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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Exercise

Create a data file using Microsoft Excel. Include the company name, contact name, contact address, telephone number, e-mail address, web page, and source. Save this file as a CSV file and import it into Microsoft Dynamics CRM. During the import, map each of your fields from your Excel file to fields within the Lead entity in Microsoft Dynamics CRM. Notice that you have to upload a sample data file and, if you have not added a header row to your Excel spreadsheet, the sample data file might be a bit tougher to map to the Lead entity. You might also notice that it is beneficial to have a first name column and a last name column in your data file because the Lead entity has the name split into three fields. For the Topic field, map the ...

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