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

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What Data to Capture and the Import Process

There are a number of different drivers for putting data into Microsoft Dynamics CRM. These may range from entering basic contact information to logging specific areas of interest or market sector information. Among the benefits of importing data (either individual contacts or businesses) into the Lead entity is the ability to easily qualify and convert a Lead entity to a Contact entity or Account entity, with all the associated relationship information. Entering this information manually as Contact entities and Lead entities entails creating individual records for both and associating them as primary contact and parent account. We will cover this qualification and conversion process later in this hour. ...

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