Your data is stored in spreadsheets, databases, or other systems, you’ll probably want to import all the data into Microsoft Dynamics CRM so you can keep track of all your customer information in one single place.
You can import any type of information, such as accounts,customers, leads or opportunities etc.
Here i am showing you the import process of Leads.
This blog demonstrate the Import process involved in Microsoft Dynamics CRM 2015.
1. Getting the required Template from System.
You’ll require the template to make your source file Import Ready. As Microsoft Dynamics CRM accepts a specified type and structure of source file to import data.
First, Go to Sales – Leads and download the Template.
2. Prepare your CSV file.
I. Give your source file name as “Lead.csv”
II. Add respective collumn headings as described in Leads Template.
It will Look Like,
3. Import Wizard
Now, navigate yourself to Sales – Leads and click on Import Data.
Once all set , click on Next.
Then click on Next, You’ll see the following screen.
Then you will see Review Mapping Summary, Review It and again click on Next.
-Select Owner for the Imported records ( Default it will be the Importer User)
– You can also provide Data Map name (Optional)
Finally, Click on Submit.
And then Finish.
Leads will get Imported in the system.
4. Check All Imports
To check all imports, Navigate to Settings – Data Management – Imports
This is the Import Wizard in Microsoft Dynamics CRM 2015.
Clear with step wise import of data in Microsoft Dynamics CRM 2015, To know more connect with us at Nevpro.