Microsoft CRM Data Import
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Microsoft CRM Data Import: A Comprehensive Guide
Overview
Importing data into Microsoft CRM doesn’t require tedious re-entry of information stored in applications like MS Excel, Word, or Outlook. With Microsoft CRM, you can efficiently import data, saving substantial time and effort.
Bulk Import Wizard
The Bulk Import Wizard is a powerful tool within Microsoft CRM that facilitates the importation of contacts, leads, accounts, marketing groups, and campaign responses. This feature is particularly beneficial for sales and marketing professionals who need routine data imports. The imported data is owned by the user who conducts the import.
How It Works
To use the wizard, store your data in either a CSV or a .TXT file. This tool allows you to import data into various CRM areas such as Contacts, Accounts, Campaign Responses, and Leads. Custom attributes can also be imported into these sections. Additionally, accounts, leads, and contacts can be directly added to marketing groups.
Common uses include importing data from purchased marketing lists or exporting contacts from Microsoft Outlook into a CSV file for import.
Limitations
While the Bulk Import Wizard is versatile, it doesn't support the import of attachments or notes. It can handle related records, such as linking a contact to a specific account, but this requires knowledge of the parent record's unique identifier in CRM beforehand.
Data Migration Framework
For more complex import needs, the Data Migration Framework is available. This tool is ideal when:
- Records need to be assigned to different CRM users.
- The data includes notes and attachments.
- You have a large volume of related records.
- Data is sourced from multiple origins.
- Data must be imported into applications beyond Accounts, Leads, Contacts, or Campaign Responses.
- The source data wasn’t created with Microsoft Office programs.
Using the Framework
The Data Migration Framework utilizes a staging database known as the Common Data Format (CDF) database. You compile your data into the CDF and then migrate it to its appropriate place in CRM through a wizard, facilitating seamless data import even into customized applications.
By leveraging these tools, Microsoft CRM makes data importation efficient and effective, streamlining your workflow and enhancing productivity.
You can find the original non-AI version of this article here: Microsoft CRM Data Import.
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