ACT! 6.0 to CRM 3.0 using scribe

Hi All,

Currently trying to migrate from ACT! 6.0 into the latest release of CRM.
Everything has come across apart from email bodies and attachments.

Has anyone sucessfully migrated email bodies using scribe into CRM?

ACT! stores emails as files in a shared folder. The paths for these emails
are being correctly picked up during the migration. The file names are being
stored within the crm database. However when opening an email only the
subject is displayed within the mail body.

Can anyone shed any light on this issue?

Kind Regards,

Ryan

Jeff
Tue Jul 03 08:05:55 CDT 2007

Ryan,

We have migrated just about any data to any data. We have also done Act to
CRM. We use the SDK and a number of Our own tools.

The problem with what you have migrated now is that you *may* have no way of
associating the email bodies to the email in CRM. It is important when
migrating to CRM to plan the entire process and really understand all of the
steps.

--
Jeff Loucks [MVP]
Available Technology
888-474-2237
Come see our CRM presentations at TechEd and SMB Nation
on integrating other Microsoft Technologies
(Project, Mappoint, Sharepoint, Dynamics)

"Ryan" <Ryan@discussions.microsoft.com> wrote in message
news:D662B545-512D-4CEF-A5D7-C2640A41366D@microsoft.com...
> Hi All,
>
> Currently trying to migrate from ACT! 6.0 into the latest release of CRM.
> Everything has come across apart from email bodies and attachments.
>
> Has anyone sucessfully migrated email bodies using scribe into CRM?
>
> ACT! stores emails as files in a shared folder. The paths for these emails
> are being correctly picked up during the migration. The file names are
> being
> stored within the crm database. However when opening an email only the
> subject is displayed within the mail body.
>
> Can anyone shed any light on this issue?
>
> Kind Regards,
>
> Ryan

Ryan
Tue Jul 03 08:32:01 CDT 2007

I can assure you that I have *no* way of associating the email bodies to the
emails in CRM. However since this is just a *test* migration I *shouldn't*
have any real problems.

Anyway as an update I have found that the scribe software as created notes
within the crm system, which the emails attached. However these notes are not
link to either a customer or an account. So they just exist.

May need to make changes to the translation template to try and attach the
emails to the activities, rather than notes. Scribe is putting them into the
annotation table, when they should go into activityattachments table. Need to
bind on activity id somehow during the insert step.



"Jeff L [MVP]" wrote:

> Ryan,
>
> We have migrated just about any data to any data. We have also done Act to
> CRM. We use the SDK and a number of Our own tools.
>
> The problem with what you have migrated now is that you *may* have no way of
> associating the email bodies to the email in CRM. It is important when
> migrating to CRM to plan the entire process and really understand all of the
> steps.
>
> --
> Jeff Loucks [MVP]
> Available Technology
> 888-474-2237
> Come see our CRM presentations at TechEd and SMB Nation
> on integrating other Microsoft Technologies
> (Project, Mappoint, Sharepoint, Dynamics)
>
> "Ryan" <Ryan@discussions.microsoft.com> wrote in message
> news:D662B545-512D-4CEF-A5D7-C2640A41366D@microsoft.com...
> > Hi All,
> >
> > Currently trying to migrate from ACT! 6.0 into the latest release of CRM.
> > Everything has come across apart from email bodies and attachments.
> >
> > Has anyone sucessfully migrated email bodies using scribe into CRM?
> >
> > ACT! stores emails as files in a shared folder. The paths for these emails
> > are being correctly picked up during the migration. The file names are
> > being
> > stored within the crm database. However when opening an email only the
> > subject is displayed within the mail body.
> >
> > Can anyone shed any light on this issue?
> >
> > Kind Regards,
> >
> > Ryan
>