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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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Using the Import Data Wizard

The Import Data Wizard is a simple and intuitive interface that navigates you through the import process. In just a few steps, you can import your records into Microsoft Dynamics CRM. Most entities are available for data import. By default, the following record types are available for import:

Account

Discount

Phone Call

Address

Discount List

Price List

Announcement

Document

Price List Item

Article

E-mail

Product

Article Template

Facility/Equipment

Quote

Business Unit

Fax

Quote Close

Campaign

Invoice

Quote Product

Campaign Activity

Invoice Product

Role

Campaign Response

Lead

Sales Literature

Case

Letter

Service

Case Resolution

Marketing List

Service Activity

Competitor

Note

Site

Contact

Opportunity

Subject

Contract

Opportunity Close

Task

Contract Line

Opportunity ...

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