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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 18. Importing Data

Chapter at a Glance

Importing Data

In this chapter, you will learn to

Create data maps.

Import records by using the Import Data Wizard.

Map data automatically in the Import Data Wizard.

View the results of an import.

Resolve import errors.

Sales and marketing professionals often need to load bulk data into their Microsoft Dynamics CRM systems. Manually entering these records can be a time-consuming and expensive task. Examples of bulk data imports include:

  • A list of leads, contacts, or accounts purchased from a third party.

  • A list of contacts obtained from a recently attended conference.

  • A file of business contacts brought by an employee ...

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