Importing Data in CRM 4.0 Made Easier


Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues while importing data. If one of these is the case, then you are at the right place. Importing data into CRM was never this easier. It would be good if I walk you through some scenarios so that you can utilize this blog effectively.

1) You want to import data file to create records in bulk

     a. Your have full control over the what column names you can have in the data file.

     b. You do not have control over what column names can be there in data file

2) You want to use import to update records in bulk. For this pls look at http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx.

Scenario 1

Wow, if you have control over column names in the data file, your job has just become very easy. You just need to put column names in the data file same as display names of attributes, and rest will be taken care by system. Let’s go through one example, and everything will be clear.

My example CSV file contains Contacts. File content looks like -

First Name, Last Name, Parent Customer

Manbhawan, Prasad, Microsoft CRM

Arun, Kumar, Microsoft GP

Note that column headings match exactly with the attribute display names of Contacts.

One other very important point is there to note that Parent Customer is reference type of  field in CRM. In CRM, this contains GUID of either another account or contact. In this file, I am giving values as “Microsoft CRM” and “Microsoft GP”. Here system is going to do the hard job of finding right account or contact for this reference. You just need to have value of either primary attribute of target column or GUID. In this example, I already have accounts with name as “Microsoft CRM” and “Microsoft GP” to which I want these contacts to be attached.

When system sees a reference field, it picks up the value and searches for target entity record which has this value either as GUID or Primary Attribute. In this case, it will search for Accounts with GUID or Account Name as “Microsoft CRM”. It will also search for contacts with GUID or Last Name as “Microsoft CRM”. If it is able to find single record, then it will link or else will fail the row.

Launch MSCRM and On the Tools menu, click Import Data.

clip_image001

Choose the data file and delimiters if they are different from default. In this example, I do not need to change the delimiter as my field delimiter is ‘,’ and I do not have data delimiter as none of my data contains field delimiter inside the data. So I go with the default. Click on next.

Choose the record type as contact.

clip_image003

In the data map field, Automatic will be displayed. Here system has mapped all the columns for you automatically, because your column names were same as attributes display names.

Click on next and you are presented with the screen below. Here you can do two things –

1) By default all the records will get assigned to you. But here you can choose to assign these to some other CRM user.

2) You can also choose not to create duplicate records. Duplicate records are identified based upon the published duplicate rules in the CRM System. For more details about how duplicate detection works, you can refer to http://blogs.msdn.com/crm/archive/2008/01/21/duplicate-detection-while-creating-updating-records-in-titan.aspx.

After performing these steps, click next.

clip_image005

On the last screen, you can choose to change the name of the import, which will be surfaced in the grid. Or you can live with default name given by the system. You can also choose to receive an email when Import gets completed.

You can see the status of the Import by going to workplace->Imports. Below is the screen shot. This import will go through Parsing, Transforming, Importing and then it will be completed. You can click on this import entity to see more details about successful creation and also failures.

clip_image007

Scenario 2

If you get a data file which has column names not matching with attribute names. In this case, you will have first map these columns to the CRM attributes, and then proceed with the Import.

Let’s take an example file with content as –

FirstName, LastName

Manbhawan, Prasad

Arun, Kumar

Here are the steps to import it

1) Prepare a Data Map. Data map contains information about which column maps to which attribute in CRM.

2) Import the data using that map

We will start with preparing data map. Go to settings->Data Management-> Data Maps

clip_image009

Click on new and screen below appears. Enter a name of the map. Choose the entity name for which map is being prepared. In this case, it should be contact.

clip_image011

Click on Attributes and screen changes as below. Load the sample data which contains all the column names and unique values if you have picklist columns also. In this example I am loading the data file we started with. Loading sample data file populates the column headings grid and you can map each of these with target attributes of contacts. If you map some column to picklist type attribute, then list values will be enabled and will allow to map different picklist values. In this case we do not have any picklist values.

clip_image013

After mapping all columns, save and exit.

