- Importing Opportunities
- Posted by Carroll Little on July 13th, 2005
Is there a way to import Opportunities?
We are may have a weekly list of opportunities, sometimes the opportunities
are with new Accounts, that we'd like to import into CRM rather than put them
in manually. Is this possible without having to schedule a regular weekly
data migration?
--
Carroll Little
610-692-3290 x3326
- Posted by Peter Bertell on July 13th, 2005
Take a look at Scribe solution for MSCRM. THis would meet the needs you are
looking for. I have used it a lot and you can automate these types of
imports.
P
"Carroll Little" wrote:
- Posted by Ronald Lemmen on July 13th, 2005
Hi Carroll,
You could buy scribe as peter advices, but there's also a tool delivered
with mscrm. This tool is the Data Migration Tool. It's on one of the cd's of
CRM. There's a pdf with that program which will guide you through the
migration process.
Hope this helps,
Ronald Lemmen
Avanade Netherlands
"Peter Bertell" wrote:
