How to create a view using codes from an excel spreadsheet

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Posted on by ilovecrm

Hi!

I am looking to be able to create a VIEW (advanced find) in Microsoft Dynamics CRM using a list of CLIENT CODES that I have populated in Microsoft Excel.

Is this possible? If so, how? The client codes are currently attached to the CRM file for each client.

I have been previously told that I will need to manually input each client code, however I have over 160 of these codes that need to populate in my view.

Help!

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What version of CRM are you using?

Have you imported the information into CRM

Do you want to make a system view (seen by everyone) or a personal view (seen by you).

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