Welcome, readers and viewers, to our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software called “Why CRM.” The concept behind Why CRM is simple. We believe that CRM offers solutions for countless common business problems,

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Have you ever run a duplicate detection job and wished you could change the view columns to help when you’re comparing potential duplicates? The good news is you can! But it’s not as straightforward as changing other views in the system. The key is to understand how the duplicate detection

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When importing data into Dynamics CRM using SSIS, you also need to import your Created on/by and Modified on/by data. Previously, you could only import CreateOn fields by mapping the “overriddencreatedon” field with source data. We now have at least two supported options to update these fields, and in today’s

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