Now start the import as we did in the first scenario, choose the record type and choose the map which we made just now (shown below). Complete the wizard, and you are done.

clip_image015

What can go wrong

1) MSCRM Asynchronous service might not be running on server.

2) Mandatory columns for the entity might be missing in the data file (This will be shown as the error, warning on the “Select Record Type and Map” screen.

3) Reference column might contain values which does not correspond to any target entity records OR corresponds to more than one target entity records. Pls note that reference resolution happens either on GUID or Primary attribute of the target entity.

4) Reference resolution works only with automatic mapping and not when you are providing data map. If you are using your own data map, then your data file should have GUID to have it resolved properly.

5) Data delimiter and field delimiter might not be correct in the data file.

6) If duplicates are getting created, then you might not have the published duplicate rules for this entity.

Manbhawan Prasad

Comments (72)

  1. Manbhawan Prasad says:

    One correction: Section – ‘what can go wrong’

    bullet point-4 – "Reference resolution does not work with manual maps even if you provide GUIDs."

  2. castor says:

    and now there is also scheduling tool from Castor for scheduling the imports made by the MS CRM 4.0 import tool: http://www.castorsoft.com/Products/ImportScheduler/ImportScheduler4.aspx

  3. ze-hussain says:

    when i load file, i am getting error "the number of field differ from column heaing"

  4. Manbhawan says:

    You might want to check the following –

    1) Number of columns in data rows are same as header row.

    2) Further to this, you might open your file in notepad and check if for blank values also, it has field separator (,)

  5. glennkimball says:

    I’ve put my csv file in the proper format, eliminated all extraneous characters, and have the sme number of columns in data rows as in the header row, but I still get the error "the number of fields differ from column heading" error.  Please advise.

    Glenn Kimball – 972-353-3800 x747

  6. Huma says:

    Hi Glenn,

    This error comes only when there is a mismatch in number of header and data column or your filed delimiter is also part of your data.

    e.g

    In the following example the data in First Name field is "abc ,d" contains comma in it and comma (,) is also used as field delimiter.

    First Name, Last Name

    abc,d ,xyz

    Import wizard will flag above error in such case. For succesfully importing such data you’ll have to use data delimiter as follows.

    "First Name", "Last Name"

    "abc,d" ,"xyz"

    Can you please check if your csv has this kind of data?

    You can do this by going to the failure tab of submitted Import and look at the contents of source row colum.

    Hope this helps.

    Thanks

    Huma

  7. aneal@nealabc.com says:

    Does anyone know the correct format to put .csv file when using DMM – for CRM Live uploade to associate a Contact Entity to the Parent Customer?

    I’ve tried the following:

    First Name, Last Name, <Parent Customer Name>

    First Name, Last Name, <Parent Customer GUID>

    First Name, Last Name, <Name, {GUID}>

    None of these work as well as they don’t work in the manual instance to upload – can’t seem to find the correct format documented anywhere.

  8. Raju Kulkarni says:

    Aneal,

    The csv data required to associate a contact entity to its Parent Customer through DMM could be in any format. To migrate such data, you will need to create a lookup mapping. A demo of how to migrate such references/relationships/associations is available@ http://blogs.msdn.com/crm/archive/2008/01/04/microsoft-dynamics-crm-4-0-data-migration-manager-with-john-o-donnell.aspx

    You can also find these details in the help that comes with DMM. Search for the page: ‘Define Relationship – Wizard Page’ in the help file.

  9. revs says:

    I am also haveing import issues like Glenn. I have double and triple checked the CSV format, and tried quoted non-quoted text etc. Keeps saying that the header fields and columns do not match up!.

    Any other ideas?

  10. Huma says:

    Hi Revs,

    Can you share the contents of your csv (header row and data row) for which this this error is coming.

    Thanks,

    Huma

  11. revs says:

    Thanks for the offer of help Huma. I have managed to find the issue however.

