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Microsoft Dynamics® CRM 2011 Step by Step by Jim Steger Mike Snyder and Brendan Landers

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Chapter 18. Bulk Data Importing

Chapter at a Glance

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

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

  • A list of contacts obtained from a conference recently attended by the sales staff.

  • A file full ...

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