CRM Trivia — Gurus Needed

February 25, 2009 at 12:31 pm | Posted in Microsoft Dynamics CRM 4.0 | Leave a comment

Hi all,

             I came across a rather trick situation in my CRM Implementation. The situation is we have separately loaded our ACCOUNTS and CONTACT data into our CRM systems.

      Now arises a business need to link our existing accounts with the contacts we have uploaded earlier as the Primary Contact for our Accounts. In Plain English, we have to update our Accounts data with their contact information.

        In MSCRM 4.0 we can do it by the way of using the  Import Tool Given in MSCRM .

This is explained in the post

http://crm.atechnisch.nl/2008/08/enrich-data-via-data-management/

           I tried to follow that but I am not successful.

Import In MSCRM 4.0   Can anyone solved this mystery in MSCRM?  If so folks u can help me by posting your experience here.

         Looking for your comments!!!

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