Simplify Dataverse Mapping with AI-Driven Functionality One of the most often used functionalities by administrators and power users is the data import from Excel. It is also one of the […]
Posts Tagged ‘Microsoft Dynamics CRM Import Tool Tips’
Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too
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 […]
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 […]