CRM 2011: Steps to Import Data

Microsoft Dynamics CRM

Join

This question has suggested answer(s)

Posted by lana feldman

on 22 Jun 2012 11:05 AM

Hello All.

Could someone list the steps to load data in CRM from a spreadsheet.

I have a custom entity, that contains data already. I need to refresh the same columns. But there could be new records and some of the records may need to be deleted. What is the best way to do it? Thanks a lot. Lana

All Replies

Posted by Jerry Weinstock

on 22 Jun 2012 11:17 AM

Suggested Answer

Lana,

This will be a 3 step process.

1. Inside of CRM you will delete the records you no longer need (or deactivate them).

2. You can use the Export to Excel with Re-import to then edit the remaining records inside of Excel and then re-import them. blogs.msdn.com/.../leverage-microsoft-excel-to-edit-records.aspx

3. Then use the Import tool to import the new source file.

On the other hand if you need to do an insert update from the source file to the existing records then you will need to use a third party tool to do this.

Jerry
Microsoft Dynamics CRM MVP
CRM Innovation
Need a solution for CRM to help you manage Events or Email Marketing?
Follow me on Twitter

Jerry, Microsoft Dynamics CRM MVP
CRM Innovation - Consulting and Solutions
Need a solution for CRM to help you manage your Internet Lead Capture or Events or Email Marketing?
Follow me on Twitter