    There were invisible characters in the file causing issues – they did not show up in Notepad, but after close inspection in another application I was able to find and remove them.

    revs

  12. Ben Hiep says:

    I have the same csv issue.

    Strange enough if you use any Microsoft product to export a csv file. For instance contacts from outlook to crm or from access.

    Also strange that I do not see any synchronisation from outlook to crm where contacts are involved. It is a more likely scenario first having an email system and then choosing a CRM system then the other way around or am I crazy?

  13. Shashank says:

    Does anyone know the correct format to put .csv file for BULKIMPORT

    I’ve tried the following:

    First Name, Last Name, <Parent Customer Name>

    First Name, Last Name, <Parent Customer GUID>

    But none of these works.Can some one pls help regarding this as crucial for us.

  14. Bob says:

    Has anyone else run into this problem?

    I can import contacts and products but when I try to import account it fails.

    I have created a very simple test csv file with 1 data row in notepad and I am using auto-map.  It is failing at the "Transform Parse Data" stage.

  15. Manish says:

    Hi,

    I am trying to import data from CSV file but so far I am unable to do that. I have followed the process and at the end clicked "IMPORT" button but nothing has happened thereafter.

    Under Workflow/Imports – state says "SUBMITTED"

    Under Settings/System Jobs – State says "WAITING"

    jobs are in waiting state for last two days.

    Can you please help me ?

  16. Huma says:

    Hi Manish,

    It seems that Microsoft CRM Asynchronous process service is not running on your CRM installation.

    if it is not running kindly start it.Import should work fine after this.

    Thanks,

    Huma

  17. Huma says:

    Hi Bob,

    What error are you seeing in Failure tab of import form for the data row?

    Any error in Tranformation phase usually means either data in lookup/picklist columns are not specified correctly.

    For Lookup type of column:

    In the column that you use to create the lookup, such as the Parent Customer column in the Contact record type, use the exact value that is in Microsoft Dynamics CRM. For example, if you already have an account named "A Bike Store", the following contacts.csv file could be used to import two contacts with this account as a parent customer:

    First Name,Last Name,Parent Customer

    Alan,Brewer,A Bike Store

    Ann,Beebe,A Bike Store

    Important The value used to create the lookup must be unique. For example, if there are two accounts with the name "A Bike Store", the records will not be imported.

    For PickList type of column:

    Make sure the values used in your source file have consistent capitalization. For example, do not include values for the Rating attribute in Leads as "Warm" and "warm". If the source file values differ just by case, importing records with either variant might fail.

    Hope this helps.

    Thanks,

    Huma

  18. Huma says:

    Hi Shashank,

    The lookup columns in like "Parent Customer" can only be imported using bulk import if you are using AutoMap.

    Kindly see my reply to Bob for the expected data format for lookup type of columns if you are specifying name.Giving a guid also works.

    If it doesn’t help kindly share the data in row and error you are getting.

    Thanks,

    Huma

  19. This blog post will cover custom filter-based mass record deletion for a given entity System. Note: If

  20. This blog post will cover custom filter-based mass record deletion for a given entity System. In this

  21. This blog post will cover custom filter-based mass record deletion for a given entity System. In this

  22. Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very

  23. Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very

  24. Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very

  25. Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very

  26. This is realy helpful to import data in CRM.

  27. Bill Smith says:

    There is some kind of serious error here making the import of simple contact and account data a real problem.

    it is much too sensitive – and now I have a very clean file and it still gets errors on every contact even though Notepad and excel say the *.csv file is fine.

    As this is impacting every new user of CRM I urge you to assign resources to this and see it as it is – a disasterous error which seriously impacts first time users. Like buying a toy at Christmas that just does not work.

    250-386-9926

    Myzan – Gold Partner

  28. Manish says:

    Hi Huma,

    Thanks for your reply.

    I have checked the Microsoft CRM Asynchronous process service and it is running. Still the status is waiting.

    please help me what to do.

