Microsoft Dynamics® CRM Training

Basic Data Import 01

Video Details

As you deploy your Microsoft Dynamics CRM solution, chances are your organization has some data that will need to be imported into the system. As part one of a two-part series, this video is designed to introduce you to a couple of methods that will make your job a little easier when importing your company’s data.

We discuss the Templates for Data Import function, which allows you import an XML spreadsheet containing data for a designated entity. We also walk you through the process of creating and importing a custom template.

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