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  • Forum Post: Data Migration - how do i import formatted data?

    dls_buckie
    data is moving from access then exported to excel. part of the data is a cell that contains client notes, which retain hard returns and therefore its layout. we want to migrate this information into a field within a case form, retaining the layout. the data migration tools in crm 4 don't take anything...
    on 21 Aug 2008

  • Forum Post: Re: bulk input of company and contact from csv file

    Leon Tribe
    Welcome aboard. The 'internal key' is generally referred to as the GUID (pronounced goo-id). Using the import wizard, the best approach, as it sounds like you've discovered is to import the accounts, extract the GUIDs and name, match them up to the contacts via a vlookup and import the contacts...
    on 28 Aug 2008

  • Forum Post: Re: error importing a CSV file

    Leon Tribe
    I can't see an attached file but this error msg can display if the file contains carriage returns in it. Often these crop up if the source of data is something like Outlook which dumps into csv format without stripping these out. To clean up the data, isolate the column giving you grief and use...
    on 10 Sep 2008

  • Forum Post: Asynchronous Processing Service Client Install Problem

    Micro_Doctor
    I have installed the Data Migration Manager and I am getting an error when logging on to initially configure it. " The Microsoft CRM services account is not valid. The Login name must be specified using either the domain\user or user@domain.com format." It appears the Asynchronous...
    on 3 Jul 2008

  • Forum Post: Data Migration for Products

    Manish
    Hi All, I am trying to migrate some product data using Data Migration Manager. I hace created one CSV file with the fields like ID, Product name, Default Unit, Decimal and Unit Group. I am providing the GUID for Default Unit and Unit Group respective to our CRM Data. I have mapped the field with...
    on 23 Oct 2008

  • Forum Post: Re: Microsoft CRM 4.0 Importing onto a Many to Many Relationship

    iampranav
    Check this out https://forums.microsoft.com/Dynamics/ShowPost.aspx?PostID=3970481&SiteID=27&pageid=0 In nutshell, you will have to write a custom code using MS CRM API. In 4.0, there is no out-of-box option to import data with many-2-many relationship. I am hoping to introduce this feature...
    on 12 Jan 2009

  • Forum Post: Problem with CRM 4.0 Data Migration Manager

    Maverick0679
    Hi, I've installed CRM 4.0 Data Migration Manger and its working fine. But the problem arises when i created another company. I've created 2 companies say TestCrm-1 and another company TestCrm-2. Now when i try to import data into the second company (TestCrm-2) using the Data Migration...
    on 2 Mar 2009

  • Forum Post: CRM 4.0 integration with GP 10.0

    Monica Glenny
    MSDynamicsWorld.com recently posted an article referring to "A new Dynamics CRM integration to Dynamics GP" which "is available now and will pave the way for other CRM-to-ERP integrations developed by Microsoft in the future..." Microsoft Distinguished Engineer Mike Ehrenberg indicated...
    on 24 Mar 2009

  • Forum Post: Are the SQL Views Updateable i.e. FilteredContact

    Robert Mackey
    I am reading up on using the SDK and it’s not pretty compared to the Scribe or SSIS. I reviewed some of the views of the CRM database in SQL Server Management Studio such as the [ MSCRM . dbo . FilteredContact]. The csv file bulk update method in CRM for the Contact table left me with more questions...
    on 28 Oct 2008

  • Forum Post: Uploading Records with Correct Owner Field

    Chris McDowell
    Greetings all, I am trying to perform a simple upload of sales contacts into Dynamic CRM. In the .csv file I have included a column called "USER" which identifies the saleperson the contact should be assigned to after the import. In my data map I map the USER field to the "Owner"...
    on 27 Apr 2009

  • Forum Post: How to disqualify accounts and contacts?

    VSharma
    Due to inadequate knowledge during the initial data import, we currently have companies and contacts on our "Accounts" and "Contacts" that should not be their. Those companies and individuals were never contacted and are wrongly qualified as Accounts and Contacts. We want to remove...
    on 25 Oct 2012