My company is moving from SuperOffice CRM to Microsoft CRM 4.0 - I was wondering if anyone out there has done this already and has any tips etc ? SuperOffice is a CRM product from Norway for the may of you who will not have heard of it.
I have set up the export and import of Companies (Accounts) and Contacts but can't see a good way of bringing across all the history - emails, documents etc.
I was suprised that the MS import tool only seems to support CSV data and not XML etc or doesn't have the ability to pull data out of common CRM packages (though I know SuperOffice isn't common even in Europe !)
I have set up the export and import of Companies (Accounts) and Contacts but can't see a good way of bringing across all the history - emails, documents etc.
I was suprised that the MS import tool only seems to support CSV data and not XML etc or doesn't have the ability to pull data out of common CRM packages (though I know SuperOffice isn't common even in Europe !)