Browse by Tags

Related Posts
  • Blog Post: 4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM

    We often hear from business executives about their concerns with duplicate systems and duplicate data sets. We also hear the desire to create or improve “a grand all-encompassing data warehouse” so executives can better understand customer trends as well as all sorts of business informatics . Mostly...
  • Blog Post: Transform Multi-Select / Delimited fields into CRM Many-To-Many Relationships.

    In many source systems (such as salesforce.com), the data from multi-select pick-lists is stored in a memo field as a long list of semicolon delimitated values: ID Value 1 Option1;Option2;Option4 2 Option1;Option3 When upgrading to Microsoft Dynamics...
  • Blog Post: Return All-but-One Duplicate Records in CRM using SQL

    Frequently when importing / scrubbing data within CRM, identifying duplicates to remove or ‘flag’ may be needed.  It’s helpful to have a query that will return all the duplicates in the database – but exclude a single ‘surviving’ record .  (i.e. Return all-but-one of the duplicated records.) This...
  • Blog Post: Microsoft Dynamics CRM Integration Go-Live Checklist

    If you are planning to integrate Microsoft Dynamics CRM 2011 with another business application, there are several items which you will want to have in place prior to go-live to ensure the success of the integration.  A good partner like Customer Effective will do their best to make the integration run...
  • Blog Post: Sabert Corporation uses Scribe to integrate SAP ERP and Microsoft Dynamics CRM

    Customer Effective customer, Sabert Corporation, is using the Scribe Data Integration Platform to connect its SAP ERP system and Microsoft CRM. Sabert is a leader in the food packing industry  and has been increasing sales productivity dramatically over the last three years with Microsoft CRM and is...
  • Blog Post: Redeploying Scribe Server ODBC Connections for Microsoft CRM Integrations

    The following is a quick way to redeploy Scribe ODBC data connections from one scribe server to another. This is particularly helpful when you want to move scribe and/or DTS from a test/development deployment to a production deployment. 1.) You need to click on start run and type “regedit” on the...
  • Blog Post: Importing Records Created Since the Last Run Date of a Scribe DTS for Microsoft CRM

    When using Scribe , you frequently want your integration process to identify only the records that have changed since the last time the integration job ran, so you only do an incremental insert or update. There are several ways to do this, including message queues or application publishers. One of the...
  • Blog Post: Scribe GP/Microsoft CRM 2011 Templates and CRM Online

    I recently worked on integrating Microsoft Dynamics CRM 2011 Online with a local deployment of MS Great Plains 10. While you might assume that this might be an easy task considering that Scribe has had the GP templates around for a while now, it presented some challenges stemming from the security around...
  • Blog Post: Scribe GP/CRM 2011 Templates and CRM Online

    I recently worked on integrating Microsoft Dynamics CRM 2011 Online with a local deployment of MS Great Plains 10. While you might assume that this might be an easy task considering that Scribe has had the GP templates around for a while now it presented some challenges stemming from the security around...
  • Blog Post: Lessons Learned Migrating Data to Microsoft Dynamics CRM 2011

    When companies using Microsoft Dynamics CRM 3.0 or 4.0 move to Microsoft Dynamics CRM 2011, there are some decisions to be made around how to move your current environment and data to CRM 2011.  If you have an on premises installation, you can install CRM 2011 on premises and upgrade your MSCRM database...
  • Blog Post: Handling Rejected Record Rows from Scribe

    So you have a recently installed Scribe Version 7.0.1.15701 on a server.  You’ve built some DTS jobs and everything looks to be importing and translating smoothly.  THEN – one of your jobs throws up a report like this: 12,555 successful records loaded!  6 record rows failed.  “Hmm?  I wonder why...
  • Blog Post: How To Migrate Millions of Records to CRM in Hours (Rather Than Days) Using Scribe

    One of the criticisms that Scribe Insight sometimes gets is that it’s slow.  While it is true that Scribe is not the speediest ETL tool out there, much of the blame for sluggishness can be attributed to DTS design. One rule of thumb is that every trip to the source or target slows down the process. ...
  • Blog Post: Extracting Data from Outlook for Dynamics CRM Data Migration

