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Data That Can Be Migrated

CRM 1.0

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


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