    Regards,

    Manish

    =========================

    Hi Manish,

    It seems that Microsoft CRM Asynchronous process service is not running on your CRM installation.

    if it is not running kindly start it.Import should work fine after this.

    Thanks,

    Huma

  29. Manish says:

    Hi Huma,

    Thanks for your reply.

    I have checked the Microsoft CRM Asynchronous process service and it is running. Still the status is waiting.

    I have checked "System Jobs". it says

    Import File perse – Waiting for resources

    Transform perse data – Waiting for resources

    Import – Waiting for resources

    please help me what to do.

    Regards,

    Manish

    =========================

    Hi Manish,

    It seems that Microsoft CRM Asynchronous process service is not running on your CRM installation.

    if it is not running kindly start it.Import should work fine after this.

    Thanks,

    Huma

  30. Manish says:

    Hi huma,

    I dont have Microsoft CRM Workflow services. how can i install this service

    this may be the reason the status is waiting.

    Regards,

    Manish

  31. Vannessa says:

    Import data status reason says submitted, but no import records returned and it has been over 5 hours…0 successes 0 errors 0 total count.

  32. iva_doycheva says:

    Hi, there.

    I there any way to import many .csv files and their map in xml file. And this to be by code behind, not using this tool.

    Greethings, Iva

  33. a.maris says:

    Hi,

    I have the same problem as Manish: when i try to import, the status is waiting. The Microsoft CRM Asynchronous process service is running. I need a sollution. What can i do?

    Regards,

    Andrei

  34. Weddings says:

    Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues while importing data. If one of these is the case, then you are at the right place. Importing data into CRM was never this easier. It would be good i

  35. Jennyfer says:

    Hi,

    I am having the same problem as Manish.  When I try restarting the service, it says that the service started and stopped since it is not being used.  

    Thank you,

    Jennyfer

  36. Manish says:

    Dear All,

    I have solution for the problem of Importing data through .csv file.

    Please go to this link on Microsoft website.

    http://msdn.microsoft.com/en-us/library/bb291036.aspx

    Download BulkImport.Exe and install it. It C# file and build solution. Try to run it as it is and see whether it works or not. I tried to run as it is but i got error message-401 – regarding unauthorised access and 404 regarding proxy settings.

    So If you get the same error, what i suggest is to build the solution in studio and copy the exe from DEBUG folder and paste anywhere on your CRM server(may be on desktop) and run it.

    If you are able to connect the CRM server then

    you are lucky but i was not so lucky. I made one change in the code and then I was able to connect it.

    If you get error even after running the solution file from CRM server, then debug the code and fix it. If your CRM server is installed properly then i think you should get the same error what I got. I made one change in codding which is below.

    open BULKIMPORT.sln file

    right click BulkImportForm.cs and select view code

    go to "ValidateConnectionInformation(string serverUrl, string userId, string userPassword)" method

    if you have not made any changes in this file before then go to line no 1140 and insert one line (may be message)

    at line 1139 the statement is

    if (responseHtml.IndexOf(CRM_TEST_HTML) > -1)

    add one line after this (message – which I have added).

    MessageBox.Show("after responsehtml" + responseHtml.IndexOf(CRM_TEST_HTML));

    or

    MessageBox.Show("any message");

    save it and build the solution and run it. I am sure it will work.

    In .csv file, make sure your first line is heading. Heading must match with the attribute name in CRM (not the display name of attribute like text box and name is first_name_textbox and not First Name)

    Also if you have date in one of your column in .csv file, change your regional setting of CRM SERVER to (English – United State) and date format is (m/d/yyyy).

    I am sure this will work.

    Best of Luck.

  37. Sarah says:

    We are also having very frustrating problems with importing straight forward .csv files using the data migration manager.  The error message suggests that we have different number of fields but we don’t!  We’ve checked and double checked using notepad and can’t see any issues with the file format which frustratingly appears to be identical (apart from the data) to another file that imported like a dream.  Please can microsoft acknowledge that there is a problem and at least let us know we’re not all going crazy?

