Export Records from CRM 2011 to Sharepoint 2013
We currently have CRM 2011 and are about to install Sharepoint 2013.
We are wondering is it possible to export records from Entities in CRM 2011 to a folder in Sharepoint 2013?
If this is possible can it be automated to run on a schedule?
Any help on this is greatly appreciated.
Thanks.
You can use a custom timer job in SharePoint 2013 to be scheduled to run. This job could interact with your CRM system to import the entities to a folder or List in SharePoint. Andrew has a link here:
http://www.andrewconnell.com/Creating-Custom-SharePoint-Timer-Jobs
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How to export from Outlook 2011 to Outlook 2013?
As an Outlook user of old when I bought my Mac I was keen to try out Outlook 2011 for Mac which managed to import my Windows PSTs without any issues.
However, now I have a Windows 8 machine running Outlook 2013 I want to go the other way and I don't see any easy way of doing so.
I'm hoping that someone can tell me how I export all of my mail from Outlook 2011 to Outlook 2013
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Many thanks and kind regards, Cliff Hobbs Microsoft MVP - ConfigMgr/ SMS (2004 - Present) Owner FAQShop.com - Giving You the FAQs | http://www.faqshop.com/wp/As an Outlook user of old when I bought my Mac I was keen to try out Outlook 2011 for Mac which managed to import my Windows PSTs without any issues.
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Many thanks and kind regards, Cliff Hobbs Microsoft MVP - ConfigMgr/ SMS (2004 - Present) Owner FAQShop.com - Giving You the FAQs | http://www.faqshop.com/wp/
Hi,
As in my estimation, it’s not viable to export Outlook 2011 to Outlook 2013 Windows 8 without having any third party tool, somehow without any payment it is possible, by using any free trial version for limited file conversion you can try any reliable third
party tool but for multiple or unlimited Mac OLM files conversion you have to make use of a third party tool. In the midst of various third party tools it’s too complicated to find out that, which tool is reliable for making this conversion.
Or else can try manual procedure for this conversion, but its lengthy and no surety. Outlook Mac Exporter software is one of the reliable tool for exporting Mac Outlook 2011 items to PST file format. You also can try this tool and I am sure it will provide
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Read more through this article: http://articles.abilogic.com/39444/transfer-olm-pst-windows-outlook.html -
Upgrade from CRM 2011 to CRM 2015
Hello,
Can we upgrade from crm 2011 to crm 2015 without going to crm 2013? If yes, Can you please let us know the steps involved, very briefly?
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thanks,
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Unfortunately you can't. Recheck
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Dynamics CRM MVP/ Technical Evangelist at
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Is it possible to export contacts from Outlook 2011 for Mac and importing this file back into Mac Address Book.? please reply me its urgent
Is it possible to export contacts from Outlook 2011 for Mac and importing this file back into Mac Address Book.? please reply me its urgent
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Hello everyone,
I need to migrate files of various formats from two databases to SharePoint 2013 ? How should I pursue? Please explain..
Scenario : Two different databases on different systems have loads of files. I need to migrate them to SharePoint?
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You need to copy the database into your network shared folder or SharePoint Server where you wanted to attach this content DB to your newly created web application.
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ManishI mentioned EMIGALL because that's the ISU migration workbench... and if there is a need to create BP contacts with external number range, that's definitely when transferring data from the legacy system into a brand new SAP system. So: as I don't have an ISU system available right now, may you please kindly check if migration object BCONTACT allows external numbering? If yes: you get your function module. If no: I guess that's because this is not supported by SAP.
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Hi All,
Please let me know the best/fast approach to export all the Contacts, Activities and Opportunities data from Dynamics 2013 online application?
The data is in huge quantity and export to excel will not help.
Thanks,
SilkyHello Silky,
I found out a project on codeplex "Microsoft Dynamics CRM Bulk Update and Export tool" which may suit your exact needs. However this only supports CRM 4.0. Did some more research and found that a blog has been written for Using Bulk Data Export
tool of CRM 4.0 with CRM 2011. I am providing both the links below.
Microsoft Dynamics CRM Bulk Update and Export tool
https://mscrmbulkupdatetool.codeplex.com/
Nishant Rana's Blof to tweaking it for CRM 2011
http://nishantrana.me/2011/05/09/using-bulk-data-export-tool-of-crm-4-0-with-crm-2011/
I hope this helps you!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/ -
Export and import a list in sharepoint 2013
Hi Team,
I have an share point 2013 application which is an input wizard that allows user to enter some employe information and after user submits the same. these records are stored in form of sharepoint list.
as part of load testing , I need to create this list with more than 100 records. i can use coded ui to enter information and create records, but this will take good amount of time.
is there any way i can import the list to an excel and then add my test records using some c# code and then import back the excel to share point list.
