We want to put information into CRM that is historical in nature, meaning
that there are existing customers that need to be entered into the system
from scratch.

This means that as we create opps / quotes / orders, time stamps for these
existing customers will throw off our reporting.

How can we accurately enter the creation date when the system stamps the time?

For example, let's say I finish inputting 500 current customers into the
product and then next week I would like to run a YTD report. These customers
became effective in 2002. Since they were just entered, they will show up on
our YTD report.

Please help with any suggestions.

We did it once for a customer - they used the DMF to load all the data and
it, as you mentioned, stamped all the creation dates as current.

We used SQL to map the new activites with the activities from the old
system, and used SQL update statements to update the dates. Not elegant but
it worked. You might want to import the unique id from the old system into
a custom field in the CRM so that you will can easily link the new record to
the old system.

Good luck

Dave

"Bobby" <Bobby@discussions.microsoft.com> wrote in message
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