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Microsoft Dynamics CRM (Archived)

Dynamic CRM Import data - Stakeholders

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Posted on by 205

How to import from excel file, Stakeholders in opportunity form?

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  • Verified answer
    jlattimer Profile Picture
    24,562 on at
    RE: Dynamic CRM Import data - Stakeholders

    Settings -> Data Management -> Templates for Data Import. Choose "Connection" and download and save  the template.

    Fill in Connected To would be say the full name of a Contact, Role (To) is Stakeholder and then Connected From with the Opportunity Name

    Import the file from the Data Management page, but you might want to Edit the mappings on the screen that pops up after selecting the file to import. Limit the lookup on Connected From to just Contacts or whichever entities you've included and limit Connected To to just Opportunity - this should cut down errors when importing because of duplicate references.

  • Andreas Papanastasiou Profile Picture
    205 on at
    RE: Dynamic CRM Import data - Stakeholders

    Thanks Jason

    I downloaded the template but this template is .xml format. I want to xls format because is easier to import data. How to download .xls template or how to import a data from xml format.

    Thanks in advance

  • Verified answer
    Josh Thompson Profile Picture
    1,115 on at
    RE: Dynamic CRM Import data - Stakeholders

    community.dynamics.com/.../import-data-to-microsoft-dynamics-crm-2011-using-import-template.aspx

  • Andreas Papanastasiou Profile Picture
    205 on at
    RE: Dynamic CRM Import data - Stakeholders

    Thank you Josh

  • Andreas Papanastasiou Profile Picture
    205 on at
    RE: Dynamic CRM Import data - Stakeholders

    Thank you Jason

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