Microsoft CRM - Data Migration Framework Guide Documentation question |
- Data Migration Framework Guide Documentation question
- delete contracts
- Customized Contact fields.
- (Newbie) Install Advice
- DMF : How to populate the cdf_account_ext table?
- More help required for ACT to CRM migrat
- Thousands Excel customer details, how to import to CRM?
- Online screen changes not offline
- Activities lost when converting to Account
Data Migration Framework Guide Documentation question Posted: 25 Apr 2005 11:55 AM PDT Never mind. I was able to locate the disks that we had in the office. I apologize for the mixup. Keener "Keener" wrote: |
Posted: 25 Apr 2005 08:50 AM PDT Thanks Andreas for your answer. I found this on the MS site: CRMContract.Delete Method The Delete method deletes a contract. Syntax [Visual Basic .NET] Public Sub Delete( ByVal Caller As CUserAuth, ByVal ContractId As String ) [C#] public void Delete( CUserAuth Caller, string ContractId ); [C++] public: void Delete( CUserAuth* Caller, String* ContractId );Parameters Caller Specifies the identity of the caller. To perform this action, the caller must have the prvDeleteContract privilege and access rights on the object to be deleted. See CUserAuth. ContractId Specifies the ID of the contract to be deleted. Return Value No return value. Remarks If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail .OuterXml. All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3} I'd like to know if someone already tried implementing this method..is it working? Would also like to know, in case it is working fine, does it work for a contract which is in: Invoiced, Cancelled or Expired? Thanks Eric "Andreas Donaubauer" <de> wrote in message news:eaENr$phx.gbl... |
Posted: 25 Apr 2005 08:14 AM PDT If you only have two more fields to add to your contact form, I would recommend simply "hijacking" some existing fields of the appropriate type (picklist, datetime, etc.) that you are not using. You can rename them on the form. I'd be careful about deleting fields (as Peter says, it is unsupported) and you don't necessarily know what the ramifications will be. Matt Wittemann http://icu-mscrm.blogspot.com "BizWorld" wrote: |
Posted: 25 Apr 2005 07:46 AM PDT Thank you Peter, The vote of confidence is well accepted. I have been unable to locate the source ,so far, but I am sure if I keep looking I will find it. Thanks again. I will probably be back for help later..... Liam "Peter Lynch" wrote: |
DMF : How to populate the cdf_account_ext table? Posted: 25 Apr 2005 06:43 AM PDT You mean the identifier in my source table should map the identifier in my destination tables (cdf_account and cdf_account_ext) ? So a record from the source to the destination (cdf tables) should have the same ID ? Many thanks :) Michael "Ronald Lemmen" wrote: |
More help required for ACT to CRM migrat Posted: 22 Apr 2005 04:39 PM PDT Can i import Activities and Groups from ACT to CRM using Scribe soft crm insight.....? |
Thousands Excel customer details, how to import to CRM? Posted: 22 Apr 2005 08:59 AM PDT OK, I'm going to use the second option: to use the Data Migration Framework. 1. Use SQL Server Data Transformation Services to extract you data from Excel into the interim CDF database; 2. Run the data migration tool to load the data into CRM. I think there are many people in this newsgroup have been done it, :) Does anyone can show us a tour to how to do it? Simply, we have 5 .csv files, each contains [Name] [Address] [Accounts]. How can we import them to CRM? (There are some links in [Accounts], so we can't import it by CRM directly) Thanks. |
Online screen changes not offline Posted: 22 Apr 2005 07:43 AM PDT Hi, I found that when making form changes, after deploying it and restarting IIS, you have to open up outlook (close it if it was open) and then click on the root microsoft CRM folder (not on accounts or any other of the sub folders). You will notice the first time you click on it, it takes longer to load than usual, and during this time it seems to synchronise any form changes. RexW |
Activities lost when converting to Account Posted: 22 Apr 2005 04:48 AM PDT Thanks Matt - at least I can stop looking now. ian "MattNC" wrote: |
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