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CRM 4 Data Import Tool With IFD authentication

Post Author: Joe D365 |

Microsoft released a neat little tool called the data import tool. This tool allows any user to select an entity, a system view or even a personal view, then modify the data in batch mode. However, anyone that tried to connect to crm via IFD or a partner hosted crm noticed right away that it was not allowed.

Only on prem authentication was supported. Bummer.

One of our developers has now modified this little tool to also support IFD authentication. Logging in is just like before, except we now have a section for IFD connection. SSL is also fully supported so you securely can batch edit your data via the Internet.

For anyone not familiar with this tool, it is fairly simply to use. After connecting to crm, select the entity and the view then show records.

The data can be modified right in the tool, using its own inline grid.

Or you can export the records to CSV, modify the data excel, the import the data back to crm for an update.
If you are looking for IFD support, let us know and we'll send you our version.

Thanks!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

13 comments on “CRM 4 Data Import Tool With IFD authentication”

  1. We have just started to use CRM 4.0 but our data base of stores is quite limited as we have to entre each one in. I have a excel sheet of all our clients, in parent and child format is there an easy way of importing this from excel into CRM 4.0 into the accounts area? I am aware that I might have to reformat the layout of the sheet to accomidate CRM by that is less than an issue than putting in 1000's of clients, names, addresses and phone numbers, parent & child relationship, as well as the thousands of subcontractors.

    Cheer,
    Scotty

  2. I, too, would greatly appreciate a copy of your much-needed mod. As suggested, I will go to the URL recommended and make the request. Thanks, --Jim--

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