Can any one help in this regard.
Thanks,Hi,
There are many options we can select to import the excel file to SharePoint list.
First option, you can use the “Export to Excel” option to export the list items to a excel file, create records in the excel, then save the file to local machine.
Now, you can use the “ Export Table to SharePoint List” option under the DESIGN table tool in the Excel to export the file to a new list in the SharePoint.
You can also use Excel 2007 Add-in(it works in SharePoint 2013) to achieve the same function.
http://msdn.microsoft.com/en-us/library/bb462636%28v=office.11%29.aspx
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Site Content->add an app->Import Spreadsheet
What’s more, you can also use the SPImporter tool to import data to SharePoint.
https://spimporter.codeplex.com/
You can also import the Excel data to SharePoint list programmatically.
http://ravimaloth.blogspot.com/2013/06/upload-excel-data-into-sharepoint.html
http://social.technet.microsoft.com/wiki/contents/articles/18830.sharepoint-2010-import-data-from-excel-into-a-list-using-powershell.aspx
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support -
Migrating from CRM 2011 on-premises to CRM Online (Attachments)
I need to move our CRM 2011 on-premises to CRM Online. I got my customizations into CRM Online. My next task is to get the data there. Some are easy but I am not sure how to handle
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b) export and then import emails and products
c) export and then import cases
However, how to I assure that all these records are still having the same connections (case 100 connected to email 501 and 502, etc)
2) Some records have files associated with them. The biggest one is emails that have attachments. How can I get these emails into CRM Online including attachments?Thanks. Scribe is way too expensive. SSIS might be an option I need to explore more. Any opinion about Microsoft Dynamics CRM Instance Adapter? I am reading some articles about it and consider giving it a try. However, I can't even find the download despite
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https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/03/12/microsoft-dynamics-crm-2011-instance-adapter-part-1-downloads.aspx -
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Hi there,
We currently run CRM 2011 on-premise, we have 5 users and minimal customisations so far. We would like to migrate from On-premise to Online as we have this available through our Office 365 plan. Is there a migration tool available from Microsoft, or a manual
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Click Next->Choose what you want to export.
Click Next to export.
Then you can go to another CRM Online instance, go to Settings->Solutions->Import solution.
2. Data
For the out of box function of CRM 2011 Online, we does not support all data export one time. But we support all data export for one entity one time as following:
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1. Create a view of all fields for the record type Account.
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Click Edit Columns in the dialog that pops up and then click Add Columns.
Click the checkbox in the header to select all columns. (This will export data for all columns, some of which may not be importable)
Click ‘ok’ and then Click ‘Save’ on the Ribbon in Advanced find dialog. It will prompt you for name of the view .Provide the name for the view.
2. Navigate to view (Account) and Export the data in Static Excel format.
a) Go to Accounts Grid.
b) Navigate to Accounts view.
c) Click Export to Excel.
d) Select “Static worksheet with records from all pages in current view”.
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Need to export data from reporting server to SharePoint List
I have built a rudimentary dashboard using Excel and PowerPivot Gallery on SharePoint 2010. I successfully exported the first dataset to a SharePoint List that I can access from my dashhboard, making it fairly portable. (Whoop!) I've also found
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The most critical is an existing Odata connection:
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Any ideas?
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Another thing I've tried is exporting the data through the Table menu. But since the list already exists, I can't do anything with it.
Adios, Clay HarrymanHi,
Do you have your Odata connection stored in a sharepoint list zo you can reference to that point?
