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1

Importing a list of records into MS CRM

In the last post, we downloaded a Dynamics CRM Import Template.  Now, it’s time to get some data INTO the system…since that’ll be much more useful.

Contacts are a pretty common import, being something that most sales users will want to do early on.  Fortunately, it’s a super simple process to do this!

Objective: Download the import templates specific to your organization from the CRM application.
CRM Version: CRM 2011, any version
Valid as of: 8/27/2012
Permissions Required: Read/Write Import Job and at least User level Create permissions for the Contact entity.

Steps:

  1. In the navigation pane, click File->Tools->Import Job
  2. Browse to the .xml/.csv/.zip file that has been prepared
  3. Click Next
    Select A File
  4. In this example, since we’ve used the templates that came from CRM, there’s no need to modify the data map (We’ll cover data maps in another post), so click Next
    Select Data Map
  5. Accept the default duplicate setting (do not allow) and choose yourself  as the record owner.
  6. Note, the Owner field can be set in the import file, so this is really a means to set the fallback owner if there’s not an exact match
  7. You’re ready to Submit the Import Job
  8. The import will be queued up, and the CRM Async Service will do the rest
2

Download Data Templates for Importing Data into MS CRM

Whether I’m just starting a CRM project, or there’s a list of [something] that someone needs imported into Dynamics CRM.  One of the easiest ways to get a list of records imported is using a file import…and the biggest hassle of that is making sure the field mappings are set up.

The vanilla product has an easy way of handling this, providing a way to download a template, specific to the record type you want, which includes all of your customized fields as well.  It’s pretty slick not having to set up this field mapping on your own, and if you have some Excel data that you can copy/paste into the appropriate columns, you’re in business.

Objective: Download the import templates specific to your organization from the CRM application.
CRM Version: CRM 2011, all versions
Valid as of: 8/20/2012
Permissions Required: All default security roles.

Steps:

    1. In the navigation pane, click Settings.
    2. In the System section, click Data Management
    3. In the main window, click Templates for Data Import
    4. A window will pop up.  In the dropdown, select the type of record you will be importing.
    5. Once selected, click the Download button.
    6. Save the file to the desired location.
    7. Repeat steps 4 , 5, and 6 for each record type template.
    8. Click Close when complete.
8

Identify the version and update rollup of MS CRM 2011

When I’m working with a client who is currently running Microsoft Dynamics CRM, one of the early steps is to validate their current version of the product.  Below are the steps to look this information up and a table to cross reference the version number.  Hope this is helpful if you’ve been looking for it.

Objective: Identify the version and rollup level of a Dynamics CRM environment.
CRM Version: CRM 2011
Valid as of: 10/14/2012
Permissions Required: Any default security role.

Steps

  1. In the main CRM window, click File->Help->About Dynamics CRM
  2. In the window that pops up, identify the version number in the blue bar.
  3. Compare the version number with the table below.

Dynamics CRM Version Reference Table

Version Release Date Build Number KB Article
Release Candidate 5.0.9688.53 2461082
Beta (On Premise) 5.0.9585.106
Beta (Online) 5.0.9585.107
RTM 2011/02/16 5.0.9688.583
Update Rollup 1 2011/04/07 5.0.9688.1045 2466084
Update Rollup 2 2011/06/02 5.0.9688.1155 2466086
Update Rollup 3 2011/07/28 5.0.9688.1244 2547347
Update Rollup 4 2011/09/19 5.0.9688.1450 2556167
Update Rollup 5 2011/10/20 5.0.9688.1533 2567454
Update Rollup 6 2012/01/20 5.0.9690.1992 2600640
Update Rollup 7 2012/03/23 5.0.9690.2165 2600643
Update Rollup 8 2012/05/03 5.0.9690.2243 2600644
Update Rollup 9 No Release details
Update Rollup 10 2012/08/16 5.0.9690.2730 2710577
Update Rollup 10v2 2012/10/04 5.0.9690.2730 2710577
Update Rollup 11 2012/10/10 5.0.9690.2835 2739504
Update Rollup 12 2013/01/29 5.0.9690.3233 2795627
Update Rollup 13 2013/03/28 5.0.9690.3448 2791312
Update Rollup 14 2013/08/05 5.0.9690.3557 2389019
Update Rollup 15 2013/10/28 5.0.9690.3731 2843571