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Published: 4/12/2008
Updated: 11/2/2009
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You can use the following links to learn more about importing records to Microsoft Dynamics CRM using the Import Data Wizard. Detailed steps for preparing a source file for import and importing the file can be found in the Help topic Work with Imports.
For a table comparing the features of the Import Data Wizard and Data Migration Manager, see 3 ways to import data.
Getting Started
3 ways to import data
Don't waste time re-entering data. Use the correct tool to automate data entry into Microsoft Dynamics CRM from spreadsheets, documents, and legacy databases.
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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.
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Import troubleshooting
In this article you'll find information about troubleshooting when using the Import Data Wizard to import data to Microsoft Dynamics CRM.
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Data migration articles
You can use the links in this article to go to useful content about migrating records to Microsoft Dynamics CRM.
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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.
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Tips for a successful import
This blog post provides useful tips and shows screen shots showing data preparation and import.
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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 nonprinting characters, fix dates and times, merge and split columns, and transform and rearrange columns.
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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.
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Importing Outlook contact data that includes categories
You can import Outlook contact data that contains data in the Categories field into Microsoft Dynamics CRM.
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Importing Outlook contact data that includes notes
You can import Outlook contact data that contains data in the Notes field into Microsoft Dynamics CRM.
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Connect with campaign respondents in 4 steps
Responses have started flooding in to your e-mail quick campaign. Now what? How about a more focused e-mail blast to only the people who responded?
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Blog posts
CRM Data Import Tool
Download a data update tool to use to export Microsoft Dynamics CRM data, modify the data, and re-import the data.
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Tips for a successful import using the Import Wizard
Prepare your data for import into Microsoft Dynamics CRM.
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Use the Auto Mapping feature
Simplify your import by having your column headings match the display values in Microsoft Dynamics CRM.
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Import data tip
Use a small sample data file to speed up the import process.
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