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New deployment, not tracking existing outlook mails RRS feed

  • Question

  • Hi, we have just installed Dynamics 4.0.

    I have configured the Outlook add in, but now want to track all old mails in Dynamics.

    I cant multiple select, as there is a limit of a maximum of 20 emails at a time, and we have thousands.

    Is there a way of mass importing these mails into Dynamics?

    Wednesday, August 19, 2009 8:47 AM

Answers

  • Export your mail from Outlook to CSV (using file/Import-Export)
    Import this data into CRM

    There are several ways to do this
    1.  Import Utility
    2.  Data Migration Manager
    3.  Scribe Insight (www.scribesoft.com)
    4.  Custom import using web service

    #1-2 are going to be the most manual ways to do it, #3 is the easiest (but most expensive) option, and #4 is good if you have .Net developers sitting around that know the CRM sdk.
    Wednesday, August 19, 2009 9:25 AM
    Moderator

All replies

  • Export your mail from Outlook to CSV (using file/Import-Export)
    Import this data into CRM

    There are several ways to do this
    1.  Import Utility
    2.  Data Migration Manager
    3.  Scribe Insight (www.scribesoft.com)
    4.  Custom import using web service

    #1-2 are going to be the most manual ways to do it, #3 is the easiest (but most expensive) option, and #4 is good if you have .Net developers sitting around that know the CRM sdk.
    Wednesday, August 19, 2009 9:25 AM
    Moderator
  • thanks for the prompt reply...

    will try the CSV route
    Wednesday, August 19, 2009 10:03 AM