In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard. This was an extremely useful feature; we could export thousands of rows to Excel directly from CRM, update the information using Excel tools (such as Find and Replace), and then import this enriched data back into [...]
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Just read a recent post by Mary Jo Foley at ZDNet POST – she is pointing out that Microsoft is really starting to tout their Dynamics CRM product as a platform for development and most people are calling it xRM – really the’ x’ is just a variable that stands for variable relationship management. Well it’s [...] There have been many ways to document the entities in Microsoft Dynamics CRM. Often our team is building a data map that allows us to define entities and attributes and how they map to other systems. As we do this we are constantly grabbing the information from CRM on given entities and attributes as well [...] Last week the Microsoft CRM Support Team released a fantastic blog outlining common Outlook CRM Client issues and fixes to those issues. This post also included some additional troubleshooting information around configuration issues, login issues and responsiveness issues. While their blog post was certainly thorough, it lacked a bit in terms of clarity and cohesion. Experienced [...] We often get how-to requests on how to change the sql report services that an organization uses. This can be done out of the box quite easily and without the need to re-import the organization. Here’s how: Open crm deployment manager. You must be a ‘crm deployment administrator’. Click in organizations, right click and disable the [...] Last weekend we made Update Rollup #4 available for download for our hosted clients. Shortly after rolling out this update reports began to trickle in from users experiencing an error message which was causing the installation of the Update Rollup to fail. This message was asking users for the location of a very elusive ‘client.msi’ [...] The Outlook CRM Client is one of the most intriguing features in the Microsoft Dynamics CRM 4.0. Rather than having users ‘go somewhere else’ to use CRM, the Outlook CRM client provides in integration to Outlook — allowing end users easy access to CRM from where they do most of their day to day work. [...] |
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