Customer Data Type in CRM 2016

New Data Type “Customer” has been introduced in CRM 2016 and can create in Custom Entity as well.

Customer Data Type is combination of both Contact and Account Entities, one can choose either Contact or Account record.  

We can give proper Relationship Names (To Account & To Contact) before creating this field (if required or we can use as it is).

After Creating this field two Relationships will be created one with Account and one with Contact.

Create this field and place it on the Form, Save and Publish.

Open New Record and Test this field to select either Account or Contact.

Import CRM Organization Using CRM SQL Server backup file

Import CRM Organization using Existing SQL Server CRM Database backup file.

 Follow the below steps

Step 1: Open SQL Server Management Studio. I am using SQL Server 2012 Enterprise Edition.

Step 2: Provide Server name, Authentication, User name and Password. Click on Connect.

Step 3: Take Backup of the Required Organization before do this Operation.

CRM Organization database backup

Please follow the below steps to take CRM Organization database backup,

§  Open SQl Server & Expand Database

§  Right Click on required organization to take Backup

§  Go to Tasks -> Backup

Step 4: Right Click on Databases and click on Restore Database.

Step 5: Follow the below points,

1.             Select Device.
2.             Click on … (Browse) button.
3.            Click on Add.
4.            Browse bak file that you would like to create Org in MSCRM.
5.             Click OK and Ok.

Step 6: Provide Destination Database Name that you would like to give for New CRM Organization and click ok.

Step 7: Once the database is restored, you can see the below Message and Click on OK.

Step 8: Open CRM Deployment Manager and Click on Import Organization….

Step 9: You can see the below SQL Server and Organization database name automatically. Click Next

Step 10: Provide Display Name for the New CRM Organization. Automatically Unique Database Name will populate and Click on Next.

Step 11: Report Server URL will auto populate or Provide required URL. Click on Next.

Step 12: Select Automatically Map Users, and click on Next.

Step 13: You will see the list of Active Directory Users. Click on Next.

Step 14: Click on Next.

Step 15: Click on Import.

Step 16: Update Organization is in Progress.

Step 17: Organization imported Successfully. Click on Finish.

Step 18: Go to CRM Deployment Manager and browse for the Organization that you created.