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Hai , I am sneha. Currently I am using Microsoft Dynamics crm 2013 for my office. But I donno how to import my invoice files in my microsoft Dynamics crm 2013 account .And I want to create Existing customer ,New Customer, Potential Customer Account separately and i want to store Existing Customer contact in that particular Existing customer field and so on . I donno how to do this in microsoft Dynamics crm 2013. I need answer for this Two question . please any help me.
You have different options to import your data in Dynamics CRM 2013 like you can import files, use connectors to connect to your existing database like SSIS toolkit, scribe etc or can develop your .net application for data import.
For the account categorization like Existing customer ,New Customer, Potential Customer you can customize account entity and create one option set type field where you can add these options. You can also use existing customercategory option set, it's display name is Relationship Type, you can also modify it's options for your requirement.
If you have your source files that you want to import to MS CRM, you can use out of box import wizard to import data. Please follow below links which will help you to understand out of box data Import wizard.
A couple of questions for you:
1. What system are you using to store your Invoice files at present?
2. Will you manage your invoice files in CRM from now on, or will you need to keep the invoice data in CRM and the existing system synchronised?
Depending on your answer we can suggest a number of options.
If you are wanting to connect to an ERP/finance system then there are a number of simple-to-use connectors and add-ons available that facilitate initial migration and data synchronisation e.g. for Dynamics NAV, Dynamics GP, MYOB, Xero.
You would bring any existing customer in as an Account or Contact record.
Potential customer accounts can be set up as 'Leads'.
You can convert the Lead to create any new customer records (or input these in directly as Contacts / Accounts) if that suits your office better.
When you 'convert' a Lead record you can select whether to set up a new Account (business), Contact (person) and/or (if appropriate) Opportunity (to manage your sales activities) record.
Where are you currently storing your customer and potential customer details? In your ERP system?
There are lots of ways to bring data into CRM. There are some great import data tools in CRM that are really easy to use.
Are you working with a development partner at all?
Hi Himbap, Thanks for your reply. I have many Doubts about microsoft dynamics crm 2013 where i have to clarify my doubts and my another question is I tries to import my old invoice files in ma microsoft dynamics crm2013. I donno how to import my files in crm correct format can you send any related videos r method for this issue.
hai mscrmba.Thanks for your reply. I am using Excel to store my invoice files. and I need to store my old invoice files and new files too.
What type of issue you are facing, Before importing your invoice file into Dynamics CRM did you check if your invoice data is mapped with Dynamics CRM invoice entity fields ??
First you need to map your invoice data with Dynamics CRM invoice entity and If your files contains some column that can't be mapped with some field in Dynamics CRM 2013 you need to customization Dynamics CRM 2013 invoice.
You can download data import templates from Dynamics CRM under Settings -> Data Management.
The link and video provided in earlier response should help you.
Actually I used to "create personal view " option in Account for existing customer , new customer , potential customer. But the problem is If I have save the one customer information in Existing customer account it is visible in all option that is active accounts ,Existing customer , new Customer etc. I donno this method is right r wrong.
Yes HimBap That issue only I oftenly getting while I am importing my files . It ask me to map my my files with Dynamics CRM invoice entity . I donno how to map my Invoice data with Dynamics CRM invoice entity .That is my main pblm.
So all your Invoices will be managed in CRM from now on (as soon as they are loaded in)?
If so it should be fairly straight-forward.
How big (how many rows) is your Excel sheet?
Can you list the fields (and indicate what sort of data is held in each field - e.g. a date, text field, currency field, numerical/quantity field) that you currently have on your spreadsheet?
* Then we can see if the CRM Invoice is going to be the right place to store this data (or whether a simpler custom entity might be better for you), and talk you through a data import.
* You will want to create your Customer (Account and Contact) records first and then bring in their historical invoice records.
What do you want CRM to do for you - just hold this data, or do you need it to produce / help you to produce invoices for your clients for future work you do?
Ok, I will suggest your to review the link that we provided in earlier response and if still you are facing issue share screenshot of your mappings. we can try to help you.
ok Himbap Thank you so much again im trying to import my files as per your suggestion . then Still i face that issue means I share my screen shot.
There are number of ways to import files and data in CRM, but it depends on system where files, have to import, are exist. You can use SSIS, the service provided by SQL Server, or Scribe online or Scribe Insight, a third party tool for data migration. As you say in your question, you have to store a particular content in particular field of Existing field, all you can done, by using above mentioned third party tools.
Please Vote this answer as Helpful if you get answer of your question.
I my invoice Excel Sheel the field are Customer Name , Currency ,Amount, Date , Invoice Id
Ok Jaspreet, let I have a try.
