If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion. Just ask any sales person if he or she wants their notes and documents to come over too; the answer will probably be [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Import Tool Tips’
Using the Import Tool in Microsoft Dynamics CRM to Update Existing Records
By Mike Smith, The Resource Group Keeping a customer database up-to-date can be a time-consuming, tedious task. While customer records can be individually opened and modified within Dynamics CRM, this is a very manual process which can consume many hours and is error prone due to individual record updates. One of the features in Microsoft [...]
continue reading...