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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 Wizard

The Import Wizard has vastly increased in functionality with this version of Microsoft Dynamics CRM and now supports the following:

• Picklist and lookup mapping

• Multiple entity mapping from a single upload file

• Bulk update

To launch the Import Wizard and import data, follow these steps:

1. Either select Import Data from the Ribbon menu or select File, Tools, Import Data. The Data Import Wizard opens, as shown in Figure 29.5.

Figure 29.5 Data Import Wizard.

image

The Import Wizard will take the following files:

• CSV

• TXT

• XML

• ZIP

Caution

Although the upload size cannot exceed 8MB, you can have a zip file that contains multiple ...

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Publisher Resources

ISBN: 9780132682084Purchase book