General Interest

Video: Using the Import Data Wizard

Learn how to prepare your files for import and how to use the Import Data Wizard to import files in a .csv or .txt format into Microsoft Dynamics CRM Online. The Import Data Wizard also supports importing records from a XML Spreadsheet 2003 (XMLSS) file (.xml) format) and a compressed file in a .zip format. It can also be used to import Outlook contacts into Microsoft Dynamics CRM Online.

You can also read step-by-step instructions for importing records in Work with Imports.

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Click the arrow to start the video..

To turn off the click instructions in this video, in the lower-right corner, click the up arrow icon UpArrow, and then click the Show Click Instructions icon ShowClickInstructions.

To dock the presenter script to a different position, in the lower-right corner, click the up arrow icon UpArrow, click the Presenter Script icon PresenterScript, and then click one of the options: Show Presenter Script Docked Left or Show Presenter Script Floating. To turn off the presenter script, click the up arrow icon UpArrow, click the Presenter Script icon PresenterScript, and then click Presenter Script Off.

Note

Trouble viewing the video on this page? Try watching it on YouTube instead: Using the Import Data Wizard

Related Links

Applies To:

Microsoft Dynamics CRM Online December 2012 Service Update

(For Microsoft Dynamics CRM 2013 topics, view the new Customer Center.)