Microsoft Dynamics 365 Blog

Excel 2010 and Data Import Templates 

2 min read

Trusting all files originating from CRM Site (Recommended) Add the CRM Organization URL to trusted sites as shown in the screenshot. If you are subscribed to multiple CRM organizations also add the sign-in page of CRM to trusted sites. Now any files downloaded from this Organization will be trusted and marked as safe and you…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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Data Integration – a Reporting Approach 

9 min read

Our guest blogger today is CRM MVP David Jennaway, the technical director of Excitation Ltd, a Microsoft Gold Partner in the UK that specializes in delivering Microsoft Dynamics CRM solutions. This post originated with a conversation I was having with a potential customer who was considering buying Dynamics CRM. He had been prompted by his…Read more

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