migrating BCM to OCM

Highlighted
New Contributor

Hello,

 

i read the blog " Best practices for importing contact with Outlook Customer Manager". all I found is information on importing BCM contacts and BCM acccounts in OCM. i have 8 years of business projects and opportunities that need to be migrated to OCM. there is no mention how to migrate historical activity to OCM. is there a migration tool for this?

 

thanks,

Michael

3 Replies
Highlighted

Hi Michael,

 

You can follow the step-by step instructions in the article below to import data from BCM to OCM: Import data to Outlook Customer Manager.

 

Regards,

Shuman

 

Highlighted

Hello Shuman,

 

i have read that as well. its for exporting contacts and accounts out of BCM to import into OCM. it says absolutely nothing about how to migrate the business projects and oppurtunities from BCM to OCM. how do i migrate 8 years of business projects and opportunities from BCM to OCM? is there a migration tool for this?

 

thanks,

Michael

Highlighted

Hi Michael,

 

Eric Legault, a Microsoft Outlook Most Valuable Professional (MVP), has released a BCM migration assistant for BCM users to migrate data to OCM. You can find the tool at http://aka.ms/BCMMigrationAssistant. The documentation can be found at http://www.ericlegaultconsulting.com/blog/?p=3044

 

Srihari