Microsoft Dynamics 365 Blog

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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Transferring Data from One CRM Organization to Other Organization 

2 min read

Many a times you would have the need to transfer data from one Microsoft Dynamics CRM organization to another for some record type. This blog covers the steps you can follow to move data from one organization to another using Import Wizard. Let us take example that you want to move data for Account and…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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Sharing Data across Microsoft Dynamics CRM Deployments 

1 min read

The CRM E2 team is pleased to announce the release of two complementary documents, a white paper and a build guide, related to Sharing Data across Microsoft Dynamics CRM Deployments. The white paper provides an overview of the levels of integration available for sharing data across multiple Dynamics CRM organizations, together with details about the…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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Microsoft Dynamics CRM Automatic Customizations 

6 min read

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of enhanced Import Data Wizard, follow the link Introducing-the-import-data-wizard. Some of the features like automatic customization, importing…Read more

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Data Integration/Migration using SQL Integration Services (SSIS) 2008 

5 min read

Today’s guest blogger is CRM MVP Darren Liu who is a CRM specialist at Sonoma Partners in Chicago. I wrote a blog article last year on how to integrate Microsoft Dynamics CRM using SQL Integration Service (SSIS) 2005 (http://tiny.cc/BQiiR) . I hope that article provided you with an alternative solution for your integration/data migration project…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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Update Rollup 7 for Microsoft Dynamics CRM 4.0  

5 min read

The Microsoft Dynamics CRM Sustained Engineering team will release Microsoft Dynamics CRM 4.0 Update Rollup 7 on Thursday, October 22, 2009. Once the release is available the links below will take you to the necessary information about Update Rollup 7. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a4893988-7804-4e23-ab58-740441cc696e Microsoft Knowledge Base Article: http://support.microsoft.com/?kbid=971782 General Details about Update Rollup 7…Read more

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Parsing Full Name Into Separate Name Fields 

1 min read

Assume you are going to import Contacts into Microsoft Dynamics 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…Read more

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