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

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Using Excel to Edit and Clean Up Records

CRM 2011 adds a new feature when working with Excel. You may export to Excel, modify, and then reimport into CRM. This is commonly referred to as data enhancement. By using Excel’s native formulas, you can improve or correct CRM data in Excel and then import the corrected data on top of the incorrect data, enhancing the quality of the information displayed in CRM. To access this function, follow these steps:

1. Navigate to the Advance Find or other view of data you would like to enhance.

2. Click Export to Excel.

3. Choose Static Worksheet.

4. Check the box Make Data Available for Re-importing by Including Required Column Headings.

5. Save the export to a local file.

6. Open the file.

7. Make modifications ...

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