Import windows contacts to crm 2011
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sábado, 12 de maio de 2012 06:01
I want to import "windows contacts" to "CRM contacts", but I can't find any solution for that!! Do you know any solution ?!
Can I give help from Outlook contact list? (import in that and then import from outlook to CRM , or anything else!)
Thanks for your attention
Sarah
- Editado Sarah helmzadeh sábado, 12 de maio de 2012 06:04
- Editado Sarah helmzadeh sábado, 12 de maio de 2012 06:13
Todas as Respostas
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sábado, 12 de maio de 2012 06:07
Hi Sarah,
You can export the Windows Contacts as CSV file and import it into CRM.
Go to the Contact area and select Import Data

Then click on the Import Data menu item.

CRM will show the import dialog. All you need to do is to go through the process.
I hope this helps. If my response answered your question, please mark the response as an answer.
Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits
- Sugerido como Resposta Dimaz Pramudya (www.xrmbits.com) sábado, 12 de maio de 2012 06:07
- Marcado como Resposta Sarah helmzadeh sábado, 12 de maio de 2012 07:54
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sábado, 12 de maio de 2012 07:16
Hi Dimaz,
You're right .
I did that, but for unknown problem I couldn't see these contacts in my CRM! (of course I selected "active contacts" after importing) so I looked for another solution.
However, It work finally!
Thanks.
- Editado Sarah helmzadeh sábado, 12 de maio de 2012 07:17