We also offer live training at very competitive rates.  Using Windows Live Meeting, we are able to schedule training, sometimes the same day as requested.  Please call (240) 280-2241 or email Training@MuchmoreBI.com to schedule your own training.

Here is our list of tips in progress:

How do I merge records in Microsoft CRM?
Please click the link to see the "Quick Sheet" screen shot answer to this question.

How do you import records into Microsoft CRM using that have lookup references?

Importing Records into CRM using the Import Wizard (and automatic data map)

The column headings in your import file need to exactly match the names of CRM fields.  One way to assure this is to do an advance find on the record you will import, select the columns that you will import, export that file to Excel and use the headers from CRM as the headers in your import file.

Save your import file as a CSV (MS-DOS).

Navigate to Settings > Data Management > Import Data > New  to start the import wizard

Browse to your file > Click OK (the comma and separator types should be correct)

Select what type of records you want to create.  The data map should appear as “Automatic”.  This is the only way that the import will work with lookup references, so if the data map does not populate, go back to your file, check your column headers and start the import over. 

When you get the "Automatic" data map, click through the wizard.

You can then watch the job process by clicking the recycle symbol at the top right of the import list.  When it’s complete, it will show you the number of successes and failures with links to the successfully created records.

MBI does data imports into CRM using both the import wizard and the Data Migration Manager (DMM).  Please contact us for more information and an estimate.  It is helpful to have a sample of your data.