Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Introduction to data import


Data can be imported in two ways within Dynamics CRM 2011 system. These are explained as follows:

Using Import Wizard: Dynamics CRM 2011 provides Import Data Wizard for quick and easy data import. Import Data Wizard can import data from any of the following supported file types:

  • XML Spreadsheet 2003 (XMLSS) file (.xml) format

  • CSV

  • TXT with columns separated by commas

  • ZIP (A .zip file can include multiple files of the .csv, .xml, or .txt formats. All files in a single compressed file must be of the same format)

Note

Each file's size can be up to 8 MB and if multiple files are zipped together then the size limit goes up to 32 MB of data when Data Import Wizard is used. For zipped files, the total size of the extracted files must not exceed 200 MB. The zipped files get unzipped in the Dynamics CRM 2011 server before import and hence each individual extracted file size cannot exceed 8 MB as well.

This import file size is stored in the ImportMaxAllowedFileSizeInMB column of...