80712 : Data Management in Microsoft Dynamics CRM Online

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.

Module 00: Course Introduction Module 01: Intro to Extending Dynamics CRM Module 02: Data Import Methods Module 03: Preparing Data for Import Module 04: Managing Duplicate Detection Module 05: Importing Data via Microsoft Excel Re-Import and Import Wizard Module 06: Data Utilities within Microsoft Dynamics CRM Module 07: Troubleshooting Data Import Issues Module 08: Course Review

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

Basic understanding of Dynamics CRM