Export BCM to Microsoft CRM 1.2

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Kyhlan - 11 Feb 2005 14:55 GMT

I have used BCM for a while now and have a significant amount information
that I want to import to my CRM 1.2.

Is there instruction of how to handle this in order to include:
- Contacts and accounts including links
- leads
- Business notes

I have not been able to find this information on the CRM-forum.

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Luther - 11 Feb 2005 15:11 GMT

BCM will export to CSV and XML files.

It's clearly in MSCRM interest to add support for importing (up
selling) from BCM. MSCRM has the specialized knowledge about where they
should store data in their system. I doubt it's a priority for BCM.

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Kyhlan - 11 Feb 2005 17:41 GMT

When I am about to export from BCM I have three alternatives:
- Microsoft bCentral...
This will include the business contact and not the accounts.

- CSV
In this case I will have to choose contacts or accounts. And as I export
them seperately I loose the connection!

- Business Manager Contact Data
When I use this, I have to export contacts/accounts and consequently loose
the connection between them.

Or am I wrong?

Is there a way to use the complete .bcm file for import to CRM?

> BCM will export to CSV and XML files.
>
> It's clearly in MSCRM interest to add support for importing (up
> selling) from BCM. MSCRM has the specialized knowledge about where they
> should store data in their system. I doubt it's a priority for BCM.

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Luther - 11 Feb 2005 18:53 GMT

BCentral exports are a special case where only Contacts with
an email address are exported.

If you want a full-fidelity export you'll have to get a beta
of BCM v2 from Microsoft. There the BCM file has all the data.

> When I am about to export from BCM I have three alternatives:
> - Microsoft bCentral...
[quoted text clipped - 17 lines]
> > selling) from BCM. MSCRM has the specialized knowledge about where they
> > should store data in their system. I doubt it's a priority for BCM.

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Kyhlan - 11 Feb 2005 19:05 GMT

Thank you.

How do I get ahold of BCM beta version.

Regards

> BCentral exports are a special case where only Contacts with
> an email address are exported.
[quoted text clipped - 26 lines]
> they
> > > should store data in their system. I doubt it's a priority for BCM.

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