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0 Votes
Evaluating CRM 2011 and trying to import Account/Contacts
Not sure if you came across these articles: CRM 2011 Data Import Wizard: Importing Related Accounts and ...Answered | 2 Replies | 3147 Views | Created by jversusj - Monday, November 26, 2012 8:10 PM | Last reply by jversusj - Monday, November 26, 2012 8:43 PM -
1 Votes
How can I change my CRM On-Premise license to CRM Online?
As far as I know - there currently isn't a way to swap license from on premise to CRM Online (hosted by Microsoft).Answered | 2 Replies | 9880 Views | Created by Cam Darvenshi - Thursday, September 23, 2010 1:48 AM | Last reply by Matt Cooper - Monday, September 27, 2010 10:35 PM -
1 Votes
CRM online to on-premise migration
Request a copy of the DB from Microsoft.Answered | 4 Replies | 3252 Views | Created by Jaydeepsatara - Monday, May 13, 2013 6:13 PM | Last reply by James Reinhardt - Tuesday, May 21, 2013 8:48 PM -
3 Votes
Migrate CRM 2011 on-premise to CRM Online
It does strike me that these paths are not optimal for existing small / medium business users of "on-premise" CRM 2011 and that Microsoft should consider further work to ...Answered | 3 Replies | 5957 Views | Created by NJC1 - Tuesday, January 29, 2013 12:39 PM | Last reply by NJC1 - Friday, June 7, 2013 8:11 AM -
2 Votes
Migrating from CRM 2011 on-premise to Online
As previously mentioned in your post you can export the solution and import it into CRM Online/Office365.Answered | 11 Replies | 16382 Views | Created by doireboy - Friday, January 11, 2013 1:01 PM | Last reply by Steven De Waele - Monday, February 2, 2015 12:55 PM -
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How to import data from CRM 4.0 to CRM online
CRM 2011 only, so you would have to stage an upgrade of CRM 4.0 > 2011 on-premise in a temporary environment before using this, which might require a whole lot of effort ...Answered | 5 Replies | 2166 Views | Created by Laurence Earp - Tuesday, March 5, 2013 2:24 PM | Last reply by Laurence Earp - Wednesday, March 6, 2013 3:13 PM -
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Import Contacts and associate with Accounts in Dynamics CRM 2013
First, see the link above from Scott to get the gist of it.Answered | 5 Replies | 4195 Views | Created by Steve-Ex - Friday, March 14, 2014 7:12 PM | Last reply by Steve-Ex - Tuesday, March 25, 2014 2:32 PM -
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Using CRM on Premise with Exchange Online
But now how can I test that email send to account arrive in crm as email activities ?Answered | 8 Replies | 8070 Views | Created by Serge Calderara - Friday, March 25, 2011 9:24 PM | Last reply by Serge Calderara - Tuesday, March 29, 2011 9:45 PM -
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Import contact from Global Address List into CRM contact and account
If you import these as contacts into CRM you will run into problems with email and appointment tracking as there will be multiple records (user records and ...Answered | 2 Replies | 8387 Views | Created by Andy Hung - Friday, June 4, 2010 2:59 AM | Last reply by Neil Benson - Friday, June 4, 2010 9:20 AM -
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Import accounts into CRM
Split your import file into two files (Account and contact).Answered | 2 Replies | 12269 Views | Created by monicodoyle - Saturday, July 11, 2009 10:04 PM | Last reply by EricBoo - Saturday, July 18, 2009 5:30 PM -
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Importing Accounts into CRM
Prepare your Accounts file: In your excel file, rename all of your columns so they match the crm colum names exactly.Answered | 3 Replies | 11638 Views | Created by Kimbo R - Friday, October 30, 2009 7:08 PM | Last reply by Gwyneth.Spacek - Wednesday, January 26, 2011 12:45 AM -
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crm import
Once this is done, import the contacts into CRM Online using the Data Import Wizard, go through the mappings to make sure all the columns from ...Answered | 5 Replies | 12923 Views | Created by foxjazz2 - Friday, November 13, 2009 11:46 PM | Last reply by Jerry Weinstock - CRM Innovation - Friday, June 4, 2010 1:00 PM -
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synchronize CRM online with On Premise
Hi Alexnder, you can use CRM adapter to connect and migration data between two organization.Answered | 1 Replies | 1476 Views | Created by Alexander_DM - Friday, February 20, 2015 9:56 AM | Last reply by Mayank Pujara - Friday, February 20, 2015 10:46 AM -
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CRM 2011 Online and On-Premise Support
For On-Premise is no support included, except you buy additional support via Volume Licensing...Answered | 4 Replies | 2374 Views | Created by CRMBE - Tuesday, January 15, 2013 7:15 AM | Last reply by CRMBE - Friday, January 18, 2013 2:30 PM -
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How to migrate CRM 2011 to CRM online 2011 ?
Just so you know, you can also use Scribe to import your data to CRM Online or contract directly with Microsoft Services to do the same.Answered | 4 Replies | 4956 Views | Created by Mohammad Yusuf Ansari - Tuesday, October 18, 2011 4:12 AM | Last reply by COZYROC - Sunday, November 18, 2012 11:25 PM -
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CRM Account relationship with CRM Contact
From any Account record, on the left-hand navigation bar there is a "Relationships" icon just below "Contacts".Answered | 4 Replies | 5742 Views | Created by Timothy Hays - Tuesday, October 13, 2009 5:55 PM | Last reply by DavidBerry - Tuesday, October 13, 2009 8:57 PM -
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Sharing Account and contact in CRM
How to run my aspx page form my crm contact form when i click a button??Answered | 8 Replies | 5845 Views | Created by Mathan2631 - Wednesday, July 21, 2010 2:42 PM | Last reply by HIMBAP - Thursday, July 22, 2010 7:16 AM -
1 Votes
Issue with Data import from One CRM account to another CRM account
If we upgraded to commercial version how can we access the data base and how they taken the back up and what are the security they provide.Answered | 7 Replies | 3165 Views | Created by CRM Team - Monday, November 28, 2011 5:41 AM | Last reply by Edwin2win - Friday, December 2, 2011 11:11 AM -
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CRM 4.0: Import Contact Relationships
Or you may write a custom .net app to import them through the SDK.Answered | 1 Replies | 8389 Views | Created by JD1492 - Tuesday, August 25, 2009 2:05 PM | Last reply by darrenliu - Tuesday, August 25, 2009 2:09 PM -
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How to migrate the data from CRM 2011 onpremise to CRM 2016 Online
How to move data from on premise to CRM online system?.Answered | 2 Replies | 1006 Views | Created by Mahesh324470 - Tuesday, March 8, 2016 2:17 PM | Last reply by Andrii Butenko - Wednesday, March 9, 2016 2:00 PM - Items 1 to 20 of 301732 Next ›
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