Transcript of Video
In this video, we will show you how to import information into Microsoft Dynamics CRM Online. You may have information that is sitting in another system, such as Microsoft Office Excel, Microsoft Office Access, or other formats that you want to import into Microsoft Dynamics CRM Online to get you started. The main message is that you need this import file to be in a format called comma-delimited. This file format is where each field of information is separated by a comma. It is a popular format for exporting and importing information between systems.
In this example, we will import contacts into Microsoft Dynamics CRM Online. As you can see, we have no contacts in the system so far. We have a comma-delimited file that has all of our contact information including last name, first name, e-mail address and business phone. And this is the file that we are going to import in this example.
So, I now go back into Microsoft Dynamics CRM Online, I go to the Tools section and click on Import Data. It then asks us for the location of the data file that we want to import. So, we browse to this, and in this case, we have our contacts file sitting on the desktop. We leave everything set up with a quotation mark and comma as the delimiter, and now we have to fill in some information.
So, we’re going to pick the Record type, in this case it’s going to be importing contacts so we pick Contact from the drop-down list, and you’ll see that it automatically maps information into Microsoft Dynamics CRM Online. We also tell it that we don’t want to import duplicates, and we click Next.
Once we’re ready to go, we click the Import button, and it will go and import that information into Microsoft Dynamics CRM Online.
For me to be able to go and see what’s going on, I go into System Settings and System Jobs and I can see the progress of my import job. I can keep refreshing that list and it will give me the progress and when it’s completed, it will tell me that it’s completed successfully. I can click on that link and get more information in terms of what actually happened as far as the import is concerned.
If I click on the Contacts Created, there will be a list of all of the contacts that have now been set up in Microsoft Dynamics CRM Online. If I click on Failures, it will let me know any records that have failed the import. I’ll close that now and if I go back into the area for contacts, there we are there – all of the information is sitting in Microsoft Dynamics CRM Online ready for our users to make use of.
