You can migrate existing organizations, users etc. from CRM 4.0 to CRM 2011 setup, to Control Panel using CRM Migration Toolkit. Control panel migration utility is used for importing already existing organizations from CRM 4.0 into control panel. For example, there is a company fabricam.com which is already using their CRM and they want to manage their CRM functionality from control panel.
CRM migration wizard makes it easy to bulk import CRM based hosted organizations.
License Requirement: Please note that Migration Toolkit license is required to use this wizard.
Pre-requisites:
At least one CRM Service Plan should be created.
The customer account should be present.
Post-migration tasks:
Verify and fix resources allocated to customer and reseller(Owner) according to actual usage.
Import Settings
Select Owner: Select from the drop down list.
Select CRM Server: Select CRM server from the drop down list.
Select Organizations
Import: Tick means yes.
Organization: The organization available will be displayed
For Client: Select the client from the drop down list.
Associate Service Plan: Select the service plan from drop down list. This service plan will be sold to customer during import/migration process.
Options: If you want to import click import link. This will take you to Step 3.
In step 3 you are required to give the billing information:
Billing Information
Organization: Name of the organization.
Client: Name of the client.
Billing Cycle: Select billing cycle from the drop down list.
Payment Group: Select the payment group from the list.
Then click on Finish button.
Note: Please be patient after clicking finish button as the process may take time
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