Several ways to import data

Microsoft CRM includes five tools for importing data, each of which is designed for specific source data: Bulk Import Wizard, Data Migration Framework, Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager, Microsoft Dynamics CRM Connector for Microsoft Dynamics GP and Microsoft CRM SDK.

The Bulk Import Wizard imports your leads, contacts, accounts, campaign responses, and marketing list data. It is built into Microsoft CRM and can be used easily on an ongoing basis by a sales or marketing representative. All imported data is owned by the user who imports it.

The Data Migration Framework, part of the Microsoft Dynamics CRM 3.0 Data Migration Pack, is typically used when you first implement Microsoft CRM to bring all data from all your legacy databases and systems into Microsoft CRM.

If you’re switching from using Microsoft Outlook with Business Contact Manager to using Microsoft CRM, you can use the Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager, part of the Data Migration Pack. The wizard guides you through mapping data from Outlook with Business Contact Manager to Microsoft CRM. It must be run by a person with the Microsoft CRM System Administrator security role and is designed to be run only once.

If you need to migrate data from Microsoft Dynamics Great Plains 8.0 or Microsoft Dynamics GP 9.0 to Microsoft CRM, and then keep the data synchronized between the two applications, you can use the Microsoft Dynamics CRM Connector for Microsoft Dynamics GP. This tool provides ongoing synchronization of data, as well as data migration and correlation between the two applications.

If you need to migrate data into a custom entity, use the Microsoft CRM SDK to create a custom program to migrate your data.

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Scribe Adapter for Microsoft CRM (Third Party Tool)
The Scribe Adapter for Microsoft CRM combined with Scribe Insight technology platform enables you to interact with Microsoft CRM web services API through a graphical user interface, without having to write any code. Select the objects you wish to integrate with, and it’s just point, click, and go.

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Don't forget to remove the restricted access user option when migrating data!

CWR Mobility's CRM 3.0 Mobile

CWR Mobility announces their new CRM 3.0 Mobile Service application.

As a smart client application for in-field sales and service people, CWR Mobility's CRM 3.0 Mobile leverages the power of the Microsoft Dynamics CRM 3.0 system and the advanced connectivity of the Windows Mobile Platform.

Their application provides your field force with timely, convenient access to customer and corporate data while reducing the time they need to spend developing time-consuming reporting for management. CRM 3.0 Mobile makes your sales and service teams more effective, and more efficient.

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[Erik, thanx for the info ;-) ]

How to set up your mobile device to work with Dynamics CRM Mobile 3.0

Problems with setting up your mobile device to work with Dynamics CRM Mobile 3.0?

Check the walkthrough on the site of CWR Mobility.

SQL Server 2005 Service Pack 1

Service Pack 1 for Microsoft SQL Server 2005 is available.

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Create a Microsoft CRM Report in 15 minutes

With an understanding of the business reasons for the report and how a database works, you can create a Microsoft SQL Server Reporting Services report.

After you follow the steps in the Microsoft tutorial and install the required tools, it only takes a few minutes to write a useful report and to add it to Microsoft CRM. You need no prior knowledge of the required tools.

You can use the tutorial in conjunction with three reporting videos, which are available on the Microsoft CRM Sandbox site.

Read more on the Dynamics CRM site

Data Quality Adapter for Microsoft Dynamics CRM 3.0

Group 1's Data Quality Adapter for Microsoft Dynamics CRM 3.0 offers real-time hosted data quality and enrichment services for Microsoft CRM users.

Users can validate, correct, standardize and auto-populate missing address information, plus detect and manage duplicate records in batch and in real-time.

With on-demand data quality for over 220 countries and dependencies, the Data Quality Adapter enables Microsoft CRM users to validate, correct, standardize and auto-populate address information with a resource- and cost-efficient hosted services model.

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Microsoft CRM 3.0 on Citrix Presentation Server 4.0

This paper discusses the verification of Microsoft CRM 3.0 components integrated into Microsoft Outlook 2003 published on Citrix Presentation Server.

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Microsoft Dynamics CRM 3.0 Mobile Available

Microsoft CRM Mobile provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities.

Salespeople select the data to take with them on the road. While disconnected, they can enter data related to their sales activities. Salespeople can synchronize data with the Microsoft CRM server when the network is available, either when the user is on the office network, or when wireless access is available through GPRS. The data entry forms and views can be customized for your business.

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Microsoft CRM 3 Mobile Ships!!!

Microsoft CRM Mobile 3.0 will be available as a web download early next week. Localized versions (French, Spanish & German) will be available by the end of April.

This version includes:
- Wireless WAN synchronization support
- Support for advanced device features like high DPI, keyboard, landscape/portrait mode
- Technology stack upgrade to support Windows Mobile 5.0, .NET CF 2.0 & SQL CE 3.0