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CRM 4.0: Import Contact Relationships RRS feed

  • Question

  • Is it possible in CRM 4.0 to import the relationships (for Relationship Roles) for Contacts?  I've had no problems importing the accounts and contacts from my legacy system, but now I'm trying to figure out how to import the Relationship data (listed in the left pane under Contacts as "Relationships") for my Contacts that are associated with multiple Accounts.

    Regards,

    JD
    Tuesday, August 25, 2009 2:05 PM

Answers

  • Hi JD,

    Not easily, to save time, I would recommend that you look into 3rd party products like Scribe or c360.  Or you may write a custom .net app to import them through the SDK.

    If anybody got a better tool for this kind of import, I would like to know as well.

    Thanks!
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Tuesday, August 25, 2009 2:09 PM