Master the latest tools and functions to evaluate, clean, prepare and import data into Dynamics CRM

Only £500 + VAT

Course Details

Title: T4CRM024 - Data Management in Microsoft Dynamics CRM Online
Duration: 1 day
Price: £500 + VAT

About this Course
This course provides students with the best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM. It will focus on the important things to know before, during, and after a data import or migration process. From understanding Microsoft Dynamics CRM's entity hierarchy, to managing data with Microsoft Excel, ending with a lesson on troubleshooting the most common issues related to data import jobs and migrations.

At Course Completion
• Tools to import data into CRM
• Data Prepared for Import
• Map data point to CRM entities and fields
• Import Data with Import Data Wizard
• Track data with Microsoft Dynamics CRM for Outlook client
• Perform Data Duplication jobs

Course Outline
Module 1: Importing Data
Typical Sources of CRM Data.
Importing from Microsoft Outlook.
Importing from Microsoft Excel.
Importing from Other ERP Systems.
Importing from Other CRM Systems.
Importing Data from Database.

Module 2: Tracking
Tracking Records with Microsoft Outlook.
Importing Data with XML or CVS Files.
Importing ZIP Files.

Module 3: Best Practices

Data Cleansing Techniques.
Removing Duplicates with Microsoft Excel.
Managing Data Import Order.
Lab : Remove duplicate records with Microsoft Excel

Module 4: Duplicate Detection
What is Duplicate Detection?
Enabling Duplicate Detection.
Creating and Managing Duplicate Detection Rules.
Creating and Running Bulk Duplicate Detection Jobs.
Lab: Enable and Configure Duplicate Detection

Module 5: Exporting
Export to Excel
Changing Data
Re-import changes
Working with Immersive Excel
Importing Data with the Microsoft Dynamics CRM Import Wizard
Creating, Using, and Removing Data Maps
Lab: Data Management with Microsoft Excel
Lab: Importing Accounts and Contacts into Microsoft Dynamics CRM with the Import Data Wizard

Module 6: Data Utilities
Merging Duplicate Records
Bulk Record Edition
Bulk Record Deletion
Emailing and Copying Links
Lab: Data Merging

Module 7: Troubleshooting
Troubleshooting Microsoft Excel Importing Issues
Troubleshooting Import Job Issues.
Lab : Create a Business Rule

A working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 or 2015 applications training.