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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Import Templates

Not found in Settings, Templates, but rather in Settings, Data Management, there exist data import templates, as shown in Figure 29.1.

Figure 29.1 Data management interface.

image

When selected, users are presented with the option to download data templates for entities (including custom entities) by selecting the record type and clicking Download (see Figure 29.2).

Figure 29.2 Templates for data import.

image

Tip

You can also download the specific entity template from the entity directly by navigating to Import Data, and then choosing Download ...

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Publisher Resources

ISBN: 9780132682084Purchase book