US - Indiana (Indianapolis) – CRM

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    RE: Riddle me this...

    It was a normal import via CSV (comma delimited) file. It actually had worked previously but for my test I needed to delete the records and re-import. ------------------------------ Axel Ortiz UniFirst Corporation Indianapolis IN ------------------- ...

  • ​That's crazy! Was this a normal import or was it a save changes to CRM from working in excel online? Are all your records still there? ------------------------------ Julie Reynolds Enterprise Information Steward II Brotherhood Mutual Insurance Fort ...

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    Riddle me this...

    This is a first for me while importing records to a sandbox instance in v9.1 - total number of processed records is -1 (there are actually 8 records in the file, all of which I had imported before): The transform/parse/import steps of the import job ...

  • ​Awesome news Julie!  Looking forward to attending. ------------------------------ Chad Crouch Toyota Material Handling, USA Columbus IN ------------------------------

  • I'm excited to extend the invitation to Microsoft's App in a Day Training to be held March 19, 2019 from 9a - 5p at Blue Horseshoe Headquarters. You can find details of the event here , including a link to register. Seats are limited! The event is not ...

    2 people like this.
  • Hi Tom, its been a little while. A similar situation I ran into was with some JavaScript libraries installed by a MS partner. It still had client API references that are now deprecated and had to update some of them. Lessons learned for the next major ...

  • Hi Marko, we learned quickly that any processes based on the old Process Stage in the account entity had to be run in the BPF entity record instead after the upgrade. We also ran (briefly) into an issue when creating an account record resulted in two ...

  • Hi Axel, You can also use BPF entity to capture the Active stage, Duration, Process ID etc. Now each time you create BPF, special entity for it is created. Lets say that you create "Opportunity Sales Process" BPF, entity Opportunity Sales Process ...

    1 person likes this.
  • Welcome!

    Collaborate with user group participants in and around Indianapolis, IN! Network with others in our area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to our local community.

    Be sure to bookmark www.crmug.com/indianapolis for quick & easy access to our community!

    Chapter Leaders: 
    @Julie Reynolds Enterprise Information Steward II,
    Brotherhood Mutual Insurance

    @Robin Scobell Marketing Specialist,
    SePRO Corporation

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