Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Need a Checklist for Every Time You Import Data into Dynamics CRM? We Did Too.

We don’t think we should be the only ones making speedy, efficient imports into Dynamics CRM. Because there’s more than a few necessary steps, we developed this checklist as a way to ensure that data is imported correctly and follows best practices.  Now, we’d like to share it with you. 

Getting the Website URL When Importing Leads Into CRM

Ever received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.

Dynamics CRM 2011’s Awe Inspiring Excel Export and Import Capabilities

Have you ever been working in CRM and wish you had a way to quickly create (or update) a bunch of records just like you can in Excel?  In many cases individuals just starting to use CRM are more comfortable with Excel spreadsheets and find that, while CRM offers many benefits over Excel, entering and updating records using Dynamics CRM can feel like it is slowing them down.

With Dynamics CRM 2011, Microsoft has rolled out significant enhancements for exporting and importing Excel data that makes data entry in Microsoft Excel a simple process for any user.  Read on to understand how this functionality is designed and how to put it to use!

Thanks to UR9 - You can update CRM data using Excel!

When CRM 4.0 was first released you could update CRM data via the Import wizard. But then, for no apparent reason, they took this feature away with UR1.

Well, they've added it back, apparently with Update Rollup 9.  Read full blog for additional information...

Options for Data Migration and Integration

With Microsoft Dynamics CRM 4.0 there are so many options for migrating, integrating and bulk updating data that it can be quite confusing. This entry presents many of the options and the appropriate time to use each.

 [NOTE: This is a summary - read the full BLOG for more info]