Sitemap

Thursday, November 30, 2017

Import data in MS CRM

Below are the some of the interesting points about import data


  1. You can import data into standard and customized attributes of most business and custom entities. You can also include related data, such as notes and attachments.
  2. Microsoft Dynamics 365 includes a web application tool called Import Data Wizard. You use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files.
  3. By default, all custom entities are enabled for import. To determine if a business entity is enabled for import, see the entity metadata for the specific entity. If an entity is enabled for import, the entity metadata property IsImportable is set to true. The value of this property can’t be changed for the out-of-the-box business entities
  4. A source file may contain data for one entity type or multiple entity types, such as accounts and contacts. For the source files that contain multiple entity data, you must provide a map that includes the <EntitiesPerFile> tag. Set the value of this tag to “Multiple” to indicate that there is more than one entity type in the source file
  5. The first row in the source file should contain column headings. If you do not include headings, use the ImportFile.IsFirstRowHeader attribute to specify that the first row represents actual data. In this case, default column headings are created with the names Col1, Col2, and so on.
  6. The first row in the source file should contain column headings. If you do not include headings, use the ImportFile.IsFirstRowHeader attribute to specify that the first row represents actual data. In this case, default column headings are created with the names Col1, Col2, and so on.
  7. To create a note in Microsoft Dynamics 365, set the Annotation.IsDocument attribute in the annotation (note) entity to false. To create an attachment, set IsDocument to true.
  8. If you do not provide mapping for an annotation (note) entity, the import job generates a default mapping for the note.
  9. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property. This property is set in the Email tab of the System Settings in the Dynamics 365 application. This setting limits the size of files that can be attached to email messages, notes, and web resources. The default setting is 5 MB. However, an attachment size cannot exceed the maximum HTTP request size (the default is 16MB). For the change to take effect, reset Internet Information Services (IIS). To do this, click Start, click Run, type iisreset, and then click OK.
  10. You cannot import data into the modifiedon, createdby, and modifiedby attributes. If you have to store data related to who created and modified the data and when the data was modified, you can create custom attributes in Microsoft Dynamics 365 and map the source columns to the new custom attributes.

No comments:

Post a Comment