    Thanks

    Sarah

  38. Manu says:

    Hi Sarah,

    There is no known issue around this in the product. You must be having different number of fields in data rows than header row. Even if you have extra ‘,’ (comma) then also it gets counted as one field. Pls make sure that you have equal number of ‘,’ (commas) in the header row and data rows.

  39. James Perkins says:

    I suspect this problem about having different number of fields in data rows and header rows stems from carriage returns in, probably, the BusinessStreet (Street Address in Outlook) of an Outlook Contact record which has been exported from Outlook into a csv file in order that it can be imported into CRM 4. Certainly, having hit this problem myself, and then experimented with removing this Street Address field (most of which in the UK need to have multiple lines to define an address, which are therefore separated by carriage return characters) the error message in the Import Wizard seems to go away. Now, how to find a way of including this data and have it import successfully ? Why, oh why, if this really is the case, does Microsoft not test these things ! Anyone finding a solution to this please let me know on jperkins@accsimple.com, thanks.

  40. Huma says:

    Hi James,

    Carriage returns are not supported as part of data in CRM 4.0 Import. They are used to identify new row of the data in data file.

    Due to  this reason you get data and column mismatch error.

    Thanks,

    Huma

  41. Kendall Reed says:

    We are consistently having failures at the "Transform Parse Data" stage any time we attempt a Lead import that includes a column for "Industry".  We are using automatic data map, all other picklists and lookups import OK if we delete that column from the csv.  These are not "list value is not mapped" errors, it’s a system job failure, and it happens even if we delete all the data values from the "Industry" column in the csv.  If we delete the column outright, though, it runs OK.  Any thoughts on that?

  42. Ezequiel says:

    Hi,

    I was trying to import some data into CRM and I always got the error "The selected map does not contain mappings for the column headings in the file you are trying to import".

    After many attempts I changed the field delimiter from ; (semicolon)  to , (colon) and it worked perfectly.

    Is it a known bug of the import feature?

    Regards

  43. Animan says:

    I can import the data as you desrcibed above but ho do I maintain the realtionships between the data.

    i.e.

    Child Table contains

    Chiild_ID

    Parent_ID

    Name

    Parent Table contains

    Parent_ID

    Name

    Description

    How can import these two tables into CRM and maintain their relationship so that when I look up the child It will also show me the Parent for that child,

  44. Simon Shaw says:

    Please would someone alert me (& cc the board of course) if they have found a solution to the import job not being processed but waiting indefinitely (with Async service running ok).

    TIA, Simon

  45. sanjai_pg says:

    Hi, when I do a data import in crm 4.0, I want to do duplicate detection (which is available). If there are duplicate records found, is it possible to still update the record with the additional data available. Eg. I import a record which shows as duplicate of another record in the system. But the record that I have tried to import has a few ‘additional data’ that the one present in the system. Is it possible to import these ‘additional data’ alone into the already present record, without importing the full record (which is obviously a duplicate).

  46. Eddy Watts says:

    Hi, have a look at the Quickbix suite, very easy to install, http://www.quickbix.com

    Cheers

  47. Leyla says:

    at least for a very specific and complicated ,

  48. Alley says:

    I have successfully imported over 500 files, but all files with a parent customer will not load:

    0x80040356…stating that the source data is not in the required format…I know it is though.

    All lines with a parent customer are failing.

    All the parent cutomers are in CRM already.

    What is going worng please?

    Thanks

    Alley

  49. Katrina says:

    Also receiving the 0x80040356 error on import for Leads, fails on the Rating field.  We also do not have the Automatic Data Map option shown in the screenshot here.

  50. CRM says:

    Hi

    I have an issue with the duplicate detection job on contacts. When i click on view duplicates it just doesnt load. Any suggestions on this please.

  51. Hi there!

    I’m working with migrating data from an old custom made system into Microsoft Dynamics CRM 4.0.