Maurice
When you see answers and helpful posts, please click Vote As Helpful, Propose As Answer, and/or Mark As Answer. Thank You -
Retrieve data from a list in SharePoint 2013 provider hosted App using CSOM
I have developed a provider hosted app in SharePoint 2013. As you already know, Visual Studio creates web application and SharePoint app. The web application gets hosted inside IIS and the SharePoint App in SharePoint site collection. I'm trying to get
data from a list hosted in SharePoint using CSOM. But I get ran insecure content error.
here is my code in Default.aspx
<script type="text/javascript" src="../Scripts/jquery-1.8.2.js"></script>
<script type="text/javascript" src="../Scripts/MicrosoftAjax.js"></script>
<script type="text/javascript" src="../Scripts/SP.Core.js"></script>
<script type="text/javascript" src="../Scripts/INIT.JS"></script>
<script type="text/javascript" src="../Scripts/SP.Runtime.js"></script>
<script type="text/javascript" src="../Scripts/SP.js"></script>
<script type="text/javascript" src="../Scripts/SP.RequestExecutor.js"></script>
<script type="text/javascript" src="../Scripts/App.js"></script>
<html xmlns="http://www.w3.org/1999/xhtml">
<head runat="server">
<title></title>
</head>
<body>
<form id="form1" runat="server">
<div>
<input id="Button1" type="button" value="Get title via CSOM" onclick="execCSOMTitleRequest()" /> <br />
<input id="Button2" type="button" value="Get Lists via CSOM" onclick="execCSOMListRequest()" />
</div>
<p ID="lblResultTitle"></p><br />
<p ID="lblResultLists"></p>
</form>
</body>
</html>
and App.js is:
var hostwebUrl;
var appwebUrl;
// Load the required SharePoint libraries
$(document).ready(function () {
//Get the URI decoded URLs.
hostwebUrl =
decodeURIComponent(
getQueryStringParameter("SPHostUrl")
appwebUrl =
decodeURIComponent(
getQueryStringParameter("SPAppWebUrl")
// resources are in URLs in the form:
// web_url/_layouts/15/resource
var scriptbase = hostwebUrl + "/_layouts/15/";
// Load the js files and continue to the successHandler
//$.getScript(scriptbase + "/MicrosoftAjax.js",
// function () {
// $.getScript(scriptbase + "SP.Core.js",
// function () {
// $.getScript(scriptbase + "INIT.JS",
// function () {
// $.getScript(scriptbase + "SP.Runtime.js",
// function () {
// $.getScript(scriptbase + "SP.js",
// function () { $.getScript(scriptbase + "SP.RequestExecutor.js", execCrossDomainRequest); }
function execCrossDomainRequest() {
alert("scripts loaded");
function getQueryStringParameter(paramToRetrieve) {
var params = document.URL.split("?")[1].split("&");
var strParams = "";
for (var i = 0; i < params.length; i = i + 1) {
var singleParam = params[i].split("=");
if (singleParam[0] == paramToRetrieve)
return singleParam[1];
function execCSOMTitleRequest() {
var context;
var factory;
var appContextSite;
var collList;
//Get the client context of the AppWebUrl
context = new SP.ClientContext(appwebUrl);
//Get the ProxyWebRequestExecutorFactory
factory = new SP.ProxyWebRequestExecutorFactory(appwebUrl);
//Assign the factory to the client context.
context.set_webRequestExecutorFactory(factory);
//Get the app context of the Host Web using the client context of the Application.
appContextSite = new SP.AppContextSite(context, hostwebUrl);
//Get the Web
this.web = context.get_web();
//Load Web.
context.load(this.web);
context.executeQueryAsync(
Function.createDelegate(this, successTitleHandlerCSOM),
Function.createDelegate(this, errorTitleHandlerCSOM)
//success Title
function successTitleHandlerCSOM(data) {
$('#lblResultTitle').html("<b>Via CSOM the title is:</b> " + this.web.get_title());
//Error Title
function errorTitleHandlerCSOM(data, errorCode, errorMessage) {
$('#lblResultLists').html("Could not complete CSOM call: " + errorMessage);
function execCSOMListRequest() {
var context;
var factory;
var appContextSite;
var collList;
//Get the client context of the AppWebUrl
context = new SP.ClientContext(appwebUrl);
//Get the ProxyWebRequestExecutorFactory
factory = new SP.ProxyWebRequestExecutorFactory(appwebUrl);
//Assign the factory to the client context.
context.set_webRequestExecutorFactory(factory);
//Get the app context of the Host Web using the client context of the Application.
appContextSite = new SP.AppContextSite(context, hostwebUrl);
//Get the Web
this.web = context.get_web();
// Get the Web lists.
collList = this.web.get_lists();
//Load Lists.
