[Applies to: Microsoft Dynamics CRM 4.0]
Microsoft Dynamics CRM Online provides several tools to add bulk data into Microsoft Dynamics CRM Online:
The Data Migration Manager is not available for download. Most of the features that are available in the Data Migration Manager are now available in the Import Data Wizard in Microsoft Dynamics CRM Online. However, if you want to use the Data Migration Manager, contact Technical Support at 877-CRM-CHOICE.
If you want to automate the import or migration process, you can use the information in the Microsoft Dynamics CRM SDK to write a custom import tool.
The Import Data Wizard is useful for importing data you have stored in a spreadsheet or importing leads that you have purchased. It can be used for importing data into most record types. The Import Data Wizard is designed for use by people in sales, marketing, and customer service to use with their own data. All imported data will be owned by the user who does the import, or, if the user has permission to create records, all records in an import can be assigned to another user. The Import Data Wizard can also import:
The data must be in a comma-separated value (CSV) file, a delimited text (.txt) file with columns delimited by commas, an XML Spreadsheet 2003 file, or a compressed (.zip) file. You can export or save data in comma-delimited format from many applications, such as Microsoft Office Excel, Microsoft Office Outlook contacts, and most databases. If your import file uses column headings that match Microsoft Dynamics CRM Online display names, the file is automatically mapped. If you frequently import data that is in the same format, to save time you can use a data map that you have created for your source to map your data.
Microsoft Dynamics CRM Online processes imports in the background. After an import completes, you can review the records that succeeded or failed to import. You can export failed records into a separate file so that you can fix them, and then try to import them again. Or, you can delete all records associated with an import.
If your system administrator has enabled duplicate detection during import, you can select whether to import duplicates. After an import completes, you also can run a duplicate-detection job to detect potential duplicates.