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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 16. Import and Export

Using the Import Data Wizard

You can perform most simple imports using the Import Data Wizard. This tool, which is accessible both from within Outlook and in the Microsoft Dynamics CRM web client, will import data into any entity from a CSV file.

Task A Importing a text file

Using the Import Data Wizard, you can import any CSV text file. Before running an import job, it’s probably a good idea to open your data file in Excel and check the actual data to make sure it is consistent with the existing data and field structure in Microsoft Dynamics CRM.

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