Contents tagged with CRM
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Backup your Microsoft Dynamics CRM 4.0 CRM customizations automatically!
It is always a good practice to backup Microsoft Dynamics CRM customizations regularly or before you modify it, whether you are in development, testing or production phase of your project. If your dev team is working on stand alone VPCs, you need to sync customizations between several CRM deployments.
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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 -
How to use the Data Enrichment (re-import) feature in Microsoft Dynamics CRM 4.0
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.