    So you are moving to Microsoft Dynamics CRM, but you don’t want to lose all of your legacy data surrounding contacts, accounts, sales leads, or other business data.  If you are replacing another system with a relational database, migrating data can be fairly straightforward—use an integration tool like...
  • Blog Post: Optimizing integrations with Microsoft CRM

    When integrating Microsoft Dynamics CRM with other business systems, such as ERP,there are several best practices that you can follow to optimize performance of your integration.  These tips apply when using Scribe Insight , or any other integration tool. 1.  Minimize trips to the source and target....
  • Blog Post: Solving Common Scribe Issues

    When working with Scribe, there are some common issues that you may run into.  I’ve found that following a troubleshooting strategy can help to quickly resolve these issues.  Here are the top 3 that I run into or hear about from clients: 1.  Job runs in the Workbench, but not in the Console.   Consider...
  • Blog Post: Scribe Insight Announces Cloud Integration Platform

    I’m in Bedford, NH for the inaugural Scribe User Conference.  I’ve never been to New Hampshire before, and it is a very beautiful place to visit during the fall. During the keynote address yesterday, Scribe CEO Lou Guercia announced a new product, codenamed “Denali,” that will be Scribes first cloud...
  • Blog Post: Scribe vs. Biztalk

    When looking at data migration or integration options, a frequent question is why should we use Scribe instead of Biztalk? Scribe has created a very detailed and unbiased white paper that compares the two solutions and explains when you should use Scribe and when you should use Biztalk. Their point about...
  • Blog Post: Connecting to an Oracle Database with Scribe Console/Workbench 6.5

    On a recent client implementation we came across a challenge connecting to an Oracle 10g database via ODBC on a 64-bit machine with Windows Server 2008.  We initially attempted to connect to the database through the Scribe 5.3 Oracle driver with the Oracle 10.2.0 client installed.  The jobs were setup...
  • Blog Post: Microsoft Dynamics CRM Rapid User Creation

    Sometimes in a large deployment of Microsoft Dynamics CRM, it can be a challenge to create users.  When you have 25-50 users, it’s not hard to manually create each user record, or to use the add multiple users tool to create user records.  However, when your user count is in the hundreds or thousands...
  • Blog Post: CRM Data Imports, CSV, and Leading Zeros

    If you import data into CRM from CSV files via the CRM Import Untility or a tool like Scribe Insight , one frequent headache is columns with leading zeros.  This most frequently comes up in postal codes or phone numbers that don’t have any formatting characters, just numbers. When you have an Excel spreadsheet...
  • Blog Post: Scribe Insight Installation, Updates, and Windows User Account Control

    --This is a post that I recently wrote for the Scribe Integrator  blog, which is a great blog for all things Scribe Insight.  When installing software on Windows 2008, you typically want to install it as an administrator.  I’m not just talking about the user account having local administrator rights...
  • Blog Post: Working with the Parent Customer field in Microsoft Dynamics CRM Data Imports

    In Microsoft Dynamics CRM, there is a unique lookup field called “Parent Customer” that is found on system entities such as Contacts and Opportunities.  This is a lookup field that can look up an account or a Contact record. When importing data into CRM using a tool like Scribe Insight, when you populate...
  • Blog Post: New Scribe Training Resources Available

    I have had a chance to play with some of the new training materials from Scribe Software , and they are very impressive.  They use a platform called vBooks, which is a very innovative way of combining text, video and animation to deliver a much more user friendly learning experience.  I really wish this...
  • Blog Post: Scribe error: "The Message Processor is unresponsive"

    Many Microsoft Dynamics CRM users also use Scribe Insight for integration/migration services. – While it’s a great tool, one warning that I see occasionally is: Subject: System alert: Scribe EventManager - The job was terminated because the Message Processor is unresponsive. Unfortunately after...
  • Blog Post: Tips for installing Scribe Insight on Windows 2008

    Lately have have found myself doing a lot of Scribe work, much of it on Windows Server 2008.  I’ve found several suggestions that make the installation of Scribe in Windows 2008 go more smoothly: 1.  Install Insight 6.5.2 update.  This will fix many of the issues with running Scribe in Windows 2008....