Realdolmen Education

Details

Data Management in Microsoft Dynamics CRM

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

1 day(s)

Audience

Key users, application and technology consultants, solution architects and developers.

Prerequisites

Basic understanding of Dynamics CRM; Attended the following courses: "The sales module to its full potential in Microsoft Dynamics CRM online and On Premise", "The service module to its full potential in Microsoft Dynamics CRM online and On Premise".

Objectives

Learn to know best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

This course provides students with the best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM. It will focus on the important things to know before, during, and after a data import or migration process. From understanding Microsoft Dynamics CRM's entity hierarchy, to managing data with Microsoft Excel, ending with a lesson on troubleshooting the most common issues related to data import jobs and migrations.

Contents

  • Possible data sources for import
  • Data Import Methods
  • Preparing Data for Import
  • Managing Duplicate Detection
  • Importing Data via Microsoft Excel Re-Import and Import Wizard
  • Data Utilities within Microsoft Dynamics CRM
  • Troubleshooting Data Import Issues