Re: Exporting Contacts and info out of CRM by Matt
Matt
Tue Nov 30 01:02:59 CST 2004
Bob,
If the users have the SFO client installed, their Contacts should Synch up with
their outlook Contacts when they go Offline. As for the data, you have a few
options:
1) Keep the old databases around for awhile. They are only SQL databses and the
data can be accessed from them very easily.
2) Since the data is in SQL, you can easill export that data to Excel or some
other file format.
I question the usefullnes of this though. If you are going to "stop" using the
app, then the data you exported will be come out dated rather quickly. Updates
to the Contacts will be made in the users Outlook and will need to be "merged"
with the data in the exported tables.
You will basically be introducing another data source for your eventual
conversion back into CRM when the time comes.
Matt Parks
MVP - Microsoft CRM
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On Mon, 29 Nov 2004 20:38:24 -0800, "Bob Kenney" <bkenney1@wideopenwest.com>
wrote:
Can I export all of the contacts out of CRM so a user can
use them in their Outlook without CRM. We will be turning
off the CRM server and reinstalling it at a later date.
Or will the user lose all of their contact info?
Also can the data be dumped out of the database to
something like Microsoft Excel to be used to reimport
back into CRM after the new installation.
Bob