The CRM Team Blog is mostly written by members of the Microsoft Dynamics CRM product team. Occasionally, we ask our Microsoft friends in the field, or some of our key customers/partners (like our beloved MVPs) to pitch in with their perspective.
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Welcome back!! I hope you are enjoying the powerful and easy to use Microsoft CRM in your day to day activities. This post is the last in series of the Importing data from Salesforce.com – Part 1 and Importing data from Salesforce.com – Part 2 blogs....
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Good data in a CRM system is critical to its ongoing success and usefulness to a business. Months or even years after you have successfully deployed the system, the real measure of its success is how much the system is being used and the value being returned...
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Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of...
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The enhanced Import Data wizard released in Microsoft Dynamics CRM Online November 2009 Service Update supports different formats of input source data file such as XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Text (.txt) and compressed...
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On Codeplex there is a tool for Microsoft Dynamics CRM On Premise that allows you to modify records and then re-update the CRM system with them. There are two advantages to this tool. The first is that you can update the records in a grid view and...
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I regularly get requests for assistance with data migration challenges. Data migrations are never easy due to the differences in data values and formats that exist between systems. The easiest way to import data into Microsoft Dynamics CRM...
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CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality. Although this is a great feature, it is often an area that...
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Problem: V4: Report snapshots are never generated when scheduling a Report in CRM v4.0 Cause: When the report snapshot is being generated, CRM Data Connector for SQL Server Reporting Service (SSRS) attempts to verify the identity of the calling user,...
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One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data...
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Those Zune guys make it look so easy: Zune 4 = up to 1,000 songs, while Zune 120 = up to 375 hours of video. But of course, they’re looking at average file sizes, and the “up to” acknowledges that not every song is exactly 4MB. Your...
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CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like...
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Meet guest blogger Jim Wang, Microsoft Dynamics CRM MVP. He is a technical consultant working for 2B.net , an UK based consulting company. He has been working on Microsoft Dynamics CRM since version 1.2. Recently I have been asked to modify some reports...
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We welcome our guest blogger David Jennaway who is the technical director at Excitation and a CRM MVP. Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own SQL database that...
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To run data import and data migration, you have to prepare a source file that contains the data you want to import. The data source files must be formatted as comma-separated values (CSV) files. The field values in the source file can be separated by...
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Business Data Catalogue (BDC) is one of the very exciting features of SharePoint. It got introduced in SharePoint 2007. This gives a declarative way to connect SharePoint to business applications such as standard ERPs, CRM, home grown apps etc. It supports...
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The data migration and import features let you upload data from various customer relationship management systems and data sources into Microsoft Dynamics CRM. You can import data into standard and customized attributes of most entity types, including...
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Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone...
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Have you ever had the need to access data in a non-CRM SQL database from within a plug-in? Let’s say that you register a plug-in with Microsoft Dynamics CRM that will pull additional data from another SQL database in order to pre-populate a newly...
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Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is...
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Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM...
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This blog post is intended to provide necessary information regarding performance of the Data Migration feature. I will provide some details on the tests and results on a specific hardware environment and some guidance on the deployment side when performing...
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Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of...
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There is no facility to Bulk Export the data from Microsoft Dynamics CRM 4.0. This sample tool allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export records of CRM entities in form of CSV files. The complete code for...
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Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very simple and quite intuitive. For performing duplicate detection rule create and publish or running duplicate detection job, user needs some security...
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SQL Server 2005 Analysis Services (SSAS) provides tools for data mining with which you can identify rules and patterns in your data, so that you can determine why things happen and predict what will happen in the future—giving you powerful insight that...
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