jeudi 27 juin 2013

Excel To Dynamics CRM 2011



I added in codeplex the tool  Excel to Dynamics CRM, it's a beta version.

Excel to Dynamics CRM for Microsoft Dynamics CRM 2011 makes it easier for the CRM users to upsert (update and/or insert) data from an Excel file.


The tool will analyse if the data in the Excel file are correct or not.
And if the data are correct, the tool will update the records in CRM if he can match the excel line with an existing record, or he will create a new line.

I recommend to use the existing import feature of Dynamics CRM 2011, but in some specific case, this tools can be help you.
You can find more infor and download this Tools at this address :


https://exceltodynamicscrm.codeplex.com/

 

lundi 17 juin 2013

CRM 2011 Outlook : Check who use the add-in

Hi,

if you need to check the list of users that use the CRM 2011 Outlook Client, you can check in the SubscriptionSyncInfo table on the base <org>_MSCRM.


select c.FullName, a.SubscriptionId, case when b.SubscriptionType = 0 then 'Offline'
when b.SubscriptionType = 1 then 'Outlook'
when b.SubscriptionType = 2 then 'AddressBookProvider'
end as 'Subscription_Type', COUNT (*) as NumOfSyncs,
MAX (a.StartTime) ,
MAX (a.EndTime)
from SubscriptionSyncInfo a
join Subscription b on a.SubscriptionId = b.SubscriptionId
join SystemUserBase c on b.SystemUserId = c.SystemUserId
group by c.FullName, a.SubscriptionId, b.SubscriptionType

mercredi 5 juin 2013

How to update the help link Url in CRM 2011

If you need to change the default Url of the help link in CRM 2011 .


Open the database MSCRM_CONFIG and run the query below :

update ConfigSettings set HelpServerUrl = 'https://crm.yourcompany.com'