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Found 228762 threads
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1 VotesImporting data from spreadsheet
It includes adapter for Dynamics CRM and it is based on the flexible SQL Server Integration Services platform and can help you integrate your Excel data in Dynamics CRM.Answered | 5 Replies | 6493 Views | Created by Mark Laming - Tuesday, March 9, 2010 1:04 PM | Last reply by COZYROC - Tuesday, April 26, 2011 10:05 PM
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1 Votes
Importing leads issue when importing from spreadsheet to CRM 4.0
You would think being able to import notes for leads is important enough that Microsoft would just make this part of the import process.Answered | 3 Replies | 3301 Views | Created by Radiant9 - Tuesday, April 10, 2012 5:42 PM | Last reply by Radiant9 - Thursday, April 12, 2012 2:37 PM -
0 Votes
Importing Data from Spreadsheet per Record
CRM users will know what records to open to import the data.Unanswered | 2 Replies | 809 Views | Created by rdt1234 - Monday, November 25, 2013 10:24 PM | Last reply by rdt1234 - Tuesday, November 26, 2013 3:10 AM -
3 Votes
Importing and updating records
We imported the records using the import templates that CRM provides (you just fill them in with your SQL data).Answered | 2 Replies | 6093 Views | Created by davidkerr - Friday, May 13, 2011 5:42 PM | Last reply by Gonzalo Ruiz R - Friday, May 13, 2011 8:38 PM -
1 Votes
Data import question
Hi John, You will need to export your contacts and mark it for reimport so that you can update the existing records again (make sure to include the fields you are updating ...Answered | 2 Replies | 1855 Views | Created by GenghisJohn00 - Friday, January 11, 2013 7:03 PM | Last reply by Adam Vero - Saturday, January 12, 2013 7:51 AM -
1 Votes
Data Import: Associating Entity Records AND Still Populating Field.
ya ,if that is the case we should go to relationship and then go with data mapping where based on relationship type whether its 1:N,N:1 we need to choose it an select the ...Answered | 3 Replies | 2012 Views | Created by davidshq - Tuesday, January 22, 2013 9:23 PM | Last reply by meenakshi Patnala - Thursday, January 24, 2013 6:03 AM -
0 Votes
Importing Data to Show as Invoiced
For a better understanding have a look at this article.Answered | 2 Replies | 1528 Views | Created by M1DGY - Friday, July 5, 2013 11:27 AM | Last reply by Payman Biukaghazadeh - Thursday, July 11, 2013 6:01 PM -
0 Votes
business logic when importing records using Data Import Tool
Hi Raji, you can write a plugin on Create for your entity, it will execute when you will import record for your entity.Answered | 1 Replies | 5889 Views | Created by Raji kambar - Monday, December 27, 2010 12:29 PM | Last reply by HIMBAP - Monday, December 27, 2010 2:42 PM -
5 Votes
Retrieving data from CRM on creation of record - Possible?
In Excel select import data than select ODBC than select filteredOpportunities than select required Coulmns apply filters.Answered | 7 Replies | 5261 Views | Created by akshay2386 - Monday, March 14, 2011 3:54 PM | Last reply by Faisal Fiaz - Tuesday, March 15, 2011 1:05 PM -
2 Votes
Data Map and importing
Just driving me nuts why I can't import the data :-( cheers carol annAnswered | 12 Replies | 6948 Views | Created by cah26 - Thursday, June 11, 2009 6:19 AM | Last reply by Leon Tribe - Tuesday, June 16, 2009 1:46 PM -
0 Votes
Updating Fields in Existing Records with Data Import?
You can assign lookups during new data imports, just not re-imports.Answered | 13 Replies | 20991 Views | Created by Sara Tsoodle - Wednesday, April 8, 2009 4:31 PM | Last reply by Penny22 - Wednesday, November 13, 2013 8:19 PM -
0 Votes
Bulk record update without import
Can I Export subset of data (some attributes only) instead of whole data and then calculate the new attribute value based upon them and reimport just subset of ...Answered | 12 Replies | 6289 Views | Created by Jhelumi786 - Wednesday, September 1, 2010 10:54 AM | Last reply by Donna Edwards - Thursday, September 2, 2010 4:35 PM -
0 Votes
Importing records as update
I exported around 16870 Accounts to a static worksheet and ticked 'Make this data available for re-importing' in order because I just want to update the ...Answered | 7 Replies | 3003 Views | Created by ms_crm - Tuesday, March 13, 2012 2:10 PM | Last reply by Rob Boyers - Monday, November 5, 2012 10:56 PM -
0 Votes
Import project level data only from excel into Project Server 2010
As you already know, it is not possible to use the Import Wizard unless you have at least task data in those spreadsheets.Answered | 4 Replies | 1772 Views | Created by Miller_JR - Wednesday, December 3, 2014 2:58 PM | Last reply by Miller_JR - Wednesday, December 3, 2014 4:19 PM -
0 Votes
Problem with some records when importing from .CSV
Open the source sheet in Excel and browse along one of the records failing and see if the contents box at the top leaps to larger than one line that might be the giveaway.Answered | 4 Replies | 5614 Views | Created by Dave Challen - Saturday, October 17, 2009 7:06 PM | Last reply by Dave Challen - Sunday, October 18, 2009 6:40 PM -
0 Votes
Data Import from SQL Server
You should check out the built in Data Import functionality if you have fairly simple data that you can get into a file.Answered | 2 Replies | 4109 Views | Created by WPF_Dev - Thursday, March 8, 2012 4:53 PM | Last reply by Ahmet Çankaya - Friday, March 9, 2012 7:54 AM -
0 Votes
Import Data Wizard Business Unit
A: If you're importing data all the records will be first validated if the lookup value (in your example parent organization) which you would like to point exist.Answered | 2 Replies | 7134 Views | Created by Eegi - Tuesday, January 19, 2010 3:28 PM | Last reply by Eegi - Wednesday, January 20, 2010 8:04 AM -
2 Votes
Data import file size limits
It took a few attempts to get it right and thankfully I followed good advice and imported a sample file of 20 test records before moving on to larger volumes ...Answered | 9 Replies | 9639 Views | Created by NettSales - Thursday, October 28, 2010 1:54 PM | Last reply by NettSales - Tuesday, November 2, 2010 12:06 PM -
1 Votes
CRM 4.0 Import one FIELD into an existing record
To update data in MS CRM, it seems you need to install a tool (I haven't tried it yet) called CRM Data Import Tool.Answered | 12 Replies | 10734 Views | Created by gsxrian99 - Wednesday, December 10, 2008 9:05 PM | Last reply by Scott Sewell, Hitachi Solutions - Wednesday, March 25, 2009 9:53 AM -
0 Votes
How to delete imported Data?
I always recommend to use Data Migration Manager as this records/remembers the imported data and can be reverted back (deleted) in case you have to.Answered | 7 Replies | 5525 Views | Created by sebastian.mayer.67 - Thursday, July 15, 2010 7:24 AM | Last reply by Gagandeep.Singh - Sunday, July 18, 2010 6:54 PM - Items 1 to 20 of 228762 Next ›
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