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Good CRM Resources

1. Microsoft VPC Software – Allows running a virtual machine, required for item 2 in this list
http://www.microsoft.com/downloads/details.aspx?FamilyId=04D26402-3199-48A3-AFA2-2DC0B40A73B6&displaylang=en

2. MS Dynamics CRM 4.0 VPC – A virtual machine that allows you to play with the application in a isolated environment. It is recommended to allocate at least 2 GB RAM for the virtual machine.

http://www.microsoft.com/DOWNLOADS/details.aspx?FamilyID=dd939ed9-87a5-4c13-b212-a922cc02b469&displaylang=en
(Notice the expiration date, April 2009 which is past due, but the machine it still operational)

3. My blog dealing with various CRM issues, including a post about re-import data into the application to update existing records
http://blogs.microsoft.co.il/blogs/rdt/

4. Microsoft Dynamics Community – a huge portal for blogs, forums and communities for Microsoft Dynamics CRM
https://community.dynamics.com/crm/home.aspx

5. Email to case component – Converts email that arrives to a Queue into Case
http://blogs.msdn.com/crm/archive/2008/02/19/e-mail-to-case-lead-using-crm-4-workflow.aspx (using the workflow)
http://c360.com/EmailToCase.aspx (This is not a free component)

6. Using the Reports Wizard tutorial
http://channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40--Report-Wizard-with-John-ODonnell

7. Implementation Guide – This document describes the planning and maintaining best practices of the application in depth.
http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714&displaylang=en

8. Microsoft CRM Accelerators Program: These are Microsoft recommended ISV components which you can download and use free of charge. They supply useful functionality such as application notifications registration, Analytics and more
http://www.codeplex.com/crmaccelerators

9. Example of how to use the workflow engine to perform a repeating scheduled task
http://blogs.microsoft.co.il/blogs/rdt/archive/2009/02/10/how-to-create-a-repeating-schedule-work-flow-rule.aspx

How to use the Data Enrichment (re-import) feature in Microsoft Dynamics CRM 4.0

How to use the Data Enrichment (re-import) feature in Microsoft Dynamics CRM 4.0 (although officially, it doesn’t exist…)

The Data Enrichment feature allows updating existing data by exporting it from Microsoft Dynamics CRM 4.0 to Excel, modify it in externally and then re-import it, updating the existing records with the new data. This feature is very useful in scenarios where mass update is required for existing data or when you need an external party to add data to your existing CRM records.
Unfortunately, this useful feature was removed from the Microsoft Dynamics CRM 4.0 RTM version. I am not sure why, some claim it is potentially harmful and can make a mess of existing data.

The surprising news is that you can still use this non existing feature. How? Here is an example:

In this example scenario, I want to update all my contacts with new data: email address.

1. Select an existing view or edit a new view using the Advanced Find. Make sure the columns you want to add data to are included
   

2. Export the view data using the ‘Export to dynamic worksheet’ option and save it.
   
3. Open the exported file, select all records, go to the Format menu, select Column sub menu and then the Unhide option. A new column should appear, containing the records GUIDs.
   
   
4. Rename the GUIDs Column to the name of the exported entity for example ‘Contact’. Move the column to the left of all other columns.
   
5. Update the required data. In this example, the email data is added to the existing records.
   
6. Save the Excel file as .csv file.
7. Use the Import Wizard tool in Microsoft Dynamics CRM 4.0 to import the newly created .csv file. Select ‘none’ for Data Delimiter, ‘Comma (,)’ for field Delimiter. 
   
8. Click next and select the exported entity, ‘Contact’ in this example. You can see the ‘Enrich data by updating records rather than creating new records.’ option available and checked. Select a data map if required and click next
   
9. Check the ‘Import duplicate records’ option and click next
   
10. Complete the import process.
11. Go to the workplace and open the data import section. Once the data import job is done, open the the job records and see which records were updated. Notice that existing records were updated, no new records were created.
    
12. Finally, refresh the view you started with to see the updated data for the existing records.
    

Although the product Help file still regards this feature as available, I consider this an unsupported feature. Use the above method at your own risk.

Note: A record will not be updated if it has been changed in Microsoft Dynamics CRM 4.0 after it was exported.

CRM בשלושה ימים וחודש חינם אצלך בארגון

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