As a CRM sys admin I was requested by my boss to report him of new accounts created in the past 12 months. BUT this request is specifically for accounts created manually one by one (via the crm GUI), NOT imported in bulk!
So, my query is how can I filter this view to "not imported"?
Is there a certain property to define imported records?
Or some way to read this definition out of the UID of the record?
Use the "Import Sequence Number" field. If this field contains data, the Account was imported using bulk import. If it does not contain data, it was created without using bulk import.
Related
i am not able to populate the system field "Prject" on opportunity record if the project and opportunity records have a different constituent
I have created the project from opportunity, but by some reason the opportunity has not been linked with the created project. I tried to connect them(populate the project field on opportunity) using a script but get the error: Invalid job reference key for the entity . It seems that netsuite doesn't allow project to be linked with the opportunity with a different client. Is there a way to populate the program field "Project" on opportunity and link the record with each other without changing the constituent on the records?
You would have to create a new Custom body or column field that would allow you to select any Project (regardless of which constituent/institution it is attached to). From there make considerations for why you want the 2 linked, and note that NetSuite will not complete any automation based on this custom field. You will have to make other modifications depending on business needs.
I have created a bunch of NetSuite Entity Fields through the UI (Customization > List, Records & Fields > Entity Fields > New) in one of our two NetSuite Sandbox instances.
I now need to recreate those same fields in our other sandbox, and then eventually in production.
Rather than input them by hand every time, I'd like to either export/import them, or, script them. Unfortunately the information provided by NetSuite doesn't seem to cover this (if it does it's very hard to find). For example, the Import CSV functionality doesn't seem to cover Entity Fields, and the "SuiteScript Supported Records" documentation (for 1.0) doesn't seem to cover them either.
Is it possible to export/import Entity Fields either via CSV or script?
The way to do this is by creating a 'SuiteBundle' that packages your customizations, which you can then share with other accounts.
You can view the documentation here (Netsuite login required).
I have to import data from a foreign system into a CRM instance. The foreign system has an ID for either a contact or account (which is also present in CRM, the common identifier).
I'm wondering if it would be possible to extract that data simply through SQL Management Studio, paste this in an Excel file, upload that file through Data Management and have CRM recognize a certain column (the common identifier) as the key, and update all the other fields that would present in that Excel file I plan to upload.
For example, in said foreign system I have:
ClientID ValueNotPresentInCrm
344555 Bleh
And currently, in CRM, I have
accountid xmr_clientid xmr_ValueNotPresentInCrm
24436EDB-9CFA-E511-80C0-00155D7B5806 344555
Obviously, I want to update the xmr_ValueNotPresentInCrm column.
Is this even possible ?
There are two distinct flavours of Excel upload in CRM.
Create new records.
Update existing records.
You will need to use option 2, this involves downloading an Excel file (actually XML) which contains the existing records, making changes in Excel, uploading the file again.
Its a little long winded but is the simplest solution. PowerObjects has a nice tutorial here.
I would also take a look at the Configuration Migration tool from the SDK. It allows you to specify a uniqueness condition on import (see step 12), which would be particularly useful to your scenario.
There is also an open source, custom tool called the Dynamics CRM Configuration Data Mover which you also may find useful. It's less relevant to your scenario because it doesn't seem to have an equivalent uniqueness condition feature, but it's still worth noting.
I am trying to read some columns from my CRM database in SharePoint 2010 list using external content type via SharePoint Designer 2010. But the GUID fields are refusing to be imported. By this, what I mean is, when I create an External List based on the External Content Type created in SPD, the list doesnt show the fields that are of GUID type. There is no error messages, warnings, or log file entries that explains this. Any ideas as to why this may be happening?
I am not trying to edit or write back to the database, simply read. I can read/see other fields fine in the destination list.
I have the exact same issue. For me I was hoping to Edit the GUID or add it, but since the External List does not show the GUID at all I can't do any of that. You stated you just need to read it though. You can get the GUID type columns to show up by creating a new PAGE and adding a Web part of type 'business data list' which connects to your External Content Type. Look at the link below...specifically the part half way down entitled "Deploy the solution and create new page to see the associated data lists". It is very useful to link up data between tables too using Business Data Related Lists.
http://blogs.msdn.com/b/vssharepointtoolsblog/archive/2010/08/02/walkthrough-of-creating-association-between-sharepoint-bdc-entities-using-visual-studio-2010.aspx
A customer of ours has an Access 2007 application with a form for creating tasks for upload to a Sharepoint Task List. The user fills in the form (title, status, priority, start date, due date). The user then places check marks next to the sharepoint user names that this task must be assigned to (one task per sp user selected). This data is aggregeated into a TaskQueue table and the tasks are added to the Sharepoint list successfully (through a linked list - i think). The problem is that we need to include zero or more attachments for each task item. Is there a way to do this through a macro, VBA, or some other built in functionality that I haven't learned about yet?
My initial idea was to use a C# windows service that monitors this taskqueue table then uses the Lists.asmx Shareopint web service and the AddAttachment method when given the List item ID and NTFS path to the attached file to add the attachments to the task list item in Sharepoint.
After playing around with Access and setting up a linked table to a Task List in Sharepoint, I found that you can add attachments through the Access 2007 datasheet view. The problem is that you can only select one user or SP group in the Assigned TO field. They have a lot of repetitive tasks to assign to a bunch of separate people.. That's why they developed this form. If anyone has an idea on how to solve this issue please let me know. Also does anyone know of any good Access 2007/Sharepoint integration resources?
Thanks in advance!
have the attachments upload as part of the Access form.
load attachments into a Document Library
Check off users like they are currently being done
Add hyperlinks to the attachments uploaded in step 2 to the Description (rich text) field. (maybe done automatically in steps 1-2)
Leave TaskQueue table alone.
This way, 0..n documents can be included. The task list just stores structured data, and the documents are stored in a document library once, and you don't have runaway growth when attaching 1 document to 5 different tasks (resulting in 5 copies of the document).