Darren
Wed May 07 13:16:25 CDT 2008
Hi Ian,
You can review this video by John O'Donnell, it will give you a good
start on the data migration tool for CRM 4.0.
http://channel9.msdn.com/Showpost.aspx?postid=3D369871
The Data Migration Map Editor will be helpful to you for your data
import as well. You can click on the link below to check it out.
http://blogs.msdn.com/crm/archive/2008/05/02/advanced-data-migration-map-edi=
tor-for-crm-4-0-redux.aspx
Darren Liu, Microsoft CRM MVP
Crowe
http://www.crowecrm.com
On May 7, 9:49=A0am, "Ian Watson" <rang...@hotmail.com> wrote:
> Thanks Darren,
>
> Is there any literature about this topic, as i dont really understand it.
>
> Ian
>
> "Darren Liu" <darren...@gmail.com> wrote in message
>
> news:11b2bf76-395f-4033-931e-5850e4007c8f@k13g2000hse.googlegroups.com...
> Hi Ian,
>
> Yes, it's possible to import brand new task from a csv.
>
> But setting the regarding field will be challenge, probably you need
> to use the automap feature. Which means your column name in your CSV
> must be the same as the display name on the task form. The default
> import tool in CRM doesn't have great flexibility in linking up the
> record. Try to use the Data migration tool, that tool will give you
> more flexibility in linking up with records.
>
> Darren Liu, Microsoft CRM MVP
> Crowe
http://www.crowecrm.com
>
> On May 7, 8:12 am, "Ian Watson" <rang...@hotmail.com> wrote:
>
>
>
> > Is it possible to import new tasks from a CSV? I have worked out how to
> > modify tasks in a csv and import them in to modify the exisiting
> > tasks,....
>
> > but is it possible to import brand new tasks?
>
> > Regards
>
> > Ian- Hide quoted text -
>
> - Show quoted text -