Import Data to Microsoft Dynamics CRM 2011 – Using Import Template

Friday, July 20, 2012

Import Data to Microsoft Dynamics CRM 2011 – Using Import Template Microsoft Dynamics CRM 2011 simplifies the data import process using the Import Template. Using the Import Template allows users the skip the attributes mapping process, as the template contains the application attribute names and automatically identifies the imported entity. To download the the Import Template go the grid for the target entity, click the Import Data button sub menu and select ‘Download Template for Import’. After opening the downloaded file in Excel, notice all of the Entity attributes are represented as columns with the attributes...
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Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011

Friday, August 12, 2011

Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011 In Microsoft Dynamics CRM 2011 data can be exported to Excel file. This feature can be used to update CRM data externally and then import back while updating the matching CRM records. When exporting data to Excel, select the ‘Static worksheet option’ and check the ‘Make this data available for re-importing’ checkbox.   Off course, the re-importing functionality relies on the CRM records GUIDs to uniquely identify each CRM records that requires an update. But when you open...
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