April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Import/Export Data
Similar to Advanced Find, you can find the Import Data and Export to Excel options in the ellipsis option (see Figure 5.14).
FIGURE 5.14 Microsoft Dynamics CRM 2013 ellipsis menu options for import/export.
The Export to Excel option is similar to earlier versions of Microsoft Dynamics CRM, but the Import Data option now includes the option to download the template for the particular entity.
Figure 5.14 shows the Import Data option for the Case entity, along with the Download Template option. You can open the Import Data Wizard by selecting the Import Data option.
Read more about working with the Import Data Wizard in Chapter ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.