General Interest

Download a template for data import

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

  1. In the Navigation Pane, click Settings, then under System, click Data Management, and then click Templates for Data Import.

    - OR -

    On the Get Started pane, click Download the Data Import Template.

  2. Select the record type for which you want to download the template, and then click Download.

  3. In the File Download box, click Save. Navigate to the location where you want to save the file, and then click Save.

    More information: About the Data Import Template.

Note
If you are using Microsoft Excel 2010, do not click Open. Clicking Open results in the error "The file is corrupt and cannot be opened." To avoid this, first save the file, and then open it. If the file still does not open, do the following:

  1. Add the Microsoft Dynamics CRM URL to your browser’s trusted site security zone.

  2. Unblock the security in the downloaded Excel file.

    1. Right-click the downloaded file, and click Properties.

    2. On the General tab, for Security, click Unblock.

  3. In Microsoft Excel 2010, enable Protected View for files originating from Internet.

    1. Open Excel 2010.

    2. Click the File tab, and then click Options.

    3. Click Trust Center, and then click Trust Center Settings.

    4. Click Protected View, and then select the Enable Protected View for files originating from Internet option.

See Also

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