I need to import about 700 accounts and a similar (but slightly smaller)
number of contacts into CRM 3.0, link the contacts to the accounts, and link
the accounts to a parent account.

Irritatingly, my access to CRM's features are restricted and I have to rely
on some guy at another office to do the import. He agrees that he can bulk
import the account / contact data, but he claims that bulk linking is
impossible.

Is it possible to bulk link in CRM 3.0?
Is it possible that my company's particular CRM version or license or
configuration doesn't have this capability?

If bulk linking is impossible , what can I do to make linking 700 accounts
less painful?

Many thanks for your help

It is possible to link in CRM 3.0 although litte tricky . If i
remember the CRM 3.0 then let me try :=).

1 = first u need to import account ...........

account name ....Country

Microsoft .....USA

2 = use sql or ODBC and pull the imported account unique ID to the
excel sheet

account name ........ID
Microsoft ..........D2B9D78B-B1D0-DC11-9919-005056B13167

3 = put the contact on excel sheet

last name ......first name ...........parentcustomer name ......
accountID
Gate ..........Bill ...........................USA ..................D2B9D78B-
B1D0-DC11-9919-005056B13167


4 = now delete the parentcustomer name , because you are know that you
pasted the right value . If you want to use only excel then you can
excel vlookup function ....

5 = final import look like

last name ......first name ............... accountID
Gate ..........Bill .............................D2B9D78B-B1D0-
DC11-9919-005056B13167

now you import it .

PS" i recommed you to use CRM 4.0 instead of installing crm 3.0 for
fresh install if it is fresh install

/Aamir

Thanks for your reply.

2 = use sql or ODBC and pull the imported account unique ID to the
excel sheet

Could someone provide some more detail on that step? The person in charge
of our CRM is both not very technically competent, and not in the same
country as I am. Needless to say, this is unfamiliar territory for me, too.

Even if my access to CRM features are restricted, could I somehow access the
database remotely, given the required login information?


"Aamir Bashir" wrote:

1 = on SQL you can run the query (as i dont have database infornt of
me , mistake can happen )

use OrganizationName_MSCRM

select name ,accountid

FROM Accountbase


export the result on excel sheet. now you have to excel sheet .You
have to match the "name " on both sheet and then you need to insert
the "accountid " on the sheet of "contact ".

i used to use vlookup excel function.
http://www.ozgrid.com/Excel/excel-vlookup-formula.htm

O R:

use the migartion license of data import manager and it is quite
simple and easy with it .


http://www.crmextensions.com/Page.as...7-0003ff3b5e8e


/Aamir

Thanks.

What about the "Microsoft Dynamics CRM 3.0 Data Migration Pack"?

According to
http://www.microsoft.com/dynamics/cr...oseimport.mspx,

"The Bulk Import Wizard cannot import notes and attachments. Although it is
possible to use the Wizard to import related records, such as a contact
record that is associated with a specific account, tracking the relationship
requires looking up the unique identifier for the parent record in Microsoft
CRM before importing the related record. If you have many related records to
import, or need to import notes and attachments, using the Data Migration
Framework to import related records is recommended."

Is that what I need?


"Aamir Bashir" wrote:

Frankly speaking i never used microsoft data migration pack . So i
can not be more help on microsoft data migration from CRM 3.0 .

But nothing wrong in giving it a try.

/Aamir