Troubleshooting Solution Import for your Upgraded Microsoft Dynamics CRM 2011 Organization

So you have upgraded your Microsoft Dynamics CRM 4.0 organization to Microsoft Dynamics CRM 2011, and you intend to export all upgraded customizations and import them in each of your development/test organizations so that your team can unleash all their creativity by designing new customizations and trying out new extensibility features. Transporting all your upgraded…

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Importing contacts to Microsoft Dynamics CRM Online

CRM MVP and guest blogger Julie Yack, MBA is one of the founding partners of Colorado Technology Consultants, Inc (www.coloradotc.com) and currently serves as the company’s Chief Operations Officer. I am importing just over 15,000 contacts for an established organization into a new instance of Microsoft Dynamics CRM Online. The import is a very flat…

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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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Using the Microsoft Dynamics CRM Online Import Wizard

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM is using the Track in CRM capabilities available within the Outlook client.  But assuming your needs are…

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Data Migration and Import: Using field delimiter characters in the source files

To run data import and data migration, you have to prepare a source file that contains the data you want to import. The data source files must be formatted as comma-separated values (CSV) files. The field values in the source file can be separated by commas, tabs, or other characters that are defined in the…

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How to track the progress of entity customizations import

Have you ever wanted to see the progress information while importing entity customizations? Now you can track the import progress by using new Microsoft Dynamics CRM import job entity. The import job entity tracks the results when you import entity customizations or translations from an XML file into Microsoft Dynamics CRM. The import process is…

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