tag:blogger.com,1999:blog-56528431424210605052026-10-05T14:23:19.768-04:00A developer's look into the possibilities of Microsoft Dynamics CRM. Anonymoushttp://www.blogger.com/profile/11210834956390258586noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5652843142421060505.post-59402631869570344532014-06-19T10:04:00.001-04:002014-06-19T10:04:15.679-04:00

Part 4 - Reconciling More than One Match - Merging Accounts So far, you have seen how to import new records and update existing records, if there is a match.  But what happens when there is more than one match?  Perhaps someone entered a duplicate account number in your system and it wasn't caught by other means.  Just as you are able to merge records in the CRM interface, you can

Anonymoushttp://www.blogger.com/profile/11210834956390258586noreply@blogger.com4tag:blogger.com,1999:blog-5652843142421060505.post-13323102056805359992014-06-18T06:00:00.000-04:002014-06-19T10:10:51.463-04:00

Part 3 - Finishing the Account Import/Update In part 2 of this series, we set up the shell that will connect to the database and retrieve records from your staging table.  Now we want to loop through those records and add them to the database, if they don't already exist.  I will also show how to update a CRM record if the program finds a match in the system. Query CRM Records for a

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Part 2 - Beginning the Import Code Part 1 of this series showed you how to set up the connection to CRM in preparation for importing records from a SQL Server table.  The reason you may want to do this is that you have SQL server data in another system, or you are receiving files from an outside data source that reside in a data warehouse.  Part 2 is about writing the code to import

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Part 1 - Setting Up the Structure This article is the first in a series demonstrating how to set up a data importer for your Microsoft Dynamics CRM 2011 installation.  I have had great success using the software development kit to implement custom solutions, and so I am now writing to share what I know.  At the time of this article, I am working with version CRM 2011 On Premise with

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