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Microsoft Dynamics CRM Online Team Blog

This blog is focused on Microsoft Dynamics CRM Online (crm.dynamics.com).

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  • The views expressed in this blog are those of the individual and do not necessarily represent those of Microsoft. This information is provided by way of general information only and should not be relied on without obtaining independent expert advice. These postings are provided "AS IS" with no warranties and confer no rights. You assume all risk for your use.

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Parsing Full Name Into Separate Name Fields
Assume you are going to import Contacts into CRM using the Import Wizard. The file you are going to import has the Contact full name in 1 column. When attempting to import the Contacts using the Import Wizard you will receive an message that the Full Read More...
Posted: Thursday, August 20, 2009 9:45 PM by Eric Boocock | 0 Comments
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CRM Sample Data – Product Fix
Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to an opportunity? Nothing there! You look and see the products have been imported but notice the warning: There are 295 products added as a part of the sample Read More...
Posted: Friday, July 10, 2009 11:35 AM by Eric Boocock | 1 Comments
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Time to Renew Those Expiring Partner Demo Orgs
Partners are starting to get notifications stating that their demonstration environments are about to expire. Per the Terms & Conditions of the Partner Demo Offer, this environment “ *cannot be upgraded or renewed. This offer is only open to partners Read More...
Posted: Monday, May 04, 2009 3:54 PM by Eric Boocock | 2 Comments
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Tips for a successful import using the 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 Dynamics CRM is using the Track in Read More...
Posted: Tuesday, January 20, 2009 4:04 PM by Eric Boocock | 5 Comments
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Importing Sample Data into Microsoft Dynamics CRM Online
*Instructions are as-is and is intended to provide guidance to the process to importing sample data into CRM Online Downloads: Microsoft Dynamics CRM Online Data Migration Manager Once installed, the Data Migration Manager can only be used against a single Read More...
Posted: Friday, October 31, 2008 9:34 AM by bgalicia | 2 Comments
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Bulk Export Tool Tip
http://www.codeplex.com/mscrmbulkdataexport Eric recently blogged on the Bulk Export Tool available from CodePlex. http://blogs.msdn.com/dynamicscrmonline/archive/2008/04/30/bulk-data-export-tool.aspx This is a well written and very easy to use tool to Read More...
Posted: Tuesday, June 24, 2008 12:00 PM by JonWhite | 3 Comments
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Import Data Tip
When using the import wizard to import CSV files into Microsoft Dynamics CRM, you can speed up the mapping process by loading some sample data into the wizard. <Load Sample Data> Make sure you sample data does not have empty data in a column or Read More...
Posted: Tuesday, June 17, 2008 8:29 PM by JonWhite | 2 Comments
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Data Migration with CRM Online
I just finished recording a CRM Online Data Migration video focusing on: CRM Import Wizard Data Migration Manager - Sample Data Import Data Migration Manager - Related Account.csv and Contact.csv files In the last video I demonstrate how to map separate Read More...
Posted: Monday, June 16, 2008 3:52 PM by Eric Boocock | 3 Comments
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