The Microsoft Dynamics CRM Team Blog
News and views from the Microsoft Dynamics CRM Team

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  • Blog Post: Data management for Activity Feeds entities

    We just released Activity Feeds for Microsoft Dynamics CRM. With most new features come the additional amount of data introduced with it and this is also true for Activity Feeds. Every time a user creates a post or a comment, a record is created. Every time an auto post is generated, another record...
  • Blog Post: R4 Import Data Wizard - Tips and Tricks

    The new Microsoft Dynamics CRM Online “Import Data Wizard” supports .csv, .txt and .xml file format for source data input. It also supports upload of multiple files in one Import session in compressed file format (.Zip). A .zip file can include files of .csv, .xml, or .txt file types. All files in a...
  • Blog Post: Importing Data from Salesforce.com to Microsoft CRM Online - Part 3

    Welcome back!! I hope you are enjoying the powerful and easy to use Microsoft CRM in your day to day activities. This post is the last in series of the Importing data from Salesforce.com – Part 1 and Importing data from Salesforce.com – Part 2 blogs. In the previous post I had covered the entity mapping...
  • Blog Post: Driving better data habits in Microsoft Dynamics CRM through scoring

    Good data in a CRM system is critical to its ongoing success and usefulness to a business. Months or even years after you have successfully deployed the system, the real measure of its success is how much the system is being used and the value being returned by the system such as better insight into...
  • Blog Post: Microsoft Dynamics CRM Automatic Customizations

    Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of enhanced Import Data Wizard, follow the link Introducing...
  • Blog Post: Data Wizard: Using field delimiters characters in data source files

    The enhanced Import Data wizard released in Microsoft Dynamics CRM Online November 2009 Service Update supports different formats of input source data file such as XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Text (.txt) and compressed files (.zip). For more information on supported file...
  • Blog Post: Microsoft Dynamics CRM Online Data Import tool

    On Codeplex there is a tool for Microsoft Dynamics CRM On Premise  that allows you to modify records and then re-update the CRM system with them. There are two advantages to this tool. The first is that you can update the records in a grid view and the other is that you can export the records to...
  • Blog Post: CRM Usage Reporting Unleashed

    Our CRM MVP guest blogger for today is David Jennaway who is the technical director at Excitation. A frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather detailed usage information by writing plug-ins,...
  • Blog Post: Using the Microsoft Dynamics CRM Online Import Wizard

    I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM is using the Track in CRM capabilities available...
  • Blog Post: Microsoft Dynamics CRM Pre-Filtering Tips

    CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality.  Although this is a great feature, it is often an area that is not fully understood which can lead to someone...
  • Blog Post: Fixing Report Snapshots in CRM 4.0

    Problem: V4: Report snapshots are never generated when scheduling a Report in CRM v4.0 Cause: When the report snapshot is being generated, CRM Data Connector for SQL Server Reporting Service (SSRS) attempts to verify the identity of the calling user, it failed in several reasons: 1. We verify...
  • Blog Post: Dynamic Export to Excel feature – How to protect data over the wire

    One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data without having to pull up the web client and do...
  • Blog Post: Dude, Where’s My Space?

    Those Zune guys make it look so easy: Zune 4 = up to 1,000 songs, while Zune 120 = up to 375 hours of video. But of course, they’re looking at average file sizes, and the “up to” acknowledges that not every song is exactly 4MB. Your business data isn’t MP3s and videos, but it’s...
  • Blog Post: “Poor man’s” Business Intelligence for Microsoft Dynamics CRM

    CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft Dynamics CRM to make better decisions,...
  • Blog Post: Use Shared Data Source for custom Microsoft Dynamics CRM reports

    Meet guest blogger Jim Wang, Microsoft Dynamics CRM MVP. He is a technical consultant working for 2B.net , an UK based consulting company. He has been working on Microsoft Dynamics CRM since version 1.2. Recently I have been asked to modify some reports. In my current project we have 4 environments ...
  • Blog Post: Auditing Report Execution using the ReportServer Database

    We welcome our guest blogger David Jennaway who is the technical director at Excitation and a CRM MVP. Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own SQL database that contains information that can be useful. In this...
  • Blog Post: Data Migration and Import: Using field delimiter characters in the source files

    To run data import and data migration, you have to prepare a source file that contains the data you want to import. The data source files must be formatted as comma-separated values (CSV) files. The field values in the source file can be separated by commas, tabs, or other characters that are defined...
  • Blog Post: Business Data Catalogue (BDC) and Microsoft Dynamics CRM

    Business Data Catalogue (BDC) is one of the very exciting features of SharePoint. It got introduced in SharePoint 2007. This gives a declarative way to connect SharePoint to business applications such as standard ERPs, CRM, home grown apps etc. It supports direct DB access as well as access through Web...
  • Blog Post: Running Data Import: How to Save and Retrieve Parsed Data

    The data migration and import features let you upload data from various customer relationship management systems and data sources into Microsoft Dynamics CRM. You can import data into standard and customized attributes of most entity types, including custom entities. To run data import and data migration...
  • Blog Post: Data Migration Manager Tips and Tricks

    Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone and use same regional settings. 2. In the Internet...
  • Blog Post: Accessing a SQL Database from a Microsoft Dynamics CRM Plug-in

    Have you ever had the need to access data in a non-CRM SQL database from within a plug-in? Let’s say that you register a plug-in with Microsoft Dynamics CRM that will pull additional data from another SQL database in order to pre-populate a newly created entity’s attributes or perform some...
  • Blog Post: Use Workflow to Configure Business Data Auditing in Microsoft Dynamics CRM 4.0

    Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is a common requirement with business applications...
  • Blog Post: Converting from Business Contact Manager to Microsoft Dynamics CRM

    Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM. Method 1: Microsoft Dynamics CRM 4.0 Data Migration...
  • Blog Post: Microsoft Dynamics CRM 4.0 Data Migration Performance

    This blog post is intended to provide necessary information regarding performance of the Data Migration feature. I will provide some details on the tests and results on a specific hardware environment and some guidance on the deployment side when performing a high volume data migration. Hardware Configuration...
  • Blog Post: Advanced Data Migration Map Editor for CRM 4.0 - Redux

    Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of functionality. But, when it came to advanced data...
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