Posts Tagged ‘Microsoft Dynamics CRM Import Tool Tips’

The TM Group's Logo 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 …

Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too Read More »

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 …

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