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How to Clean CRM Data Before a Software Integration

How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets…

How to FTP a File to a Remote Server and Change Permissions

FTPAre you trying to FTP a file but require a bit more functionality than the standard method offers? Having an especially difficult time finding that solution in the .NET 2.0 framework? Recently, we worked with a client who needed to FTP files and then change permissions on the file. However, they were using .NET framework 2.0. The usual way to do this would be to use FTPWebRequest, but it doesn’t support the CHMOD command, so we had to find another way.

Reporting Revenue by Product Type in Microsoft Dynamics CRM

Many businesses want to examine revenue for various product lines or item types such as units versus accessories separately. However, by default Dynamics CRM (Customer Relationship Management) uses Closed Opportunities when reporting revenue. The opportunity closing dialog allows the user to accept the system-calculated revenue from the opportunity or enter a different number.

Comparison of the CRM 2011 and CRM 2013 Filter Functionality

One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from…

Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

DynCRM_OrionStripes The creator of CRM 2011-2013 Entity Maps 2.0.0.0 made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to easily create mappings between opportunity products and quote products. Instead, a third party solution exposes those mappings allowing for easy mapping of fields between screens that would otherwise be unavailable.

How to Import Marketing List Members in Microsoft Dynamics CRM

In this how-to, I will show you the process I used to assign a client’s contacts to marketing lists in Microsoft Dynamics CRM.The client had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in Dynamics CRM. Normally, loading data into Microsoft Dynamics CRM is easy.