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Wealth Management Template - Cannot Import Sample Data

    Question

  • Hello,

    I download Wealth Management Template from pinpoint, import solution CRM Online (solution has been imported with some warnings but successfully). Then I try to import solution specific sample data from configuration page. System seems to be working, but after it finish no date are imported as well as no records in import entity has been created.

    Is this template supported in current MS CRM online?

    Thanx,

    Rado

    Thursday, September 19, 2013 11:37 AM