Leverage Microsoft Excel to edit records

Have you ever wanted to edit multiple Microsoft Dynamics CRM records from within Microsoft Excel, without having to open each record’s individual form? With this new Dynamics CRM 2011 feature, it is possible to update Dynamics CRM records using Microsoft Excel (2003, 2007, or 2010). All you have to do is export data from any…

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Transferring Data from One CRM Organization to Other Organization

Many a times you would have the need to transfer data from one Microsoft Dynamics CRM organization to another for some record type. This blog covers the steps you can follow to move data from one organization to another using Import Wizard. Let us take example that you want to move data for Account and…

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R4 Import Data Wizard – Tips and Tricks

The new Microsoft Dynamics CRM Online “Import Data Wizard” supports .csv, .txt and .xml file format for source data input. It also supports upload of multiple files in one Import session in compressed file format (.Zip). A .zip file can include files of .csv, .xml, or .txt file types. All files in a single compressed…

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Sharing Data across Microsoft Dynamics CRM Deployments

The CRM E2 team is pleased to announce the release of two complementary documents, a white paper and a build guide, related to Sharing Data across Microsoft Dynamics CRM Deployments. The white paper provides an overview of the levels of integration available for sharing data across multiple Dynamics CRM organizations, together with details about the…

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Importing Data from Salesforce.com to Microsoft CRM Online – Part 3

Welcome back!! I hope you are enjoying the powerful and easy to use Microsoft CRM in your day to day activities. This post is the last in series of the Importing data from Salesforce.com – Part 1 and Importing data from Salesforce.com – Part 2 blogs. In the previous post I had covered the entity…

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Importing Data from Salesforce.com to Microsoft Dynamics CRM Online – Part 2

Welcome back, to the second part in series of Importing data from Salesfore.com. In this post I will take you deeper into the mapping details of the two Salesforce.com maps, which I introduced in my earlier post. The out of box Salesforce.com Maps, map 18 record types from Salesforce.com to the corresponding record types in…

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Microsoft Dynamics CRM Automatic Customizations

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of enhanced Import Data Wizard, follow the link Introducing-the-import-data-wizard. Some of the features like automatic customization, importing…

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Data Integration/Migration using SQL Integration Services (SSIS) 2008

Today’s guest blogger is CRM MVP Darren Liu who is a CRM specialist at Sonoma Partners in Chicago. I wrote a blog article last year on how to integrate Microsoft Dynamics CRM using SQL Integration Service (SSIS) 2005 (http://tiny.cc/BQiiR) . I hope that article provided you with an alternative solution for your integration/data migration project…

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Data Wizard: Using field delimiters characters in data source files

The enhanced Import Data wizard released in Microsoft Dynamics CRM Online November 2009 Service Update supports different formats of input source data file such as XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Text (.txt) and compressed files (.zip). For more information on supported file types, please visit: http://blogs.msdn.com/crm/archive/2009/11/10/supported-file-types-in-data-import-wizard-for-microsoft-dynamics-crm-online.aspx If input source data is in Text/CSV-formatted…

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Importing Data from Salesforce.com to Microsoft CRM Online – Part 1

I am hoping you are already following the series of blogs describing on how to use the new Import Data Wizard in the Microsoft Dynamics CRM Online Service Update for Nov 2009. Here I will cover that how easy it is to bring your data from Salesforce.com into Microsoft Dynamics CRM using the enhanced Import…

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