Tagged Content List

Migrating Email activities from CRM 4.0 to CRM Online

Does anyone know what is the best practice for export email activities from Microsoft CRM 4.0 to Microsoft CRM Online? I've been using the Import Wizard for the main entities and that's all worked well - however, I cannot seem to be able to import emails from its download template. Is there...
Forum Thread | on 20 May 2015 by Chris Vine

Migrating Notes and Attachments from CRM 2011 to CRM Online

Hi All, I am trying to migrate Notes (Annotation) and the attachments from CRM 2011 to CRM Online using Scribe. According to some blogs I need to do this: Annotation filename or activitymimeattachment filename (Source) maps to CRM Online annotation or activitymimeattachment vfAttachmentFileName...
Forum Thread | on 7 May 2015 by JacquesNL

Transferring a Personal View

Sorry, I'm in a crunch... there's probably an easy way to do this but I haven't been able to find it yet. I created a personal view in a lower environment and I want to export the definition of the view to production. I can't find anything in the menus or customizations that allows me...
Forum Thread | on 21 Mar 2015 by Road_King_Terp

Migration from CRM 4.0 to 2011

Hi all, I migrated a CRM 4.0 ogranization into CRM 2011. In the 2011 version many customization and custom applications are failing. Wanted to know, whether there is any tool testing Organization in CRM 2011. Or i will have to manually verify each screen, Workflow and each operation. Thanks in...
Forum Thread | on 12 Mar 2015 by shoab shah

Edit Actual Close Date of Opportunity?

Dear friends, We recently had a migration from a CRM Online instance to another done by a partner, afterwards it was noticed that the Actual Close Date of many won/lost opportunities have changed and I presume it's because the closed records were opened temporarily during migration, hence the actual...
Forum Thread | on 1 Mar 2015 by Semsel

data upgrade from CRM 2013 SP1 to CRM 2015

Hello everybody, I found some problem importing an organization from Dynamics CRM 2013 SP1. The status of the imported organization is " failed " and I can see this error in the migration log: Error| System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.SetStateForNewOptInRulesAction...
Forum Thread | on 25 Feb 2015 by Ezra Tosatti

Upgrading from Dynamics CRM 2013 to 2015

Hi All, We are using Dynamics CRM on Office 365 and last year we upgraded from CRM 2011 to 2013 and also currently our organization has lot of customization's i.e use of Java scripts, custom plugins etc. So can you please suggest what things we need to focus/correct before upgrading to CRM...
Forum Thread | on 19 Feb 2015 by Deepak Jangra

Issue after migrating a organization from 2011 to 2013

We are in the process of upgrading a customer from a CRM 2011 solution to CRM 2013. I have gone through all code (CRM 4.0 style) and upgraded all code to the new way of coding as of 2011. Custom Code Validation Tool shows all as fine. Importing the org to 2013 went well without any errors, but after...
Forum Thread | on 6 Nov 2014 by Jens Tore Fremmegaard

Migration of CRM 2013 Onpremise to Another CRM 2013 onpremise

Hello Devs , Source System --> Dynamic Crm 2013 (OnPremise) Target System --> Dynamic Crm 2013 Service pack 1 (OnPremise) I have only one organization in the Source system which needs to be moved into target System. Its just as simple as that, but i clueless on where to start? and how to...
Forum Thread | on 31 Oct 2014 by omgcrm

All areas to display entity namely Quote got disabled in CRM 2013

While migrating CRM 2011 to 2013, I have imported all customizations from CRM 2011 and exported successfully to CRM 2013. But Quote Entity is not displaying under any area as all areas to display entity namely Quote are unchecked and I am not able to check any area as it is disabled after publishing...
Forum Thread | on 14 Oct 2014 by Jitendra Sahu

Migration von CRM on Premise NACH CRM Online möglich?

Hallo liebes Microsoft Team und liebe Freunde des CRM, wir möchten gerne als Unternehmen mit unserem gesamten CRM System in die Cloud umziehen und suchen jetzt entweder - einen Dienstleister (möglichst in Deutschland), der das leisten kann oder - eine Beschreibung bzw. ein Tool das...
Forum Thread | on 19 Aug 2014 by SBrand

CRM Online 2013 Huge Data Import

Hi All, I am relatively new to Microsoft CRM and being assigned to perform a migration job that may consists few hundred THOUSAND lines of data (some transactions). May i know if there's any other quicker and more efficient way to perform such migration, other than using the xml upload method?...
Forum Thread | on 29 Jul 2014 by KinkiGeeks

RE: Can CRM 2011 and CRM 2013 coexist on the same domain?

Thank you all for your quick responses! Reading through the migration steps in the CRM 2013 implementation guide, the following is in the doc: “Migrate by using a new instance of SQL Server. We recommend this option for upgrading from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013...
Forum Reply | on 21 Feb 2014 by tj8

On-premises exchange to Office 365 Migration: What to do with CRM?

Hi, We are currently migrating from an on premises Exchange 2010 environment to Office 365 (E1). We now have a CRM online subscription that has not been purchased in the Office 365 portal, and thus does not have any connection to the office 365 environment. Now basically there's two questions....
Forum Thread | on 23 Apr 2013 by MMA nalta

Dynamics CRM Online user change

I have a user who has left the organisation and I would like to transfer their account over to another user. Can someone help me with the process or point me in the right direction please? thanks in advance
Forum Thread | on 3 Oct 2013 by bmewsiii

Cleared Microsoft Dynamics CRM skills needed in Washington, DC

Urgent need for a TS cleared candidate with strong functional and technical skills to work on a project in Arlington, VA. Will be working on a Sharepoint to Microsoft Dynamics CRM workflow conversion. Work may be done remotely with excellent hourly rate and contract-to-hire potential if interested. Please...
Forum Thread | on 5 Sep 2010 by SWitmer

Re: Importing records with Relationships

We are a Gold Partner focussing on significant CRM 4 projects and a fundamental aspect often revolves around migrating existing data from disparate systems to CRM as a single platform. Fundamentally some of these systems already hold relationship information and as such we use a tool from Simego called...
Forum Reply | on 15 Oct 2008 by Chris Clark

enabling documentation management for multiple entities in bulk

Hi there, My company is planning an integration between sharepoint online and dynamic crm online. we have investigated the OFTB document management integration with sharepoint and it looks great. We understand the requirements of the configuration required to get started but we have one outstanding...
Forum Thread | on 31 May 2012 by alan fuks