Microsoft Dynamics 365 Blog

Create Sample Data for your Solution 

6 min read

In This Post: Problem statement How to create and export CRM Data How to create DataMap and save it How to import sample data using SDK APIs Conclusion Further reading Problem statement You have created a solution using the Microsoft Dynamics CRM 2011 Solutions framework and you want people to download it and try it….Read more

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Leverage Microsoft Excel to edit records 

4 min read

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…Read more

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Data Templates and Import Data Wizard made Easier 

2 min read

Data Templates and Import Data Wizard features were introduced as part of Nov 2009 Microsoft Dynamics CRM online service update. Now these features will be available as part of Microsoft Dynamics CRM 2011 Online, On Premise and Internet-Facing Deployments (IFD) with some improvements and new functionality. This blog post covers some of the improvements that…Read more

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Working with Data Maps in Microsoft Dynamics CRM Online 

2 min read

In the Microsoft Dynamics CRM Online November 2009 Service update release, one of the key delivered features was enhanced Import Data Wizard. This feature brings lots of power and functionality and one of its main components that work behind the scene to make everything possible is Data Map. It works as back-bone of Import process…Read more

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R4 Import Data Wizard – Tips and Tricks 

9 min read

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…Read more

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Look-up Data and the Microsoft Dynamics CRM Import Data Wizard 

5 min read

I am sure you are following the series of blogs introducing you to Import Data Wizard of Microsoft Dynamics CRM Online November 2009 Service update. This blog will help you with importing records having references to other records. These “other records” can be the records in same file, other files present in the same ZIP…Read more

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Importing Multiple Files using ZIP Import 

2 min read

Microsoft Dynamics CRM Online has released November 2009 Service update. One of the key delivered features was the enhanced Import Data Wizard. You are probably already familiar with importing data into Microsoft Dynamics CRM using various file types and the power of customization during import. In this blog I will dive deep into import ZIP…Read more

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

5 min read

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…Read more

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Data Wizard: Using field delimiters characters in data source files 

2 min read

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…Read more

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

3 min read

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…Read more

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Creation of new Record Type and Fields with Import Data Wizard for Microsoft Dynamics CRM Online 

4 min read

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key delivered features is enhanced Import Data Wizard. When users are bringing their custom data into Microsoft Dynamics CRM with Import Data Wizard, they can also create custom record types and fields on the fly and bring…Read more

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