Migration from CRM 4.0 to CRM 5.0

I just want to migrate to CRM Release 5.0. Need all the func difference of CRM 4.0 and CRM 5.0, its urgent please send it to my mail id : [email protected]
Thanks
Himanshu

Hi Paul,
would you be kind to send the document to me too. I will reward the points .
email - [email protected]
Thanks
Ratheesh

Similar Messages

Data Migration from CRM 5.0 to CRM 7.0

Hi Friends,
We are into a re-implementation on CRM 7.0. The old system was on CRM 5.0.
Since this is not an upgrade, the data will not copied over from the old system into the new system.
So, now I would like to know how to migrate data (master/transaction) from CRM 5.0 into 7.0.
I have read that we can make use of BAPI/LSMW/IDOC/XIF adapters to push info into CRM.
But, the customer wants all the historical data to be in the new system.
I think master data can be handled.... but how to migrate the transaction data?.... i mean the number ranges/document flow.. and other relationships.. how can we maintain the same links into the new system?
If it was a migration from legacy system into the SAP CRM, we could have gone ahead with new number ranges etc... but this migration is from SAP to SAP.
Also, we will have ECC6.0 connected to CRM 7.0. ANy additional things to be taken care of when the connection is live in DEV/QA/PROd instances?
Any pointers to this ?

Hi Gary,
As per my understanding, your data migration involves quite complex scenarios covering the CRM and ERP box. As the customer needs the old data to be present in the new implementation, the old data needs to be migrated from the CRM 5.0 to CRM 7.0. For the migration to happen, you need to setup the customization (like the number ranges,Condition Data Tables, etc ). Then only you can proceed with the data migration. Also, you need a proper backup plan as this involves proper backup of the data.
Once the setup is complete, you need to configure the ECC6.0 with the CRM7.0 system. Here also, you need to do a lot of settings and performing the Initial loading of the Adapter Objects. But before you proceed with the entire operation, the entire system landscape must be properly defined with appropriate settings.
My recomendation is to take help of SAP Consultants and data migration experts as they are the best persons to guide you on this. Also it would be great if you can go through the SAP Best Practices documents which are best repository documents to guide you on this.
Have a look on this link for an overview of the CRM Data Migration
http://help.sap.com/saphelp_crm60/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps.
Thanks,
Samantak.

Migrate CRM opportunities from version 5.0 to CRM 7.0 CRM

Hi
How can we migrate all the CRM Opportunities from CRM 5.0 to CRM 7.0?
Regards,
Winston

OK, that makes more sense. Attached is in version 8.2, which you can open.
Attachments:
bmm212.zip ‏634 KB

BP , Activitites - Migration from CRM 4.0 to CRM 2007

Hi Experts,
We are planning to mirgrate the following Data from CRM 4.0 to CRM 6.0
1) Business Partner with relationship and Attachment
2) Activities
What could be the best approach to migrate?
How can we record the BP data with relation from the legacy system ?
The detailed answers will be appreciated ...
Thanks in Advance
Regards,

1) Extract all the partner data using either z-programs or XIF outbound adapter. As you are loading them in you will need to maintain/map the "legacy partner number".
2) Extract all the activities using a z-program/XIF outbound adapter. Convert in the new activities using the mapping from step #1.
In either case you will have quite of bit of work to do. This should keep you busy for a couple months.
Take care,
Stephen

Data Migration from CRM 4.0 to CRM 2007

Hi experts,
we have transaction data to be migrated from CRM 4.0 to 2007, the transactions are having followup transactions, how can we transfer the transactions along with follow up transactions to CRM 2007, can any one share the documents, i know it can be done with idoc meathod. can any one suggest what are the pre requisites and what is the role of CRM consultant here.

