Hello,

Our team is struggling to find a way to import the Sales of the last 20 
years (Contact-based) from our old Maximizer-Solution to Microsoft CRM. Best 
would be to import them in a clean way, so they look like the Sales were 
performed in CRM all along. We however don't know what actually happens in 
the database, once an opportunity is closed in CRM, so it's hard to find an 
approach to import our old data to match the new Sales.

What is the recommended way to import them, so they are easy to track along 
with future Sales performed through the lead-opportunity conversions?

Thank you, Henrik.

I did the same thing for sales logix to CRM.

I'm assuming in the old system, you have completed orders, and then 
"opportunities"...

If maximizer uses microsoft SQL as it's database (not sure), then you can 
setup a linked server between the 2 systems, so you can perform 4 part 
queries from the CRM Server back to the Maximizer server....

Once that's setup, create a view on CRM that matches identically all the 
fields that CRM would want to have for the order and a second one that just 
shows the line items (with id's relating to both)

Use a program like Scribe (Scribesoft.com) to connect to the view on one 
end, and then use the CRM Adapter that you purchase with scribe to link back 
to CRM's Orders...map all the fields out, and execute....

It'll be just like the were entered, and if  you right your view right, you 
can even assign them to the right people that did the orders in the first 
place.

It took me 2 weeks to do all of that for our conversion, but it was worth it.


"Henrik Schmidt" wrote:

> Hello,
> 
> Our team is struggling to find a way to import the Sales of the last 20 
> years (Contact-based) from our old Maximizer-Solution to Microsoft CRM. Best 
> would be to import them in a clean way, so they look like the Sales were 
> performed in CRM all along. We however don't know what actually happens in 
> the database, once an opportunity is closed in CRM, so it's hard to find an 
> approach to import our old data to match the new Sales.
> 
> What is the recommended way to import them, so they are easy to track along 
> with future Sales performed through the lead-opportunity conversions?
> 
> Thank you, Henrik.

Hi Henry,

You do not have a unique problem. Most of the migration from an existing 
contact manager like GM,ACT, Maximizer to MS CRM has the same kind of 
migration details to take. It is related to company, contacts, opportunity 
and sales as well as communication going to proper places in MS CRM.

We have a utility and a unique way of migrating the data from these systems 
to MS CRM at a FIXED cost and we can take care of the requirement defined by 
you. We would just require a sample of your Maximizer database to give you 
the exact solution for it. Our fixed price for conversion usually is a few 
hundred dollars to start off with and is usually is more cost effective than 
pre packaged solutions.

Please visit http://www.inogic.com/migration_maximizer.htm for details and 
how we can help you in achieving your aim. Also be assured that the 
migration will exactly take care of your needs with any need of your 
intervention.

Cheers!

Sam
_______________
Inogic
Innovative Logic
Innovative solutions for your SME ERP/CRM products
E-mail: crm@inogic.com
Web: www.inogic.com
--------------------------

"Henrik Schmidt" <HenrikSchmidt@discussions.microsoft.com> wrote in message 
news:45652853-A944-4D9D-9FB3-2D183130F496@microsoft.com...
> Hello,
>
> Our team is struggling to find a way to import the Sales of the last 20
> years (Contact-based) from our old Maximizer-Solution to Microsoft CRM. 
> Best
> would be to import them in a clean way, so they look like the Sales were
> performed in CRM all along. We however don't know what actually happens in
> the database, once an opportunity is closed in CRM, so it's hard to find 
> an
> approach to import our old data to match the new Sales.
>
> What is the recommended way to import them, so they are easy to track 
> along
> with future Sales performed through the lead-opportunity conversions?
>
> Thank you, Henrik.