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Showing posts with label lookup. Show all posts
Showing posts with label lookup. Show all posts

Thursday, April 25, 2013

CRM Feed Parse - JSON

<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<feed xml:base="http://<SERVER_NAME>/<ORG>/XRMServices/2011/OrganizationData.svc/" xmlns:d="http://schemas.microsoft.com/ado/2007/08/dataservices" xmlns:m="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata" xmlns="http://www.w3.org/2005/Atom">
  <title type="text">ContactSet</title>
  <id>http://<SERVER_NAME>/<ORG>/XRMServices/2011/OrganizationData.svc/ContactSet</id>
  <updated>2013-03-27T22:56:13Z</updated>
  <link rel="self" title="ContactSet" href="ContactSet" />
  <entry>
    <id>http://<SERVER_NAME>/<ORG>/XRMServices/2011/OrganizationData.svc/ContactSet(guid'a1034be1-0000-e211-a0c1-0050568c5ad0')</id>
    <title type="text">DAY NIGHT</title>
    <updated>2009-03-27T22:56:13Z</updated>
    <author>
      <name />
    </author>
    <link rel="edit" title="Contact" href="ContactSet(guid'a1034be1-0000-e211-a0c1-0050568c5ad0')" />
    <category term="Microsoft.Crm.Sdk.Data.Services.Contact" scheme="http://schemas.microsoft.com/ado/2007/08/dataservices/scheme" />
    <content type="application/xml">
      <m:properties>
        <d:FirstName>DAY</d:FirstName>
        <d:ContactId m:type="Edm.Guid">a1034be1-0000-e211-a0c1-0050568c5ad0</d:ContactId>
        <d:LastName>NIGHT</d:LastName>
      </m:properties>
    </content>
  </entry>
</feed>

Wednesday, October 3, 2012

Microsoft Dynamics CRM 2011 Data Management - Import, Export, Duplicate & Delete

Import
  • CRM Import Files formats: XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Rext (.txt), Compressed files (.zip)
  • Include a column for each required field on the entity into which you are importing the data.
  • One import file for each type of entity. 
  • Import multiple files into a single .zip file.
  • Maximum 8 megabytes (MB) size for each import file. 
  • Import Data Wizard basic process: Prepare the import files, Import the file and map the records & View the results and correct failures.
  • Dynamics CRM allows you to create templates for your import that you can download from the system.  In the Settings area -> click Data Management - > click Templates for Data Import. OR On the application ribbon -> click the Import Data button -> select Download Template for Import.
  • An import template outputs an XML file with all of the columns for the entity you selected:
    • All possible data fields for the entity are included.
    • All of the column headers are named and labeled correctly. 
    • Required data field names are bold in the top row.
    • Each cell provides additional information about the data that should go in the field, such as its  data type, maximum and minimum values, or maximum length.
    • For option sets, the template displays a list of the possible values for the field. 
    • If you try to enter a value that is not included in the option set or not in the format, you receive an error message
  • On the application ribbon -> click the Import Data button OR click the File tab -> select Import  OR Data from the Tools menu -> The Import Data Wizard opens.