context.load(collList);
context.executeQueryAsync(
Function.createDelegate(this, successListHandlerCSOM),
Function.createDelegate(this, errorListHandlerCSOM)
//Success Lists
function successListHandlerCSOM() {
var listEnumerator = collList.getEnumerator();
$('#lblResultLists').html("<b>Via CSOM the lists are:</b><br/>");
while (listEnumerator.moveNext()) {
var oList = listEnumerator.get_current();
$('#lblResultLists').append(oList.get_title() + " (" + oList.get_itemCount() + ")<br/>");
//Error Lists
function errorListHandlerCSOM(data, errorCode, errorMessage) {
$('#lblResultLists').html("Could not complete CSOM Call: " + errorMessage);
Any solution is appreciated.Hi,
To retrieve data from list in your provider-hosted app using SharePoint Client Object Model(CSOM), you can follow the links below for a quick start:
http://msdn.microsoft.com/en-us/library/office/fp142381(v=office.15).aspx
http://blogs.msdn.com/b/steve_fox/archive/2013/02/22/building-your-first-provider-hosted-app-for-sharepoint-part-2.aspx
Best regards
Patrick Liang
TechNet Community Support -
Migrating from Moss 2007 to SharePoint 2013
I am reaching out here as we require some inputs around migrating the SharePoint based application from MOSS 2007 to 2013.Please find more details from below
Requirement:
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to this
Note:
1) The site collection has its own separate content database
2) There are nearly 200 thousand documents where the document with higher version is 90
3) The documents are stored in the libraries with up to third level of folder structure
4) The site collection is created based on custom site definition (created using visual studio)
Few things that I like to mention/ask here
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f) If database attach and detach doesn’t help for databases which are of size 500GB, should we go for any tool based approach? If yes, which tool does best fit?a) Having 500GB data in one single content database inj the MOSS 2007 environment does it impacts
the site performance?
Inder: Yes, it will impact site performance at large extended, recommended is 200 gb only. Check it IO of your disk to analyze performance issue
b) Migrating the site collection as is onto single content database (all 500 GB into one content
database) into destination SharePoint 2013, does it will be a good practice? Hope SharePoint 2013 content database limit is 200 GB, hence moving 500GB as is into one database will it be good practice?
Inder:
Content database size (all usage scenarios)
4 TB per content database
Supported
Content databases of up to 4 TB are supported when the following requirements are met:
Disk sub-system performance of 0.25 IOPs per GB. 2 IOPs per GB is recommended for optimal performance.
You must have developed plans for high availability, disaster recovery, future capacity, and performance testing.
http://technet.microsoft.com/en-us/library/cc262787%28v=office.15%29.aspx#ContentDB
c) Does database attach and detach works for the databases which are of size 500GB?
Inder: Yes it does work
d) Can we do database attach and detach directly from MOSS 2007 to directly onto SharePoint 2013, without
hopping onto SharePoint 2010 in between and then later to SharePoint 2013?
Inder: No, you need to pass through 2010 and then 2013
e) If moving 500GB data into one content database will not be a good approach, can we split it onto
multiple databases?
Inder: you can go with 500 gb
f) If database attach and detach doesn’t help for databases which are of size 500GB, should we go for
any tool based approach? If yes, which tool does best fit
Inder: Below are few tools you can try
http://www.metalogix.com/Products/Content-Matrix.aspx
http://en.share-gate.com/
http://www.avepoint.com/sharepoint-migration-tools/
http://www.quest.com/sharepoint/migration.aspx
If this helped you resolve your issue, please mark it Answered -
How to retrieve ascx file from the Template folder in SharePoint2013
My issue is, I have WSP only so I changed into zip and got my all web parts and also one dll file after that decrypted dll and got some C# code
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AshishHi Amit,
you can not move specific changes from Dev to production.
but you can follow this process to make your workflow as it is as in Dev:
Create a new workflow on the new list in Product.
Create at least one step, one condition and one action in this workflow.
1. In Dev server open your .xomal file as XML and copy the entire contents.
2.In Production server Open your .xoml file as XML and Paste the entire contents
3. repeat this operation for the xoml.rules file
4.Double click the .xoml file for the new workflow to open the workflow in the Workflow Designer and click Check Workflow to verify no errors and then click Finish to ensure the workflow is saved.
Whenever you need to make changes apply the same.
Please Mark Answer and Vote me if it will to resolve your issue -
HI,
I am using VS 2012, I have selected the option "sharepoint sequential workflow (Farm solution) option and not the workflow App model.
Earlier in SharePoint 2010, the approver status column can be got from ExtendedProperties["TaskStatus"] and which contained either "#" or "@" as its value.
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(new System.Collections.Hashtable.HashtableDebugView(TaskPropertiesForManagerAfter.ExtendedProperties)).Items[12]
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