Microsoft Dynamics® CRM Training

Using the Import Data Wizard

Video Details
In CRM Online, Users can utilize the Import Data Wizard to import large or small amounts of records. The wizard can be used to import default records types such as Accounts, Contacts, and Cases, as well as custom record types. In this tutorial video, we demonstrate how to use the Import Data Wizard to import a list of sample Contacts from a comma-separated values (.csv) document. We also demonstrate how to manually map Source Fields to CRM Fields.

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