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Microsoft CRM - import Data from Excel

Microsoft CRM - import Data from Excel

import Data from Excel

Posted: 19 Feb 2005 01:41 PM PST


Hi,

Because for example like we export Data from MS CRM, then you make some
changes in Excel and that you want to get in the history of each contact.
Other thing there are Excel sheets with information from different contacts
and each information should be suited in the history of a contact.

Thank you
Vin



"Gill" wrote:
 

CRM Development.

Posted: 19 Feb 2005 01:57 AM PST

Mike,
You can find it on this link
http://download.microsoft.com/download/8/a/9/8a91f3c2-21cb-4076-9489-f7978864e4ba/AccountTeam.exe
Thanks,
Maruf

"MikeP" wrote:
 

slugs no more

Posted: 18 Feb 2005 06:53 AM PST

Matt,

Thanks, I restarted the workflow service and it worked OK.

It does work for custom fields too.

Cheers,

Cathy

"Matt Parks" wrote:
 

Millions of contacts in CRM

Posted: 18 Feb 2005 03:55 AM PST

Keep security as simple as possible, preferrably one business unit with
everyone having access.

You can limit what people see by changing the default views to limit data
returned. You have to do this by exporting the system customizations,
editing the XML for the default views, then making the changes. Don't
worry, you can deal with that problem when you get to it.

Another option would be to create a custom search screen for the users and
replace the base search screen with that.

What type of environment is this? Sales? Service? I can make more
recommendations, but I need to know how the users will interact with the
system.

"Fred Caldera" <microsoft.com> wrote in message
news:com... 

Sharepoint "webparts" for mscrm

Posted: 18 Feb 2005 02:51 AM PST

Did you do this by access the db directly with sql queries or via the
platform webservices.


Antoine wrote: 
not that 
now 
numerous 
anyone 

Uniqe field in CRM

Posted: 18 Feb 2005 02:12 AM PST

Thanks Matt

That explains why I can't find where to set the unique identifier setting :-)

How much troubble is it to set up such a import routine. I am new to CRM(you
proberly guessed that).

If you have an example lying around or have some good pointers I would love
to get my fingers on them.

At this point I am waiting for 2 crm books to arrive by mail so I can figure
out what I installed. Our need is proberly more an "out of the box solution",
but I will try and see if I can't make this work and when my boss and sales
people likes it, there will be room for some proper implemntation.

Regards

Tim

Tim

"Matt Parks" wrote:
 

Sharepoint

Posted: 18 Feb 2005 01:46 AM PST

Just to give you a bit of an idea, we have our server as well as a couple
client installs with Sharepoint services (not portal), MS CRM, SQL, AD, DHCP,
DNS, blah blah blah all on the one server machine, and we also use SonicWALL
TZ170w in which we sell also, that we use to access this server via VPN and
also access the server locally and it works like a charm. Remote desktop to
both that server and our web MS CRM On-line Demo.
So even though Microsoft definatly do not recommend that all those services
be on the one server it does work!
The install of Sharepoint is a tricky one which too a couple attempts just
follow the steps carefully. We have just used Sharepoint services not Portal.
Good luck.

Hope that gives you an idea,
cheers,

Nathan

"Antoine" wrote:
 

Change the label in bottom menu.

Posted: 17 Feb 2005 12:07 AM PST

thanks for response :
Unfortonatly MS CRM is not released in our langauge - too small marke
for microsoft to worry about customizations

Sharepoint Services on server running CRM

Posted: 16 Feb 2005 01:55 PM PST

Just to give you a bit of an idea, we have our server as well as a couple
client installs with Sharepoint services (not portal), MS CRM, SQL, AD,
EXCHANGE, DHCP, DNS, blah blah blah all on the one server machine, and we
also use SonicWALL TZ170w in which we sell also, that we use to access this
server via VPN and also access the server locally and it works like a charm.
Remote desktop to both that server and our web MS CRM On-line Demo.
So even though Microsoft definatly do not recommend that all those services
be on the one server it does work!
We have had no issues what so ever!
Hope this helps.

Cheers,
Nathan


"Alphonse" wrote:
 

Microsoft CRM redeployment - user mapping

Posted: 14 Feb 2005 08:35 PM PST

In addition to my first reply you should also search the deployfile for
mapping type="computer"
You should only find it once. If you find it twice - delete the second
instance as in
<mapping type="computer blablabla /> (it is a few lines long - make sure
that you get the entire string. Again one must be present - not two - it does
not matter which one you remove.

"Pete" wrote: