From the Microsoft Dynamics CRM Blogs: SSIS Toolkit; Calculated Fields; Customizing Entity Icons; Create & Edit Quotes; Missing Server Roles

A selection of the latest insight from the Dynamics CRM blogs:

• Migrate Closed Microsoft CRM Opportunities using SSIS Integration Toolkit;
• Using Calculated Fields in Dynamics CRM 2015;
• Customizing Entity Icons in Microsoft CRM 2013 and 2015;
• How to Create or Edit a Quote in Dynamics CRM 2015;
• Missing CRM Server Roles - Weirdest Error Message Ever

Migrate Closed Microsoft CRM Opportunities using SSIS Integration Toolkit

On the Magnetism blog, Zoe Sands writes that she recently did a data migration from Microsoft Dynamics CRM on-premise to CRM Online using the SSIS integration toolkit. She said you can use the tool to migrate data between CRM instances without having to export everything into Excel spreadsheets or having to write a console application.

While she was migrating opportunities between her CRM instances, Sands had to migrate several closed opportunities. Because they were closed, an "Opportunity Close" record was automatically created for them. But the record didn't contain an Actual End Date, which was information she had to keep. She said she wanted to remove these records from the destination system and copy her existing ones over.

You can find out how Sands did that here.

Using Calculated Fields in Dynamics CRM 2015

On the Ledgeview Partners blog, Chad Collett noted that calculated fields were introduced when Microsoft Dynamics CRM 2015 was launched in the spring. He explained that you can set up this new field type to provide Excel-like formulas and calculations at the field level - and it can ...