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Category Archives: Data Import
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 was upgraded but unfortunately … Continue reading
Posted in CRM 2011, CRM On Premise, CRM Online, Data Import, Microsoft Dynamics CRM
Tagged Marketing Lists, Migration
1 Comment
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 November Release (R4) of the Import Data Wizard for Microsoft … Continue reading
Posted in Data Import
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