If you use Templates for Data Import", by navigating to "Settings -> Data Management", then you can download the template for Invoice entity. But you have to copy your existing data or manipulate the existing data according to downloaded template. There is another way, You are in "Settings -> Data Management". Here you can see of "Imports", navigate to this link, in upper ribbon menu you can see "Import Data" option, click on this. Be sure that your file should be in "XML Spreadsheet 2003 (.xml)" format. Click on browse, select your file and click next. The window will open where you can see the source fields and CRM fields, now you can map them all. Some of them, will automatically mapped, but some will be there which will not map. So you can map them manually. After mapping them, click next, next and submit your request for Data Importing. This is the way, so you can do. Let me know, if any query or any help regarding this.
Kindly vote this as answer if you get answer of your question.
Himbap I saw the link which you suggest me. same method only followed . the issue is I donno how to map the fields ,In my invoice Excel Sheel the field are Customer Name , Currency ,Amount, Date , Invoice Id. I donno how to import these field with crm.
XML Spreadsheet 2003 is fine.
Before you import your invoice records:
1. Add the currencies you are needing. Settings>Business Management> Currencies
(we can sort out any regional display issues later)
2. Add a field (maybe a text field) onto the Invoice entity to capture your Invoice ID (the OOTB field for Invoice ID won't be able to capture your data). (Go to Customizations>Components>Entities>Invoice>Form>Main Form> Click on New Field and Type in a Display Name, change the length of the field if it doesn't need to be 100 characters, Save and Close. Then put the field onto your form view (just click into the section you want to put it in and then double click on the Invoice ID field that will show up on the List of unused fields. You can move fields around by using your arrow keys.)
3. (Optional / you can do this step later on) You may like to rename the display name for the OOTB Invoice ID to CRM Invoice ID or something different. You may also want to remove other fields/sections from the Invoice form that you aren't going to be needing, and put the OOTB Invoice ID field in a hidden tab
4. Publish All Customizations.
5. Import your list of Accounts (or Contacts if your customers are individuals rather than businesses)
6. Then you can use the wizard to map the invoice fields (or you can do a view, export and then import that file).
Make sure the Invoice ID is a text field in your import file
Select record type of Invoice.
Customer will map to Customer
Currency will map to Currency
Date will map to Invoice Date
Amount will map to Total Amount
Invoice ID will map to the new Invoice ID field you've just created.
Hope that helps.
Let us know if you need any further information on any of these steps.
Hope, this will help a lot to resolve your problem.
First create the advanced find on Invoice entity and get result of advanced find. Also include Price List, Customer, and Currency fields in advanced find. Now click the Export to Excel button and download the excel file, and save this file as XML Spreadsheet 2003 format. Now copy your data from existing file and paste to new file that is downloaded. Now, provide the Price List, Customer, and Currency fields value as per given in other results, or create new records for above fields in CRM. Now try to import the file in CRM.
I have tested this on my end. It is working. Try it.
Yes, I see. You are trying to edit the template field, that is not possible without editing the xml file of template. I have posted the another way, kindly check.
Just click on Yes, and try to import your file.
That will be the simplest approach to take.
If all your invoices are to businesses then you can leave the Contacts until later.
You can do this through import:
I'm sorry for the delay in getting back to you - was trying to put in some screenshots but I'm having some technical difficulties doing so (this forum seems to be playing up).
Navigate to Invoices in CRM and above the view of Invoices select the "Advanced Find" button from ribbon. Window will open, Click on New, to create new a/f view. Click on "Edit Columns". Add the columns you as you required, i.e. "Name, Currency, Total Amount, Due Date or Delivered Date and Invoice ID". You have to add additional columns that are, "Price List and Customer", because these fields are required by CRM form.Now click on Result button, and in upper right corner there will be a button named "Export Invoices".
Click on it, and save the sheet. Open the sheet in Excel and click on Save as and save sheet as XML Spreadsheet 2003.
On alert message click yes. Now delete the all rows except first row, that contains the column names.
Now copy your data from your existing file to this new file column by column, just below the related column. You have to specify the Price List, Customer, Currency fields values that should be exist in CRM.
Now save. Now try to upload the file. Click yes on warning message.Navigate to "Settings -> Data Management -> Imports" to check the status of process.
Make sure to mark this answer as Helpful, vote this, if you get answer of your question.
Just navigate to Invoices. A list of Invoices will be open in new page. Like this,
Now,you can see the Advanced Find button as Highlighted by Yellow color. If you are unable to find this, then click on "..." highlighted in Dark red color and search for Advanced Find.
Hope this will help yoou.
Actually Sneha, you are you using the MS Dynamic CRM 2015. You will find Advanced Find in upper right corner, just in between the Search Box and Your User Name. Just here.
Perhaps you could load this as another post (this one is getting a bit long)?
I would set up a dashboard, with list views on it and manage things from there.
Dashboards are really easy to create.
Start by creating a Personal Dashboard (you can share it with other people later on if you want to).
Go to Sales>Dashboards>New
You can add in lists and charts that help you to manage things.
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