[Applies to: Microsoft Dynamics CRM 4.0]

Download template for data import

Can I do this task?

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

   - OR -

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

2. In the Record Type list, select the record type for which you want to download the template, and click Download.

   The template for the selected record type is downloaded to the location you specify.

   For more information about data import templates, see About the Data Import Template.