General Interest

Articles about importing records

Use the these links to learn more about importing records to Microsoft Dynamics CRM using the Import Data Wizard. There are detailed steps for preparing a source file for import records and importing the file in Work with Imports.

On This Page

Videos

Getting Started

Preparing data for import

Examples of importing into specific record types

Blog posts

Videos

Video: Move your data into Microsoft Dynamics CRM

This video shows you how to import your data, such as lists of leads or contacts. Length: 3:13 minutes

Getting Started

Importing data overview

How do you import data into Microsoft Dynamics CRM? This article is an overview of the process of importing data into Microsoft Dynamics CRM using the Import Data Wizard.

Preparing data for import

Importing data that contains non-ASCII characters

Quick tip: How to import data that contains non-English characters into Microsoft Dynamics CRM.

Top 10 Ways to Clean Your Data

This article explains how to use Microsoft Office Excel to check the spelling in your data, remove duplicates, find and replace text, change the case of text, remove spaces and non-printing characters, fix dates and times, merge and split columns, and transform and rearrange columns.

Examples of importing into specific record types

Import your Outlook contacts into Microsoft Dynamics CRM

You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM.

Tutorial: Importing Outlook contact data that includes categories

You can import Outlook contact data that contains data in the Categories field into Microsoft Dynamics CRM.

Importing Outlook contact data that includes notes

You can import Outlook contact data that contains data in the Notes field into Microsoft Dynamics CRM.

Blog posts

Look-Up Data and the Microsoft Dynamics CRM Import Data Wizard

Import records that have references to existing records in Microsoft Dynamics CRM.

This blog post is for Microsoft Dynamics CRM Online November 2009 Service Update, but the content in the blog post is also useful to Microsoft Dynamics CRM 2011 users.

Supported file types in Data Import Wizard for Microsoft Dynamics CRM

Import data from different file formats.

This blog post is for Microsoft Dynamics CRM Online November 2009 Service Update, but the content in the blog post is also useful to Microsoft Dynamics CRM 2011 users.

Applies To:

Microsoft Dynamics CRM 2011

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)