Microsoft Dynamics® CRM 4.0 Step by Step

Chapter 18. Importing Data

Chapter at a Glance

In this chapter, you will learn to
✓	Create data maps.
✓	Import records by using the Import Data Wizard.
✓	Map data automatically in the Import Data Wizard.
✓	View the results of an import.
✓	Resolve import errors.

Sales and marketing professionals often need to load bulk data into their Microsoft Dynamics CRM systems. Manually entering these records can be a time-consuming and expensive task. Examples of bulk data imports include:

• A list of leads, contacts, or accounts purchased from a third party.

• A list of contacts obtained from a recently attended conference.

• A file of business contacts brought by an employee ...