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By Jonathan Lee, PMP, MCP (May 13th, 2011) Filed under 1. CRM Tips Administrator can create System Dashboards for organization wide availability or users can create their own personal Dashboards for their consumption and also share them with others in the organization. It is easy to configure and use yet delivers powerful reporting capabilities to executives, management, and staff. . . . → Read More: CRM 2011: Dashboards
By Jonathan Lee, PMP, MCP (March 15th, 2011) Filed under 1. CRM Tips In CRM 2011, you can now export data out of CRM in xml, edit and or add new records, and upload the file back into CRM. Newly added records in the file will be created in the CRM. However, there is a limit of 10,000 (10K) on the number of records that can be exported out of Microsoft Dynamics CRM 2011.
By Jonathan Lee, PMP, MCP (March 15th, 2011) Filed under 1. CRM Tips In Microsoft Dynamics CRM 2011 you can add new records in bulk into CRM using Import Data Wizard. If you want to save time in mapping the source data to target fields in CRM, you can download import templates in xml “Download Template for Import”. Microsoft Dynamics CRM importing feature accepts csv or xml file types and you can also compress . . . → Read More: Importing Data into CRM 2011
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