubleshooting potential migration problems.
Lessons
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The CDF Migration Wizard
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Tasks performed by the CDF Migration Wizard
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Running a data migration
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Post-migration tasks
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Troubleshooting migration problems
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Alternative migration methods
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Lab 1: Running a Test Migration
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This lab asks each student to run a test
migration on a sample set of Account and Contact
data to make sure the data migration will
succeed. Students will be asked to complete the
steps required to run a migration.
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Lab 2: Running a Full Migration
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Once students verified in the prior lab that
the test migration succeeded, they will run a
Full migration to load all of the Account and
Contact records into Microsoft CRM. This will
require that each student restore the databases
which they backed up in the prior lab, run the
full migration, and then verify their results.
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After completing this module, students will be able
to:
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Identify each of the tasks performed by the
CDF Migration Wizard
|
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Identify what the correlation phase of the
migration does
|
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Identify the requirements that must be
satisfied for the correlation phase of the
migration to succeed
|
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Understand how the CDF database is updated as
each record is migrated into Microsoft CRM
|
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Understand how relationships between records
are maintained when the data is migrated into
Microsoft CRM
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Set up and run a test migration
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Run a full migration
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Troubleshoot data migration problems
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