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Import Data – Watch Out for the Hyphen and Dash
On a recent Data Migration project, I needed to trouble-shoot imports from various Excel and Word data sources into Microsoft CRM entities such as Account, Contact, Notes, etc. I had used the new...
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Migrating “Marketing Lists” between CRM 4.0 to CRM 2011 with Excel
One of our clients asked us to help them migrate some of their existing marketing list data from the older CRM 4.0 into another CRM 2011 environment. This process would not be necessary if the system...
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Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM...
Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013. This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 /...
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Scribe Custom Query Filter – Yesterday and Tomorrow Functions
One of my favorite Scribe Insight capabilities is the Custom Query for Microsoft Dynamics CRM adapter. Custom Query option in the Configure Source dialog box enables you to filter the source data,...
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Migrating “Marketing Lists” between CRM 4.0 to CRM 2011 with Excel
One of our clients asked us to help them migrate some of their existing marketing list data from the older CRM 4.0 into another CRM 2011 environment. This process would not be necessary if the system...
View ArticleClik here to view.
Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM...
Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013. This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 /...
View ArticleClik here to view.
Migrating “Marketing Lists” between CRM 4.0 to CRM 2011 with Excel
One of our clients asked us to help them migrate some of their existing marketing list data from the older CRM 4.0 into another CRM 2011 environment. This process would not be necessary if the system...
View ArticleClik here to view.
Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM...
Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013. This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 /...
View ArticleClik here to view.
Migrating “Marketing Lists” between CRM 4.0 to CRM 2011 with Excel
One of our clients asked us to help them migrate some of their existing marketing list data from the older CRM 4.0 into another CRM 2011 environment. This process would not be necessary if the system...
View ArticleClik here to view.
Scribe Adapter for Microsoft Dynamics CRM 2013 and Migrating CRM 4.0 to CRM...
Scribe Software has released the Scribe Adapter for Microsoft Dynamics CRM 5.5 on November 1st, 2013. This latest version of the Microsoft CRM Adapter supports Microsoft Dynamics CRM 4.0 or 2011 /...
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