Okay the only question is that is your CRM 40 system and the CRM 2007 separate systems? If so then you can use the XIF IDOC adapter to setup the transfer between the two systems.
Now if the CRM 40 system is being upgraded to CRM 2007 then you don't have to "transfer" data.
As far as the CRM consultant role, you better understand basic IDOC setup and be able to do data mapping between the older and newer version. Luckily you shouldn't have a lot of mapping work as 2007 IDOC structure is a refinement of 4.0.
For more XIF information search the CRM general and framework forum.
Take care,
Stephen

Migrate Cprojects data from CRM 4.0 to CRM 5.0

Hello,
Please help me with this ?
We have upgraded the CRM 4.0 (cProjects 3.1) to CRM 5.0 and doesnu2019t bring cProjects data new upgraded server (CRM 5.0).we have installed the add-on CPRXRPM in CRM 5.0 and would like to know how to migrate the cProjects data from CRM 4.0 to CRM 5.0
Regards,
SJ

Okay the only question is that is your CRM 40 system and the CRM 2007 separate systems? If so then you can use the XIF IDOC adapter to setup the transfer between the two systems.
Now if the CRM 40 system is being upgraded to CRM 2007 then you don't have to "transfer" data.
As far as the CRM consultant role, you better understand basic IDOC setup and be able to do data mapping between the older and newer version. Luckily you shouldn't have a lot of mapping work as 2007 IDOC structure is a refinement of 4.0.
For more XIF information search the CRM general and framework forum.
Take care,
Stephen

Migrating from CRM 2011 on-premise to Online

Hi there,
We currently run CRM 2011 on-premise, we have 5 users and minimal customisations so far. We would like to migrate from On-premise to Online as we have this available through our Office 365 plan. Is there a migration tool available from Microsoft, or a manual
migration guide? We have searched for info online and can only find 3rd party tools that provide this function that are very pricey for such a small company.
Are we stuck doing this manually or is there a way?
Steve

For the migrating from CRM on premise to online has two parts:
1.Customization
You can export the total solution as following:
Go to Settings->Customization->Export Solution
Click Next->Choose what you want to export.
Click Next to export.
Then you can go to another CRM Online instance, go to Settings->Solutions->Import solution.
2. Data
For the out of box function of CRM 2011 Online, we does not support all data export one time. But we support all data export for one entity one time as following:
Let us take example that you want to export data for Account and Contact record types.
1. Create a view of all fields for the record type Account.
a. Go to accounts Grid and click on Create personal view
Click Edit Columns in the dialog that pops up and then click Add Columns.
Click the checkbox in the header to select all columns. (This will export data for all columns, some of which may not be importable)
Click ‘ok’ and then Click ‘Save’ on the Ribbon in Advanced find dialog. It will prompt you for name of the view .Provide the name for the view.
2. Navigate to view (Account) and Export the data in Static Excel format.
a) Go to Accounts Grid.
b) Navigate to Accounts view.
c) Click Export to Excel.
d) Select “Static worksheet with records from all pages in current view”.
e) Click Export and save the file. (Account.xls)(The records that are exported will be based on the record for which you had privileges).
f) Save the file in CSV /XML format from Excel. (Account.csv)
Wilson

Options for loading data from legacy mainframe to SAP CRM and ECC

Hello All,
I am new to SAP.
As part of data conversion planning from legacy mainframe to SAP CRM and ECC systems, I need to know the different tools available for loading the data and comparative analysis of the tools by showing the features. Please also describe the process to evaluate the tools (prototyping, technical discussions etc) and make the recommendations.
I would also appreciate any information on testing tools like (eCATT) and any third party tools (like Informatica)
I know I am asking for lot of things here. But, I really appreciate any information reagrding this.
Thanks,
Balu

Hi
Data Migration(Conversions) mainly involves the following Major Steps
Discovery->Extract->Cleanse->Transform->Load
Discovery-> Involves identifying various source systems available where the actual data is residing.
Extract->Extract the data from the source systems(legacy systems)
Cleanse->Cleanse the data by enriching it,De-duplications etc
Transform->Transform the data into SAP Loadable format
Load->Upload the data into SAP Using the Load Programs(Eg,BDC,LSMW,Data Transfer Workbench,BAPIs etc)
Also i would request you to visit http://www.businessobjects.com/solutions/im/data_migration.asp
Cheers,
Hakim

How to migrate waiting stage workflows in ms crm 2015

Hi,
We are migrating the data from ms crm 2011 on-premise to ms crm 2015 on-line.
So how to migrate the ms crm 2011 on-premise waiting stage workflows to crm 2015 on-line?
Is there anyway to migrate these workflows or workaround? Please suggest
Its very urgent.
Thanks,
Yadav
Yadav

