Preparation Tasks for Specific Record Types
For any record type you import, it is helpful to know which fields are required, used to create relationships, or calculated.
More information: Entity Reference (Resource Center), Tasks for Specific Data Types
Some record types have unique requirements. If you are importing any of the record types listed below, read the topic first to identify any required steps you must do in advance in either Microsoft Dynamics CRM or in your source files.
How Note and Attachment Records Are Imported
How Address Records Are Imported
How Business Unit Records Are Imported
How Contract Records Are Imported
How Activity Records Are Imported
How Article Records Are Imported
How Product Records Are Imported
How Subject Records Are Imported
How Facility/Equipment Records Are Imported
How Custom Record Types Are Imported
