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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to go About MS Dyn...
Microsoft Dynamics CRM (Archived)

How to go About MS Dynamics CRM 2016

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Posted on by Community Member

Hi 

We are new to MS Dynamics CRM 2016 On Premises edition, and I work with my GM of the company and he takes care of the Sales & Marketing 

We need to setup this Software up and running could you please advise how and where to initiate this ??

We have to import total list of Customers from the existing software called Counter Point to MS CRM and also start to add in new Customers list data / Assign Roles n Responsibilities and Authorizations / Users /and also import product list we shall go step by step Please someone Help me achieve this task assigned to me.

Regards, Hari

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  • Community Member Profile Picture
    Community Member on at

    Can someone help please

  • Suggested answer
    AndrewLy365lyf Profile Picture
    AndrewLy365lyf 6 Most Valuable Professional on at

    If you are completely new to Dynamics CRM 2016 and looking to migrate legacy data to the new Microsoft Dynamics CRM on-premise instance the best thing to do is to use the Import Data utility within Dynamics.

    msdn.microsoft.com/.../gg328321.aspx

    I've wrote a short blog post to help walk you through the import process.

    365lyf.com/beginners-guide-to-importing-data-through-microsoft-dynamics-import-tool

    Next step will be to create Security roles that match the roles and duties of members of your staff.  Powerobjects has a good write up covering security roles:

    crmbook.powerobjects.com/.../security-roles

    Hope this information helps.

    Cheers - Andrew Ly

  • Community Member Profile Picture
    Community Member on at

    Hello Andrew Thank you so much for your guidance and help ... Look forward to ask more questions in the coming days as we start up new things .....

    Regards, 

    Hari

  • Verified answer
    AndrewLy365lyf Profile Picture
    AndrewLy365lyf 6 Most Valuable Professional on at

    Not a problem Hari, hopefully the information was of some help (if it was please click yes to accept the above answer).

  • Community Member Profile Picture
    Community Member on at

    What I think instead of asking so many questions, the easiest way to get you started is to invest the people into the CRM course.

  • Community Member Profile Picture
    Community Member on at

    Dear Andrew I have posted today my requirement need your expertise guidance to progress further ...

    Warm Regards,

    Hari

  • Community Member Profile Picture
    Community Member on at

    Melvin there are hiring and training constraints at the moment looking at the situation hence need help as I have been given this task to complete ...

    Regards,

    Hari

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