Data That Can Be Migrated
Data in the following objects can be migrated to Microsoft CRM by using the Microsoft CRM Data Migration Framework. For information about how each entity is migrated, see the CDF Database Entity Tables.
Microsoft CRM entity |
Microsoft CRM forms |
Customizable in Microsoft CRM? |
| Account | Account | Yes |
| Activity | Activity
Includes ActivityParty records. An ActivityParty record stores the names in To, From, Cc, Bcc, Call Initiator, Call Recipient, Sender, and Recipient attributes, along with the subject of the activity. There can be many ActivityParty records associated with each Activity. |
No |
| Annotation | Notes side tab on Activity, Lead, Opportunity, Contact, Account, Competitor, Product, Quote, Order, Invoice, and Incident forms
File attachments associated with notes cannot be migrated. |
No |
| Competitor | Competitor | Yes |
| Contact | Contact | Yes |
| CustomerAddress | More Addresses side tab on Account and Contact forms | Yes |
| Discount | Discount | No |
| DiscountType | Discount List | No |
| Incident | Cases | Yes |
| Invoice | Invoices | Yes |
| InvoiceDetail | Products side tab on Invoice form | Yes |
| Lead | Lead | Yes |
| Opportunity | Opportunity | Yes |
| OpportunityProduct | Products side tab on Opportunity form | Yes |
| PriceLevel | Price List | No |
| Product | Product | Yes |
| ProductPriceLevel | Price List Item | No |
| Quote | Quotes | Yes |
| QuoteDetail | Products side tab on Quote form | Yes |
| SalesOrder | Orders | Yes |
| SalesOrderDetail | Products side tab on Order form | Yes |
| Subject | Subject Manager | No |
| UoM | Unit | No |
| UoMSchedule | Unit Group | No |