Importing the UII Options.csv File

The audit flags of UII Options are not automatically uploaded to Microsoft Dynamics CRM as part of the UII Installation. The UII Options.csv file, which is available at [Install Directory]\Microsoft Uii\UII-Solution, has to be uploaded to Microsoft Dynamics CRM.

To upload UII Options.csv

  1. Using CRM administrator credentials, log on to Microsoft Dynamics CRM.
  2. In the left navigation pane, click to Settings > UII Settings > UII Options.
  3. In the UII Options action pane, click Import Data, as shown in the following illustration.


  4. The Upload Data File page appears, as shown in the following illustration. Click Browse to navigate to the UII Option.csv file located at [Install Directory]\Microsoft Uii\UII-Solution, and then click Next.


  5. The Review File Upload Summary dialog appears, as shown in the following illustration. Click Next.


  6. The Select Data Map dialog appears, as shown in the following illustration. Click Default (Automatic Mapping), and then click Next.


  7. The Review Mapping Summary dialog appears, as shown in the following illustration. Click Next.


  8. The Review Settings and Import Data dialog appears, as shown in the following illustration. Click Submit.


  9. The Data Submitted for Import dialog appears, as shown in the following illustration. Click Finish.


  10. Click Refresh to view the uploaded audit flags.