tips-and-tricks
10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1
September 18, 2015

For many years, a Microsoft Excel export and import redesign has been one of top change requests from the Microsoft Dynamics CRM Community. The previous version of the feature did

dynamics-365-for-marketing
Creating Marketing Lists from External Data Sources
August 25, 2015

Using Advanced Find to filter and find the right audience when you’re creating Marketing Lists in Dynamics CRM works great if the data you need exists in your CRM system

tips-and-tricks
Utilizing Alternate Keys in Dynamics CRM Integrations
August 21, 2015

One of the challenges when integrating external data with Dynamics CRM is that in order to update a record via the API, you have to know the GUID of the

tips-and-tricks
Data Import Privileges
August 18, 2015

The Import tool within Microsoft Dynamics CRM is a great way to move data in and out of CRM. This tool is available for all users, provided they have the

tips-and-tricks
Get Faster and Simpler Update/Insert Transactions Using SSIS
August 13, 2015

When you are building an integration using SSIS, chances are you will need to update or insert data that has been created or changed in the source system on a

tips-and-tricks
Hiding a Field Does not Hide the Data in Dynamics CRM
April 9, 2015

Here’s a quick tip to make sure sensitive data in Dynamics CRM isn’t being viewed by users who aren’t supposed to see it. When it comes down to it, hiding