I'm trying to move our product catalog from one CRM 4 install to another, is there a way this can be done, without backing up and restoring the CRM 4 database from the old install?
You could use the bulk data export tool for CRM4 to export the data you are looking for then import it back into your other installation.
http://blogs.msdn.com/b/crm/archive/2008/04/30/crm-4-0-bulk-data-export-tool.aspx
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I have a Power BI dashboard which has direct queries to an Oracle database, where I import data using SQL queries. On my local pbix file everything is fine. When I publish it to my enterprise powerbi.com site and want to refresh the data, I get the following error:
{"error":{"code":"DM_GWPipeline_Gateway_ProviderDataAccessArgumentError","pbi.error":
{"code":"DM_GWPipeline_Gateway_ProviderDataAccessArgumentError","parameters":{},"details":
[{"code":"DM_ErrorDetailNameCode_UnderlyingErrorMessage","detail":{"type":1,"value":"Unable to
find the requested .Net Framework Data Provider. It may not be installed."}},
{"code":"DM_ErrorDetailNameCode_UnderlyingHResult","detail":
{"type":1,"value":"-2147024809"}}],"exceptionCulprit":1}}}
Does anyone have any idea what could be causing the issue?
I have trawled through the Power BI forums and there does not seem to be a definitive remedy.
I don't have such an issue using Tibco Spotfire, however we are being pushed to use Power BI.
I found a work around. It seems that after you create the Views in Oracle, in PowerBI, you should rather import (as selected below) than make a direct query. Just click the import option and find your table with the view you create in the following options.
I still see the same error if I want to manually fresh the data on the PowerBI app, but I can at least now see my dashboard working, with the tables and graphics fully visible.
I have a task to migrate Data from a CRM on premise data to a CRM online organization. I used two options, which are, migrated data using CRM import wizard and MSCRM Toolkit. But in both options, ownership of the records change to the user who migrated the data and the created on date is also got changed.
In my application, owners of the records are important because some of the filtered views are based on that information. Hence is there a better way(tool or process) to migrate the data maintaining the record ownership?
I would suggest to use SSIS Integration Toolkit from Kingswaysoft. Inside it you can map owners between old and new CRM. Also you can use overriddencreatedon field during import to override creation date of a record with actual value.
We are using scribe to migrate data from a source into CRM 2015 Online. The DTS will run every 15 mins. Is it possible update the fields in the target based on a condition?
Currently I am following this approach:
IF(S1= UserVariables,#NULL!,S1 ).
Also “Allow NULL values to overwrite Target data” is unchecked. UserVariable is linked to that particular field.
The main reason for trying it this way is to stop the audit logs from building up in CRM if the source value is unchanged.(The client wants auditing ON for everything!). This is not working however. It is skipping the rows! No updates are performed even if the source value is different from target.
I tried IF(S1= "targetfield",#NULL!,S1 ), This time the updates are performing even if the source=target! Thus building up the audit logs.
Turning off auditing is not an option!
Is there any other way to do this?
Note: Using scribe insight v.7.7 on-premise.
I use CozyRock and Kingsway Soft mainly (Kingsway my personal pref), so I'm not 100% on the optimal approach for Scribe.
Anyhow, I normally write these to a staging table and then only update what will change. So if you:
Pulled records from the data source
Pulled corresponding records from CRM
Compared locally and built a staging table of only what will change
Finally update based on staging table records
This approach is typically faster and would not write unnecessary records to the audit log.
What's the difference between exporting data to Excel directly from one CRM organization and importing it into another one in comparison to using a tool like Data Export Manager or Scribe or Instance Adapter to migrate the data ? (Knowing that I already have my old organization's customizations imported into the new organization.)
The main difference is that when you export the data to Excel you can export only a single entity. So If your entities have several relationships you need to import back in order to avoid missing records.
Tools like Scribe or the Instance Adapter are able to deal better with these situations.
We have restored an old ms CRM database over a newer version. But when I try and add users which were already existed in newer version I get an error.
If I delete the users from our of active directory and then try to add them to CRM it works fine.
Is it possible that CRM is storing user information in the MSCRM_CONFIG. And can this be removed in a supported way?
Have a look at the SystemUser in the MSCRM_CONFIG table, I think i need to remove the users from this table. but I can't do a delete statement as it's not supported. :)
Did you restore this database using the Deployment Manager tool or simply by doing a SQL Restore? Doing this directly from SQL would cause issues. You'll need to delete the organization in the deployment manager and then delete the database in SQL. Then you should attach the database and recreate the organization from the deployment manager, pointing it to the existing database.
Restoring just the org DB can lead to issues as some user info is stored in the config DB as well. In fact, there are entries in there mapping the user to the org (SystemUserOrganizations), so when you restore the Org DB, this mapping is now out of date.
You would need to either go the Delete/Import route or manually do some unsupported cleansing of the Config DB Tables.