Mastering Microsoft Dynamics CRM 2016

Scenario 3

Acme Ltd has been using Excel files to manage their sales contacts, and they now wish to import their contacts (essential fields) into Dynamics CRM in one go. Dynamics CRM provides out-of-box data import files for this purpose.

1. The following is the Excel file that the Acme Ltd Sales team wants to import into the Dynamics CRM contacts:

The essential fields that Acme Ltd wants to initially import are as follows:

• • First Name: This is the first name of the contact
  • Last Name: This is the last name of the contact
  • Company: This is the company to which the contact belongs
  • Email: This is the email for communicating with the contact