Hello Yadav,
If you want to migrate from CRM 2011 on premise to CRM 2015 online, unfortunately this is not possible in single step. You would have to first upgrade to CRM 2013 and then only you can upgarde to CRM 2015.
CRM 2011 -> CRM 2013 SP1 -> CRM 2015
Refer https://technet.microsoft.com/en-us/library/hh699673.aspx
For On Premise to Online migration, all customizations has to be exported through a solution. And if your database is big you need to plan your migration using a DM tool like scribe.
Now coming on to your original question, the answer is if you just migrate database, everything will be in same state as it was earlier in your old environment, and will continue the same way. The records for which workflow are in waiting state or in progress
will be resumed again automatically once the migration is completed, if you will stop "CRM Aynchronous Service" then all workflows will be in waiting state so when you will resume the service again then the system will resume those workflows again.
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Upgrade from CRM 5.0 to CRM 2007

Hi,
We are planning to update from CRM 5.0 to CRM 2007. We are using CRM for Leads, Opportunities and Account & Contact Management with PCUI as front end. We do have some customized iViews for Sales People and Customers. Can any one, please provide me the step-by-step process to do technical and functional upgrade or point me towards the documentation on the same
You will rewarded with the points. Thanks in advance. Please, Its URGENT...
Cheers,
Amit

Amit,
Based on your reply your work looks like the following:
1. Basis teams performs tech upgrade of your dev system
2. Security team grants temporary expanded access in dev system to access new UI and new UI tools
3. Dev/Config team takes standard delivered new UI screens and adjusts screen layouts
4. Dev/Config team adjusts any BADI's built in the previous release
The data model of CRM has not changed. If you stuck with the EEWB and used all the standard methods of enhancing the data model, you don't need to worry about data migration. However if you did not play by the SAP standards you could have more work.
As far as tracking your project you can use solution manager or build simple project tracking in MS project.
If you did no coding period, and only configuration. You should be able to complete all the configuration work in less than two weeks to get the screens as needed. However that is based on having at least one to two weeks of learning the new UI tool.
I would guess a config-only CRM implementation would only need two-three to finish all reconcilation work not including testing and training.
Take care,
Stephen

Data Migration for Territory Management Data in CRM 7.0

We are currently upgrading from CRM 5.0 to CRM 7.0. I am trying to understand how the Territory Management Data Migration process is going to work. A requirement for us is to have all history from CRM 5.0 Territory Management available in CRM 7.0.
When executing program CRM_TERRMAN_DATA_MIGRATION, it appears that is is only creating a rule for the active atributes in CRMM_TERRATTRIB. How can rules be created for inactive attributes? Is it possible with the Data Migration Program?

You can consider a writing a custom program to migrate Territory attributes. You can use the FMs CRM_TERRMAN_SINGLE_READ_BUFFER, BAPI_TERRITORY_ATTR_CHANGE for that purpose.
Refer to my article below which may be useful-
http://www.divulgesap.com/blog.php?p=OTU=
Regards,
Ravikiran

User provisioning problem from OIM 10g to Siebel CRM

Hi Team,
I am facing User provisioning problem from OIM 10g to Siebel CRM.Please find the log details.
Running Get Attribute Mapping
Running Siebel Create User
<com.siebel.common.common.CSSException>
<Error><ErrorCode>8716601</ErrorCode> <ErrMsg>Socket had incorrect word size: 0.(SBL-JCA-00313)</ErrMsg></Error>
</com.siebel.common.common.CSSException>
        at com.siebel.om.conmgr.Connection.readPacket(Connection.java:550)
        at com.siebel.om.conmgr.Connection.run(Connection.java:286)
        at java.lang.Thread.run(Thread.java:619)
[CMGR FATAL] Error: <com.siebel.common.common.CSSException>
<Error><ErrorCode>8716601</ErrorCode> <ErrMsg>Socket had incorrect word size: 0.(SBL-JCA-00313)</ErrMsg></Error>
</com.siebel.common.common.CSSException> connection:1
<com.siebel.common.common.CSSException>
<Error><ErrorCode>8716601</ErrorCode> <ErrMsg>Socket had incorrect word size: 0.(SBL-JCA-00313)</ErrMsg></Error>
</com.siebel.common.common.CSSException>
        at com.siebel.om.conmgr.Connection.readPacket(Connection.java:550)
        at com.siebel.om.conmgr.Connection.run(Connection.java:286)
        at java.lang.Thread.run(Thread.java:619)
[CMGR FATAL] Error: <com.siebel.common.common.CSSException>
<Error><ErrorCode>8716601</ErrorCode> <ErrMsg>Socket had incorrect word size: 0.(SBL-JCA-00313)</ErrMsg></Error>
</com.siebel.common.common.CSSException> connection:1ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],com.thortech.xl.integration.siebel.utils.SiebelConnection : createSiebelConnection() : Siebel Connection Exception:Could not open a session in 4 attempts. {1}(SBL-JCA-00200)
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],com.thortech.xl.integration.siebel.proxy.SiebelProxyEmployeeProvisionManager : createSiebelConnection() : BaseException: Siebel Connection JDB Exception: Could not open a session in 4 attempts. {1}(SBL-JCA-00200)
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],com.thortech.xl.integration.siebel.provision.SiebelUtilEmployeeProvisionManager : createEmployee() : BaseException: Siebel Connection JDB Exception: Could not open a session in 4 attempts. {1}(SBL-JCA-00200)
ERROR,22 Aug 2013 12:58:27,689,[XL_INTG.SIEBEL],====================================================
Regards,
Ravi.

