From the Microsoft Dynamics CRM Blogs: Import/Export Many to Many; Translate Knowledge Articles; Workflow Streamlines Contract Reviews; Sharing Views in Bulk
A selection of the latest insight from the Dynamics CRM blogs:
- Importing and Exporting Data from Many to Many Relationships in CRM
- Automatically Translate Knowledge Articles
- Streamline Contract Reviews with this Dynamics CRM Workflow
- CRM 2015: Sharing multiple views in bulk belonging to different entities
Importing and Exporting Data from Many to Many Relationships in CRM
On the Webfortis blog, Jason Sanborn explained that data migration and integration is often best handled with a tool like Scribe. But what if there are situations where Scribe might not be available and data has to be moved from one environment to another?
Not to worry, because the import/export tool inside the CRM can handle simple imports and exports, he said. However, it won't bring over the data from a many-to-many relationship, added. So what to do?
Well, if you're using CRM on-premise you could use SQL import and exporting to get the job done, he writes. But what if you're using CRM Online? In that case you don't have that access, Sanborn said. And this was the challenge he faced when moving data from a development staging sandbox into a QA staging sandbox.
You can find out how he handled the situation here.
Automatically Translate Knowledge Articles
Writing on the Microsoft Dynamics Team Blog, Shivasubramaniam Kavindpadi explains that with Knowledge Management in Microsoft Dynamics CRM 2016, you can create knowledge articles in one language and translate them into other languages.
Having your knowledge articles available in the different languages of your user base greatly increases the impact of the knowledge you maintain. ...
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