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

I am cross posting this blog from the CRM blog site as it is specific to CRM Online. -eBoo 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…

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Parsing Full Name Into Separate Name Fields

Assume you are going to import Contacts into CRM using the Import Wizard.  The file you are going to import has the Contact full name in 1 column.  When attempting to import the Contacts using the Import Wizard you will receive an message that the Full Name column has been ignored as it is not…

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CRM Sample Data – Product Fix

Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to an opportunity?  Nothing there!  You look and see the products have been imported but notice the warning: There are 295 products added as a part of the sample data.  You cannot set the default price list…

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Time to Renew Those Expiring Partner Demo Orgs

Partners are starting to get notifications stating that their demonstration environments are about to expire.  Per the Terms & Conditions of the Partner Demo Offer, this environment “*cannot be upgraded or renewed. This offer is only open to partners in North America and is subject to change or cancellation without prior notice and may be…

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Tips for a successful import using the 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 Dynamics CRM is using the Track in CRM capabilities available within the Outlook client.  But assuming your needs are to…

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Importing Sample Data into Microsoft Dynamics CRM Online

*Instructions are as-is and is intended to provide guidance to the process to importing sample data into CRM Online Downloads: Microsoft Dynamics CRM Online Data Migration Manager Once installed, the Data Migration Manager can only be used against a single CRM Online instance. If you need to import data to multiple CRM Online instances, you…

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Bulk Export Tool Tip

http://www.codeplex.com/mscrmbulkdataexport Eric recently blogged on the Bulk Export Tool available from CodePlex. http://blogs.msdn.com/dynamicscrmonline/archive/2008/04/30/bulk-data-export-tool.aspx This is a well written and very easy to use tool to get data out of CRM Online.  There’s a slight nuance to using the Bulk Export tool, it used Unicode file encoding and it creates  few extra characters when it writes…

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Import Data Tip

When using the import wizard to import CSV files into Microsoft Dynamics CRM, you can speed up the mapping process by loading some sample data into the wizard. <Load Sample Data> Make sure you sample data does not have empty data in a column or you might an error. Occasionally you might get an error…

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Data Migration with CRM Online

I just finished recording a CRM Online Data Migration video focusing on: CRM Import Wizard Data Migration Manager – Sample Data Import Data Migration Manager – Related Account.csv and Contact.csv files In the last video I demonstrate how to map separate account.csv and contact.csv files into CRM Online while maintaining the parent/child relationship.  The key…

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