Bring Him Home…
For more than 6 years I have been selling Microsoft Dynamics CRM to a wide spectrum of customers in the financial services industry, and a significant part of my pre-sales role involves building and delivering demonstrations of our software to a variety of audiences, from senior business executives through to enterprise architects. Over the years my knowledge of the industry has grown (particularly in the business/commercial/corporate banking sector) and I have developed a number of demos that help me sell the value of CRM, and that go well beyond the out-of-box configuration and sample data.
One of the challenges I face is there is never enough time to package up each demo (configurations, sample data, customisations, demo scripts etc.) to a sufficiently high quality level for someone else to be able to make use of quickly & easily. For example, over the last few months I have built and refined a fairly comprehensive demo around some business banking requirements, but trying to explain how all the moving parts work would take me ages. Instead, I’ve opted to write a series of short blog posts to show off different aspects of the demo. I’m not sure how far I’ll get, but since it’s fairly quiet in the office over the next couple of weeks (it is summer vacation time after all), this would seem as good a time as any.
OK. Let’s start at the end. For those of you adventurous folk who want to go mad and just get the whole demo, I have packaged up a number of files and uploaded them to my Microsoft SkyDrive here - http://sdrv.ms/O5g2Q4.
P.S. I got the new “Windows 8” look SkyDrive today. Nice, isn’t it!
The first thing you’ll see is a folder called v22.214.171.124, which contains the current version of the demo. Over time, I will be adding new features and creating new version folders accordingly. My plan is to make full use of the CRM solution packaging architecture to allow new versions to be installed over the top of previous versions.
So what’s in the folder?
To get up and running quickly, you should use the following steps.
Now if you’re wondering why I split the demo data out into three separate imports, then wonder no more. The data in the first two .ZIP files is static and never changes. However, the data in the third .ZIP file is dynamic and changes every time you use the Excel data generator. The beauty of this approach is that if you want to refresh your demo data, you simply uninstall the .CSV files imported from businessbanking_1_0_0_1_Data_3.zip, re-run the Excel data generator, copy the new set of .CSV files and into businessbanking_1_0_0_1_Data_3.zip and re-import. Don’t forget to disable Workflows & SDK Message Processing Steps before you start deleting and importing data.
This posting is provided "AS IS" with no warranties, and confers no rights.
When not working with Microsoft Dynamics CRM, Simon can be found singing with The Chain Gang. Berkshire's leading live Soul, Funk, Disco and Motown function band.
Using this Business Banking solution , we found errors for data import during the setp 12.(static data) , do we have any way out for that.
we are also facing issue in the mapping for the note.csv file
please guide as soon as possible for the same .
Error for that is duplicate data , is this error due to static data we have in crm and we are importing data from the given package ??
do we need to create any workflow in the solution for duplicate data management so that at the time of import we can check for the duplicate data to avoid error during import .
Please try to install update rollup 8
This is very helpful - thanks for sharing.
Any chance you have an updated version that works with CRM 2013?