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Microsoft Dynamics CRM 4.0 Installing Guide
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• If the source data requires custom entity, attribute, or list-value creation, the Data
Migration Wizard can customize Microsoft Dynamics CRM 4.0 as part of the migration
process.
• Data Migration Wizard lets you reuse data mappings from previous migrations. You can
then import similar data without the need to remap the data every time.
• Data Migration Wizard preserves the relationship between records when you migrate
data.
• A new import auto-mapping feature simplifies mapping source data. If the records use
attribute display labels as column headings in a CSV file, the data is automatically
mapped to the correct attribute.
• Data can be imported into most entities using the new Imports area in the application. For
each import, the user can view the status of each record in the import.
• Users can receive an e-mail notification when an import is complete.
• Data can be enriched by exporting it to a Microsoft Office Excel spreadsheet, adding
data, and importing the records.
• Duplicates can be detected automatically in various scenarios. For example:
o When you import records.
o When you create or update a record.
o When the Microsoft Dynamics CRM for Microsoft Office Outlook goes from offline
to online, or because of a workflow action.
• System administrators can run recurring duplicate detection on selected entities as an
asynchronous job.
• Users can run duplicate detection from any view on selected records, or all records, in
the entity.
• System administrators can define the rules for duplicate detection for each entity.
• Access control to data management features is based on privileges for the new entities:
data imports, import maps, and duplicate-detection rules, and on new global duplicate-
detection settings, which control where duplicate-detection is enabled.
What’s New in Customization?
Several of the new customization features include the following features:
• Set Form Assistant options in form properties. You can set options for how the Form
Assistant displays for each entity.
• Enable duplicate detection. In each entity you can decide whether to enable duplicate
detection.
• Select Input Method Editor (IME) mode for each attribute. IME mode can be set for
attributes that accept text or numbers. IME is used for East-Asian languages, such as
Chinese, Japanese, and Korean, accommodating the thousands of possible characters in
these languages to be entered using a keyboard.
• Download Web Services Description Language (WSDL) files. Use links available in
the Customization area to download WSDL files for programming
• Set Application Mode. In System Settings, you can select whether Microsoft Dynamics
CRM will run in application mode, which hides the address, tool, and menu bars on the
browser.
• Set ISV integration. In System Settings, you can select whether custom buttons or
menus appear.