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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Importing data in Microsoft CRM 2011

The recruiter team has selected some candidates from a job site and downloaded their resumes; we need to import these candidate records into Microsoft CRM with their resume as an attachment. In order to import data into Microsoft CRM, we need to first download the data import template for the Candidate and Note entities.

Tip

You can refer to Chapter 2, Customizing Microsoft Dynamics CRM 2011, to export the data import template from Microsoft CRM.

Use the following steps to import a resume to Microsoft CRM:

  1. Copy Candidate.xml into a new folder, let's say DataImport.
  2. Create a folder called Attachments under DataImport, and keep all resumes in that folder.
  3. Fill the required information in Note.xml.
  4. Select all files from ...

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