Browse by Tags

All Tags » Data Import » CRM 4.0 (RSS)

Trigger CRM Workflows On Records Created By Import by Ranko

How often do you want to run a workflow only if the record is created through an import? If the answer is “at least once”, read on. The only problem is figuring out how to trigger the workflow. Fortunately the solution is dead simple. Every time you run...

Updating Records With MS Dynamic CRM 4.0 Import Wizard by Ranko

Records update feature is another one of those features I learned to hate in CRM. First we were teased in the Titan previews with it. Then it wasn’t in the RTM of the CRM, and then rumors were that one of the rollups (I forget which one) for CRM included...

CRM Permissions For Data Import by Ranko

The other day I received an e-mail that led me to a fun-to-solve problem with one of our MS Dynamics CRM 4.0 installations. A user informed me that they could see the Imports section within the workplace just fine, but no New button. A quick check of...
More Posts