Dynamics CRM 2013

[CRM2013] Transform a Local Picklist into a Global Option Set

Admin Features ,

In a recent post we've seen how to populate an option set via an external file and an example of a list of countries was given to illustrate it (See https://dynamicscrmcenter.com/2014/10/26/populate-an-option-set-with-new-values-from-an-external-file/). The bad news is that it was only possible to populate local picklists but not global optionset. Today we come up with good news: … Continue reading [CRM2013] Transform a Local Picklist into a Global Option Set

Mass import values from Excel file for your Option Set field

Admin Administration & Data Management , ,

We usually need to populate an option set field with a numerous values (Countries for example). So typing 100 or more countries is at the same time a tedious and time wasting job. Here is a tip that can help you automatically populate an optionset without typing all the values. Let's take for this example … Continue reading Mass import values from Excel file for your Option Set field

Dynamics CRM 2013 : Accounts & Contacts Import

Admin Administration & Data Management , ,

Importing data to Dynamics CRM can seem easy by using Data Management tools included in the CRM and mapping simply data in your files to Dynamics Fields. However, I've recently had to import some Accounts and Contacts Data that cannot be imported separately because of the native relation between these 2 entities. Making a separate … Continue reading Dynamics CRM 2013 : Accounts & Contacts Import