365blog articles

365blog
Published 
1 min read

CRM 4.0 Bulk Data Export Tool 

There is no facility to Bulk Export the data from Microsoft Dynamics CRM 4.0. This sample tool  allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export records of CRM entities in form of CSV files.
Published 
3 min read

Duplicate Detection Security Model 

Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very simple and quite intuitive. For performing duplicate detection rule create and publish or running duplicate detection job, user needs some security privileges which are provided through his role.
Published 
8 min read

Bulk Record Deletion in Microsoft CRM Online 

This blog post will cover custom filter-based mass record deletion for a given entity System. In this article, I will walk you through some scenario-based examples that I hope will provide some clarity for your CRM implementation. Because there are so many ways to use CRM, I’ve tried to cover the most common scenarios.
Published 
7 min read

Error Handling in Data Migration Wizard 

In this entry I am going to talk about different features in Data Migration Manager(DMM) where error situations can appear, how the tool notifies the user, filters out the erroneous content and proceeds for migration with the acceptable data. Let’s take them one by one. A.
Published 
5 min read

Data Migration Wizard: Express versus Standard Mode 

The Data Migration Manager is a powerful feature in Microsoft CRM 4.0, designed to handle the migration needs of your organization. The main component of the Data Migration Manager is the Data Migration Wizard, which guides you step by step, in migrating the data into Microsoft CRM.
Published 
2 min read

Customize Marketing List (List Member View) 

The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature.
Published 
1 min read

Advance Data Migration Map Editor for CRM 4.0 

On behalf of the Microsoft CRM Product team in India, I would like to take this opportunity to announce the release of Advanced Data Migration Map Editor for Microsoft Dynamics CRM 4.0. The Map Editor is released at http://www.codeplex.com/mscrmmapeditor in source format under the Microsoft Public License.
Published 
7 min read

Data Migration Manager: Advanced Transformation Mappings 

Today I will talk about what are advanced transformation mappings and how are they used while migrating data into Microsoft CRM using the Data Migration Manager. As we all know, Microsoft CRM Data Migration Manager comes as an easy to use tool for migrating your data to Microsoft CRM from varied CRM systems.
Published 
5 min read

How to get better performance from the MetadataService 

You may have noticed that in 4.0, the MetadataService is considerably slower at retrieving data that it was in 3.0. In fact, you’ll still see the difference if you compare the 2006 MetadataService endpoint and the 2007 endpoint. Why is this? The reason is that in 3.
Published 
6 min read

Mail Merge and more… 

Hope you are having fun with enhanced mail merge functionality in Titan and others in general. In this article I would like to touch on a number of topics about mail merge support in Microsoft Dynamics CRM 4.0. a) Many faces of mail merge. b) Mail merge experience in different clients and modes.