Tagged Content List

Merging CRM Online Tenants

Hi there, I have a client that currently has a trial instance of CRM Online that they would like to move over to another pre-existing tenant. What is the process to do this? Is Microsoft able to do this by just creating a ticket? Appreciate the advice. Thanks.
Forum Thread | on 28 Sep 2015 by CHold

Migration tool from SalesForce to CRM 2015

Hi, any recommendations on good reliable migration tool from Sales Force to Dynamics CRM 2015? Mostly needed for extracting files from Sales Force and insert them into CRM 2015. Preferable a free tool. Thanks.
Forum Thread | on 18 Sep 2015 by Cloud9

CRM 2015 and SharePoint 2010

I am currently running CRM 2013 w/ SharePoint 2010 integration using the 2013 List Component. I am in the process of planning my upgrade to CRM 2015 and have read conflicting reports about the continued support for the List Component in CRM 2015 Update 1. I am not in any rush to update my SharePoint...
Forum Thread | on 11 Sep 2015 by Joe Dubs

Which tool can we use to get UML model of CRM DYnamics?

Hi everybody, I need to recreate properly an environment of client. My client has many dev environments and at the same time many UnManaged and Managed solutions which are mixed. So something interesting can be to know "UML" model in order to recreate properly all components. ...
Forum Thread | on 9 Sep 2015 by Dseydou Services

Configure multiple CRM servers with ADFS

I am planning my upgrade/migration from 2013 to 2015 and am wondering if I am able to do all the 'prep' work ahead of time (i.e. configure claims-based auth and IFD) and then all I have to do when I'm ready to flip the switch is just import the org and update the DNS to point to the new server...
Forum Thread | on 1 Sep 2015 by Joe Dubs

Migrating data using SDK tool- Missing data

I am migrating data from on premise 2013 to online 2015. I have used the tool to do what was required and it works very well. However I am having issues, all my opportunities have come in as Won, fields are missing with revenue/price figures and closed dates of the opportunities. In some cases I have...
Forum Thread | on 7 Jul 2015 by jyotiraju

Migration of data from online 2013 to on premise 2015 3 ways!

I am migrating data (not a lot) from on premise 2013 to online 2015. However after reading some articles it suggests to either use SDK Migration tool: which focuses on exporting customisations Scribe: which is more for heavy data and is expensive Upgrading 2013 on premise to 2015 and then moving...
Forum Thread | on 2 Jul 2015 by jyotiraju

CRM 2011 on-premise migration to CRM Online

We are exploring migration of CRM 2011 on-premise to CRM online. Reasons include feature upgrade, mobile support, multi-client support (now only IE). We are an E3 customer and are also interested in future linkage with CRM/SP Online. We are now spending far too much time on rollups and Outlook client...
Forum Thread | on 30 Jun 2015 by ara

Reading referenced values from search-field

Hey guys, I'm sorry for the wording of the topic but I don't know how to explain it short. So as as story: I try to migrate every written and received email from CRM 2011 to CRM 2013. The export runs smoothly and everything looks fine. But the import fails due to duplicates in accounts...
Forum Thread | on 22 Jun 2015 by Florian Adler

Security Roles from 2011 to 2015

Hi, You can't export solutions from CRM 2011 and import them in 2015, so does this mean you have to set up security roles manually in 2015? Is there no alternative to doing this manually? Thanks.
Forum Thread | on 16 Jun 2015 by JDMCRM

Mapping Contacts to Duplicate Accounts

Hi, I raised this issue last week and thought I had it resolved, but I'm still encountering problems. I have a number of duplicate account names within my data (e.g. 'Account1' x 15), and I'm trying to map my contacts to the correct account. In order to differentiate between the...
Forum Thread | on 15 Jun 2015 by JDMCRM

Duplicate Lookup Reference Was Found

Hi guys, I have an issue where a CRM system I'm looking at has over 4000 accounts, and they have named the different stores for each organisation all under the same name. e.g. John's Motors has 40 stores all in different locations and the account name for all 40 stores is "John's...
Forum Thread | on 12 Jun 2015 by JDMCRM

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