    To my help I’ve been using a tool called Import Manager 2008 which has served me well this far. (I do know that you don’t support this tool, hence my question is not about that tool itself).

    However, when it comes to the fields, created/modified by, and created/last modified (date) it seems I can’t import into these field. I have the information of all my entities stored in a SQL Server environment.

    My question is: do you know a way to import data into these four fields? Any ideas on how to achieve this would be much appreciated.

    Best regards,

    Peter Hörnell

  52. PAP says:

    How could we import Annotation that may be on several lines.

    The csv is fine for ex.

    field1, "a long field2

    on 2 lines", field3

    but the import tools seems to be unable to understand that this is only one record and so complains that he find only one delimiter for each row.

  53. Mahesh says:

    How can i start the Asynchronous Processing Service in the MS Dynamics server? It is not there in Administrative tools/services.

    What should i do to install that service?

  54. Andrew says:

    I also have a problem when exporting from outlook.  Users have multiple lines in the address fields and this inserts a manual line feed. I can remove this line feed easy enough in word and replace it with a comma but I really want to be able to split those other lines in to the appropriate street address field. so the 3rd line goes in to Street 3, 2 in to 2 and so on. Also if I just add a comma then the address 1: field becomes too long and won’t impport anyway.

    If you were using outlook properly there is no way to map extensive address information to similar fields in CRM.

  55. Gillian says:

    Hi, I have an xml file with data for numerous tables against the contact including a set of new one to many tables. This can either be update or new data. Can I import from an XML file?

    Thanks

  56. Gillian says:

    I also need to run regular imports into CRM from xml files. What is the best tool to do this? I’m thinking of creating a service to pick up the xml files and import them into CRM and schedule the service. I don’t know how to generate the ID’s however and need some guidance on that please.

    thanks

    Gillian

  57. Juan Carlos says:

    I was trying to import some data into CRM and I always got the error "The record is empty"

  58. Geoff says:

    Trying to import a few records in a CSV file. Under Settings>Data Management>Imports it is still showing Status = Submitted after a few hours.

    I have checked, and all MS CRM services are running on the server. What would cause this to just sit here?

    Thanks,

  59. Szasza_boy says:

    A workaround for the "the number of field differ from column heaing" error:

    1) Put a new entry into "CRM Partners" manually.

    2) Export the data to XLS.

    3) Save the XLS as CSV.

    4) Correct the required fields if necessary. (i.e.: Name, Surname)

    5) Import the CSV file with automatic data mapping.

    It worked for me, but only with a limited amount of record columns. (The data export doesn’t export all the manually filled data…:-()

    Anyway I’m also having a problem with the data import, because there is only "submitted" status. The Asynchronous Service is running… 🙁

  60. Tony says:

    Trying to import accounts but the jobs are in waiting status (other jobs are in completed status) i get the following errors in logs:

    System.Net.WebException: The request failed with HTTP status 404: Not Found.

    in System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse

    (SoapClientMessage message, WebResponse response, Stream responseStream,

    Boolean asyncCall) in

    System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke (String

    methodName, Object [] parameters) in Microsoft.Crm .

    SdkTypeProxy.CrmService.Execute (Request Request) in

    Microsoft.Crm.Asynchronous.SdkTypeProxyCrmServiceWrapper.Execute (Object

    request) in

    Microsoft.Crm.Asynchronous.UserSettingsCacheLoader.RetrieveUserSettings

    (CrmService ICrmService, Guid userId) in

    Microsoft.Crm.Asynchronous.UserSettingsCacheLoader. LoadCacheData (Guid

    userId, IOrganizationContext context) in Microsoft.Crm.Caching.BasicCrmCache

    `2.CreateEntry (TKey key, IOrganizationContext context) in

    Microsoft.Crm.Caching.BasicCrmCache` 2.LookupEntry (TKey key,

    IOrganizationContext context) in Microsoft.Crm .

