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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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Data management is a very important feature for any CRM system. No matter how flexible and feature rich the system is, unless there is relevant data within the CRM system the end users will not find it useful. Data import and export functionality along with duplicate detection and audit management are a significant part of data management in the Dynamics CRM 2011 system. In this chapter, we will discuss the main pillars of data management inside the Dynamics CRM 2011 system: Import Data Wizard , Bulk Deletion Wizard , duplicate detection , and Audit management.
The following recipes will be discussed in this chapter in detail:
Importing data into Dynamics CRM 2011 with Import Data Wizard
Exporting Dynamics CRM 2011 data to Microsoft Excel
Cleaning data using Bulk Deletion Wizard
Creating duplicate detection rules
Scheduling duplicate detection jobs
Enabling auditing in the Dynamics CRM 2011 system
Viewing and cleaning audit records
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