Microsoft C360 manual Introduction, Features

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Introduction

ImportManager 2008 is a powerful tool that allows mass manipulation of data inside Microsoft Dynamics CRM, with unprecedented control during both import, deletion and updating of data.

With the new intuitive Office 2007 User Interface it is easy to set up complex data manipulation tasks in just a few short steps.

ImportManager 2007 can do much more than just import data to Microsoft Dynamics CRM. Complex matching is possible without any prior SQL knowledge. There’s easy drag and drop mapping of fields. With the new dynamic fields, it is possible to change data on the fly. Furthermore it is possible to delete data as opposed to import or update data.

ImportManager 2008 has a new client-server architecture that enables one ImportManager 2008 installation to connect to several different CRM Servers. It is then possible to log into the ImportManager 2008 Server from a client and control it according to ones user privileges.

In addition ImportManager 2007 can be scheduled to run tasks automatically on a regular basis, ideal for larger imports or conservation of system resources during office hours. A feature that enables you to make sure your CRM database is always updated with the latest information from all external sources.

ImportManager 2008 works with Excel, Access, SQL, ERP Systems, Text Files, other CRM Systems, any ODBC system and thus just about anything you can imagine.

Features

Feature Comparison Table (click to view full screen image).

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Contents C360 Import Manager User Guide Table of Contents Introduction FeaturesInstallation and Setup Detailed Version Installer StartupRequirements Short VersionWelcome Destination Folder End-User License AgreementDatabase Server Ready to InstallCompleted InstallingConnect Edit web.configIE Security Warning File Download Security WarningSelect Installation Folder Confirm Complete Locate login informationStart ImportManager LoginFinished Starting up/connectingChoose Server Type LicenseCreating a Server Create ServerChoose licensing method Connection InformationAdd User Creating a UserUser Details Associating Server Save UserUser Associated Check LogSetting up the Data Source Upload File Simple ImportText Source Browse to the file Data Source New Data SourceText File Settings Done Setting up the Package New PackageOverview Page Setup Import Rule Import Rules Overview Matching Add Filter Add Conditions Page Field Mapping Page Run Import Page Done Odbc Source Setting up the Data Source New Data SourceData Source Selection Select * from Contacts Odbc SettingsPackage Overview Setting up the Package Create PackageSetup Import Rule Create Rule Rule Overview Matching Field Mappings Save & Run Finished Login failed FAQ and Common ErrorsRemote name could not be resolved ‘local Appendix a Installing SQL Error
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