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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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In this recipe, we will discuss how to import data using Import Wizard. During the data import process we will also create a custom data map and use it during the import process.
Please perform the following steps to import data within the Dynamics CRM 2011 system:
Log in to the Dynamics CRM 2011 system with system administrator or relevant security role.
Navigate to Settings | System | Data Management | Imports or alternatively to Workplace | My Work | Imports.
Click on the Import Data button in the top ribbon.
In the Upload Data File web pop-up, browse to a file that we intend to upload using the new data map to be created. After selecting the file, click on Next to proceed.
In the Review File Upload Summary page expand the Delimiter Settings section and verify the following delimiter settings before clicking on Next to continue:
Field delimiter: This delimiter is used to separate fields in the import file. The possible...
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