Training Course:Microsoft CRM 3.0 Data MigrationSchool/Trainer:QA Ltd.
Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough, United Kingdom
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' This one-day instructor-led course provides students with the knowledge and skills to install and implement the Microsoft® 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:
CDF Initialization Wizard
CDF Data Mapping Wizard
CDF Migration Wizard
The course also examines the planning tools included in the Data Migration Pack that drive the data migration planning process. These include:
Detailed Data Planning spreadsheet for mapping source data schema to Microsoft CRM
Source Data Assessment spreadsheet for documenting overview information for the source data
Data Mapping spreadsheets with predefined mappings for ACT!, Goldmine, and Siebel databases
Prerequisites
Before attending this course, students must have a working knowledge of Microsoft( Windows Server 2000, 2003, or Windows XP, and Microsoft® SQL Server® 2000 or 2005. Students should also be proficient in installing, configuring, and customizing Microsoft CRM 3.0.
Delegates will learn how 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, which includes:
Verify that required attributes have data
Merge duplicates and associate data
Cleanse state and status data
Perform general data cleansing tasks
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
Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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 ...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.qa.com/
Phone:0844 871 2080
School Address:
TEL: 0844 871 2080
E-mail us: info@qa.com
Jobs & Resumes: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Houses & Roommates: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Travel Agencies: Birmingham, Bristol, Edinburgh, Leeds, London, Manchester,
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