Hi
I facing the same error message as yours, using OIM 11g R2
Are you able solve it ?
Please share
Many Thanks !!!

Problem with Billing Engine after upgrade from CRM 5.0 to CRM 7.0

Hello together,
The system of our customer has been upgraded from CRM 5.0 to CRM 7.0. After that some problems occurred regarded the billing.
In the Billing Due List a dump occurs when clicking on an item and then on conditions
Dump message: No function module can be found named "/1BEA/CRMB_DL_PAR_O_DERIVE" however.
(Other classes are new generated after the upgrade)
During the Analysis we looked to the billing engine navigator:
In the Billing Engine Navigator (Transaction: BEFN_F1) the Generation Log shows the following:
We have re-generated the Object PAR in CRMB->DL->Feature->PAR. But this shows the above displayed error message. How can we add value to the Placeholder?
Another question is which impacts does it have if we regenerate the complete billing engine for CRMB with transaction BEA_CONFIG_F1 (Configure Application)?
BR, Anne

Hi Nawanit,
we checked the key figure settings and categories. Everything is maintained correctly.
Since we work with MRP areas we also checked the "Global Parameters and Default Values for MRP Areas" in APO Customizing: The "Default values for Stock Transfer Documents" is set to "1" = Stock Transport Requisitions for MRP Areas.
BUT: When I try ot change this indicator I get the following message no. /SAPAPO/MRPA000:
"Process. w. stock transp. requisitions is not supported in standard sys. The process with stock transport requisitions will be supported as of SAP R/3 Enterprise Core Release 4.70 with SAP R/3 Enterprise Extension Set 2.0. ".
As far as we work with ECC 6.0, EHP4 this message makes no sense.
Does anyone have another idea?
Thanks
Jan

Header and Item Text is not replicating from ECC6.0 to SAP CRM 7.0

Hi SAP Experts,
When the text is added at header and item in Texts tab from SAP CRM then this is transferring into ECC6.0 but the otherway round is not working i.e., from ECC6.0 to SAP CRM.
Would appreciate for giving solution.
Thanks in advance.
Best Regards
Succhi

Hi Succhi
There are a number of oss notes to check: 1169856, 720147, 550343, and 549209
Please make sure that the text tables are included in the filter as per note 720147.
Also include the configuration as per note 549209.
It is necessary that the same text types exist in both systems so please review the configuration carefully.
I hop this helps.
Best Regards
Gavin

Link from BOBJ Webi report to CRM webUI screen

Hi experts,
I was wondering, if there's a way to create a link from Webi report (based on CRM data) to webUI content in CRM? For example, Webi report will have opportunity numbers. User will be able to click on the opportunity number and get to webUI screen where he could see opportunity details and maybe even modify it.
Best regards,
Vlad

Hi,
You can link Webi Document to webUI content in CRM with help of Hyperlink based on particular column then you need to parse the data.
Once Parse button is clicked, it displays with the parts of the URL parsed into sections depending on parameters specified in OpenDocument URL.
for more information kindly go through following document.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/f0daee1d-0e38-2d10-0c91-8bb4ab5aa266?QuickLink=index&overridelayout=true&47467978778722
Best Regards,
Pushkar Dhale

Migration from CRM 4.0 to CRM 5.0

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