[Applies to: Microsoft Dynamics CRM 4.0]

Data Management Area

Concepts:

Specify when duplicate detection can occur This task requires a special security role.

Create or edit a duplicate-detection rule This task requires a special security role.

Search for potential duplicate records

Import records from a file

View the progress and results of an import and correct errors

Create or edit a data map for use with import

Export a data map

Import a data map

Install the Data Migration Manager This task requires a special security role.

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