CRM 3.0 Bulk Import Wizard

On March 14, 2007, in Dynamics CRM, by Mitch Milam

[via CRM Team Blog]

Greetings Everyone,

The CRM team has given us another great example that allows us to import data into CRM Entities that are not normally supported by the import feature.

It supports most of the common numeric and text-based attributes as well as standard and custom CRM Entities.

You'll need Visual Studio 2005 to compile it into an executable, however.

Beyond just the basic added functionality of this utility, the source code contains a wealth of techniques that any CRM developer will find useful.  Everything from the use of Dynamic Entities, to reading a .CSV file, to the proper use of threading.

You’ll find it here on MSDN: Microsoft Dynamics CRM 3.0: Bulk Import.

This example came at exactly the right time for me as I am implementing custom import processes for three separate customers.  Seems like I owe someone a beer. :)>

Later, Mitch

 

3 Responses to CRM 3.0 Bulk Import Wizard

  1. [...] Original post by mitch and software by Elliott [...]

  2. [...] I was using a modified version of the Bulk Import Utility that I mentioned a while back and for this particular implementation, it made the import much more efficient if I supplied the GUID during the import process.  NOTE: In such a case all you do is assign the value of the GUID to the Entity's ID column, such as: [...]

  3. [...] Instead of using the native CRM import utility or going with a commercial product like Scribe Insight, I decided to use the Bulk Import sample application that Microsoft released a few weeks ago.  I chose this route because I wanted to gain experience with the tool and to better understand its capabilities.  I have a couple of upcoming projects that will probably utilize customized versions of Bulk Import so I wanted to know what I was getting myself into. [...]

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