The enhanced Import Data wizard released in Microsoft Dynamics CRM Online November 2009 Service Update supports different formats of input source data file such as XML Spreadsheet 2003 (.
This blog entry aims at familiarizing you with Templates for data Import which are available amongst other new features including a powerful Import Data Wizard in Microsoft Dynamics CRM Online November 2009 Service Update.
This post is CRM security 101, but I get asked this question fairly often, so it seems that there is some confusion about what the difference is between “Append” and “Append To” security permissions.
Have you been looking for a way to retrieve and view query results faster? Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports to be filtered using the Advanced Find feature.
Drive more efficiency, reduce costs, and create a hyperconnected business that links people, data, and processes across your organization—enabling every team to quickly adapt and innovate.