Product improvements

How to fix a messed up picklist

Posted on September 8, 2008. Filed under: Lessons Learned, Product improvements |

One particularly nasty “feature” of the Data Migration Wizard (DMM) is that if you leave the box labeled  “to accommodate the source data, automatically customize Microsoft Dynamics CRM list values and length of attributes” in its default checked position, it will create new picklist entries EVEN IF they already exist.
so e.g. if you have a name/value [...]

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Delete migrated data doesn’t delete migrated data

Posted on August 26, 2008. Filed under: Lessons Learned, Product improvements |

If the migration creates new picklist entries, running through the “delete migrated data” process is microsoft CRM does NOT delete the newly created picklist entries.
better watch out for that checkbox!  IMO they should leave it UNCHECKED by default because the worst that will happen is you’ll get error messages if you mistakenly leave it unchecked.
 
but [...]

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Could really use a copy data map

Posted on August 13, 2008. Filed under: Product improvements, Questions for MS |

I would really love to copy/dup a data map.  Prev. experience with them shows that they don’t properly handle lots of changes made to csv file layouts. I’d like to develop a “base” data import map and then clone it for the various import jobs I’m contemplating. right now my only options are the painful [...]

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