    Asynchronous.ImportOperation.GetUserLanguage (AsyncEvent asyncEvent) in

    Microsoft.Crm.Asynchronous.ImportOperation.InternalExecute (AsyncEvent

    asyncEvent) in Microsoft.Crm.Asynchronous.AsyncOperationCommand.Execute

    (AsyncEvent asyncEvent) in Microsoft.Crm.Asynchronous.AsyncHostHandler.Handle

    (AsyncEvent asyncEvent) in

    Microsoft.Crm.Asynchronous.QueueManager.PoolHandler.ProcessAsyncEvent

    (AsyncEvent asyncEvent)

    what can i chwck ??

  61. G-Man says:

    Whenever I try to import a .csv file using my  mapping, the Status is showing Waiting. The Asynchronous Prossing service is runing. Do you have any suggestions on how to resolve this issue.

  62. Jason says:

    I have an odd problem with this system: I manage to import a whole pile of contacts and their asscoiated accounts via the tool .. great! But some of the imports fail and are logged as failures.

    When I go to the analysis pane (I.e. I open up the import results window) and click on the ‘Failures’ list I get this error with a big red cross

    Error

    An error has occured

    Try this action again. if the problem continues check the Microsoft Dynamics CRM Community for solution or contact your organizations Microsoft Dynamics CRM Administrator. Finally you can contact Microsoft Support

    So I cant ‘see’ the failures. In this case I know what ‘most’ of them are (duplicates) but I’d still like to be able to see them for obvious reasons

    Any idea as to why this might happen?

  63. Roy says:

    I have the same issue as many people above where the status for the system job is stuck as waiting. Seems to be a common problem that MS should fix.

  64. Kinjal says:

    I have a typical problem. What i am facing is that when i am trying to create a datamap i am seeing only some of the attributes from the entity and not all the attributes. I have some custom attributes created by myself but i am unable to find those attributes in the list generated. Kindly help me soon.

  65. Joe Griep says:

    I have imported an Article and the import works.  But when I go to open the article that is in the draft mode, I receive the error "Contact CRM Community"

  66. JBoydMyers says:

    I’m struggling to resolve my very first test import process.  I have a CSV file with 25 rows of data and a data map that is configured properly, and Asynchronous Service running, but my import just hangs with a "submitted" status. So, is it possible that the location of my source file (local) is creating a problem?  Thanks in advance for your feedback and guidance.  

    Jill

  67. Steve says:

    Has anyone found a solid solution to the "Status – Waiting" issue?   I've seen many post question, but no clear resolution.

    Thanks,

    Steve

  68. Margo says:

    I managed to import some cases successfully, but the plug-in that gets fired on save is not triggered.

    If I open the imported records and press save, they behave normally.

    Please advise

  69. Hi,

     I have been facing a problem while importing my lead entity in MS CRM 4.0. It used to work as expected before.

    We have done few changes like adding few values to picklist values.

    for example for one of the picklist in lead entity, we used to have the below values

    1- ABC

    2- ACD

    3- AEF

    4- AFG

    then we have created a data mapping from data mangement. and mapped all the columns with source and target. It worked well.

    Then we have added few more values to picklist like below

    200000 – AGH

    200001 – AHI

    200002 – AIJ.

    As we do before ,we have taken a csv file and kept the above values for the respected column name (picklist  name) with all other column values.

    Then importing is failing. Reason for failure was "The list value is not mapped".

    But i can see the value existed in the picklist from UI.

    I have been goggling from 2 days, But dint find any information about it.

    Any help will be appreciated.

    Thank you,

    Sreeni Pavalla

  70. Automated Import? says:

    Is there a way to setup a "hotfolder" that crm imports automatically (all csvs)?

  71. anilkumar says:

    Hi,

    Can it possible to import workflows from mscrm 4.0 to 2013 using solutions or is there any way to import the workflows

  72. jvrknaidu says:

    Is there any way to import the workflows from crm 4.0 to 2013

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