We are going on CRM 2015 online soon. We need to export out contacts form excel and then import into crm. Anyone know an easy quick way of doing this? We have Outlook 2007 but will be upgrading to 2013.
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Here is a great link www.youtube.com/watch
Once you export you will want to do a quick Dedup. Then go into the data management area of CRM and select import data. If you select the Outlook Mappings setting it should mad a lot of the fields for you.
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