Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard


I often get asked what is the best way to import existing Outlook Contacts to Microsoft Dynamics CRM.  If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add Contacts Wizard”.  Here is the link to the How To: Importing Outlook Contacts into Microsoft Dynamics CRM Online using Add Contacts Wizard article written by one of our consultants detailing the steps and our deployment approach.

Also, here are some useful links that I often reference regarding Microsoft CRM Outlook:

CRM-Outlook Field Mappings

Propagating Deletes on Items Synched between Microsoft CRM and Outlook

Synchronizing CRM Contacts I do NOT own to my Outlook

Duplicate Detection in Outlook

Enjoy!

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Posted in CRM Online, Microsoft CRM Outlook Client, Outlook Contact Import | Leave a comment

How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension


Here is a wonderful step by step guide written by one of our consultants on creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension.  I love this new design – building custom reports for Micrsooft CRM Online is so much easier now and with this appraoch it leverages the same reports development tool as for On Premise.  Win – Win!

 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in BIDS Report Authoring Extension, CRM 2011, CRM Online, Microsoft CRM, ms crm 5.0 | Tagged | 2 Comments

Microsoft Dynamics CRM 2011 Client Beta updates available on Microsoft Update


The Microsoft Dynamics CRM 2011 Client Beta update for both Online and On-Premise are avaiable via Microsoft Update services.  Since it is part of the Microsoft Update – one less thing to setup a reminder for.  I like it.

If you would like to install the updates manually, you can download them from the Microsoft Update catalog:
http://catalog.update.microsoft.com/v7/site/Search.aspx?q=crm
  
For moe details on this feature – check out this blog.
 
 
 
 

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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

 

 

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Microsoft CRM 2011 "CRM 5.0" What’s New


What’s new in Microsoft Dynamics CRM 2011 “CRM 5.0”?

 

Here are two excellent links with the details:

  
CRM 2011 On-Premise and Online (hosted by Microsoft) are currently in Beta and is available to the public, here is link to sign-up to try it out:
http://www.crm2011beta.com

Another link to more 2011 blog articles.

 

The new features are amazing – one of my favorites is the Role-based forms and views.  I will post more observations – so stay tune.

  
 
 
 
 
 

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Frank Lee, Microsoft CRM MVP
Workopia

Posted in CRM 2011, Microsoft Dynamics CRM, MS CRM 4.0, ms crm 5.0 | Tagged , , | Leave a comment

June 2010 Update Available – Microsoft CRM Online Outlook Client


Good news for the folks using the Microsoft Dynamics CRM Online Outlook Client on Microsoft Office Outlook 2010 – the June 2010 update is available and one of the nice update enhancements is to set the CRM Menu on the Home Ribbon vs. the Add-ins.  This has been a popular enhancement request from CRM Outlook 2010 users.
 
 
Pre June 2010 Update Office Outlook 2010 CRM Ribbon:
 
After applying the June 2010 Update:
 
 
To obtain the latest update: Run the Microsoft CRM Update from the Outlook CRM Menu or from the Start >> Programs >> Microsoft CRM Program "Update":
 
 
 
 
 

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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Customization Import – Common Issues


Here are some common issues encountered when importing Microsoft Dynamics CRM 4.0 customizations and how to resolve them:
 
1. Update Rollup 2 or above
You can export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed, and then you can import those customizations into a server that has Update Rollup 11 installed. You can also export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 11 installed, and then you can import those customizations into a server that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed.
 
I would recommend matching the Microsoft CRM environments with the same Update Rollup going forward.
 
 
 
2. Customization file size too large
 

 
 
3. Between Microsoft CRM Online and Microsoft CRM On-Premise
 
 
 
4. Between an upgraded Microsoft CRM (3.0 to 4.0) and a baseline 4.0 envionment
 
 
 
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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Advanced Find: Display All Activities related to Contacts in Marketing List


Here is a sample Microsoft CRM Advanced Find setup to display All CRM Activities related to Contacts in a Marketing List:
 

 

 

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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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