Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around product and price information, regarding how it is presented and what actions are allowed on […]
How to Import Primary Contacts
The Import Wizard in Dynamics CRM can do a lot more than what may initially seem possible. I’ve covered some of these features in a previous article called CRM 2011 Data Import Wizard in Practice. Among these capabilities is the possibility of importing records to different entities that have multiple relationships connecting them in both […]
CRM 2011 Data Import Wizard in practice
Data migration typically isn’t the most joyful part of a CRM implementation, but you really need to pay attention to carefully importing all the relevant customer data it if you want the users to adopt the CRM system as an integral part of their day to day activities, rather than yet another business application searching […]
Attribute maps and importing customizations
After performing the basic installation of MS CRM, you will have a system that contains the default entities with all their fields, forms and so on. The next step will be to modify the entity customizations to suit the business needs of the organization. Typically there will be a development and/or test environment where the […]
