How to import from excel file, Stakeholders in opportunity form?
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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.
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
community.dynamics.com/.../import-data-to-microsoft-dynamics-crm-2011-using-import-template.aspx
Thank you Josh
Thank you Jason
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