Initial Data Migration

The Microsoft CRM Integration provides ongoing data migration between Great Plains and Microsoft CRM. However, in situations where Great Plains has been in production for a period of time, it is necessary to do an initial data migration from Great Plains to Microsoft CRM. The Microsoft CRM Integration provides scripts to make this data migration possible.

The scripts are located on the Microsoft CRM Integration installation CD in a folder titled Great Plains Data Migration. Three sets of scripts are provided for each of the main entities. The first script returns the number of records for each entity in Great Plains. The second script returns the number of records in Microsoft CRM. These two scripts are for reference and are used to verify the data migration was successful.

The third script is the migration script and should be run after the first two. The migration script creates records in the Document Exchange for each of the existing records in Great Plains. Essentially this script causes the Document Exchange to treat the existing records as if they had just been created. The data flows from Great Plains into Microsoft CRM through the Microsoft CRM Integration components.