Category Archive


Why Don’t I See Address Fields on the CRM Import Template?

If you are responsible for importing data into CRM, a convenient way to do so is to use the Download Template for Import option. Clicking on this button will yield an XML file which can be opened in Excel, and will display the fields for your chosen entity. Here you can enter or paste new […]

Read More

Bust a Move with Data Migration in CRM 2016

The January update for Microsoft Dynamics CRM 2016 has so much to offer! The update introduced cool new features to make a developer's life a lit bit easier. Features include Data Loader, one click document generator, the ability to hide and show sub grids, and many more. In an earlier blog, we showed you how […]

Read More

How to Populate Contract Entities with Legacy Data

Microsoft Dynamics CRM requires specific criteria when it comes to importing data to the Contract entity. There are a few restrictions and workflows that are run by CRM to ensure a successful import, and in today's blog, we'll go over them. Let's get started! The table below illustrates State (statecode) and Status Reason (statuscode) values […]

Read More

10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1

For many years, a Microsoft Excel export and import redesign has been one of top change requests from the Microsoft Dynamics CRM Community. The previous version of the feature did not allow you to import large sets of data, extract more than 10,000 records without risky database hacks, and wasn't always user friendly. In today's […]

Read More

Creating Marketing Lists from External Data Sources

Using Advanced Find to filter and find the right audience when you're creating Marketing Lists in Dynamics CRM works great if the data you need exists in your CRM system (contacts, leads, accounts, etc.). But, sometimes the segmentation data you need isn't in CRM, it exists in another system. Well, you don't have to wait […]

Read More

Data Import Privileges

The Import tool within Microsoft Dynamics CRM is a great way to move data in and out of CRM. This tool is available for all users, provided they have the correct privileges assigned. These data import privileges are what we will be talking about today! One way you can utilize the Import tool is to […]

Read More

Exporting Data to Re-import: The Invalid Column Headings Issue

Often you'll need to export data from CRM, make changes, and then re-import the data using CRM's out-of-box capabilities. In doing this, you might receive the message "The data has invalid column headings, so you will not be able to re-import it" pop up. What is this message and how do I successfully export my […]

Read More