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    Hello,

    I have imported accounts, contacts, leads and opportunities successfully into CRM 4, but cannot seem to be able to crack importing emails to or from those contacts or leads.  Does anyone have a detailed instruction about how this can be completed, especially if it includes what the required format of the To and From fields are?

    Thanks

    John
    • Changed type jv_oz Sunday, January 31, 2010 11:46 PM
    Sunday, January 31, 2010 10:56 PM

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    Did you tried in field To and From use lookup value not email address ?

    "Contact_First Name,Contact_LastName,<GUID_of_Contact>" or only GUID of contact

    Where Contact have email address have first.last@company.com.au.

    Because email address may not be unique like: support@microsoft.com

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, February 1, 2010 11:53 AM

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    Hi John,
    Are you importing data via Bulk Import or Data Migration Manager ? If you have already dictionary data (contacts) and you would like to map lookup fields (FROM and TO) you will need to provide more information which record it will be in contacts. the best way it's to add CRM GUID of contact.
    Here you will have more information:

    http://blog.sonomapartners.com/2008/03/using-the-nativ.html

    GUID of the single record you may find when you will open it and press F11 (fullscreen) and in the address will contain GUID of the record.
    If you will need to have GUIDs of more contacts I suggest to use Advanced Find and select those and export to Excel - one of the column will be GUID.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Sunday, January 31, 2010 11:16 PM
    Sunday, January 31, 2010 11:16 PM
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    Hi kgorczewski,

    Thanks for your reply. 

    I am using the Bulk Import feature.

    I have tried to import emails using initially the name, like First Last, then raw email address, like first.last@company.com.au, then the GUID, exported from either contacts or leads.  None of these seem to work when mapped into either the "To", "From", or "Torecipients" fields.

    Any thoughts?

    Cheers,

    John
    Sunday, January 31, 2010 11:37 PM
  • Question
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    Did you tried in field To and From use lookup value not email address ?

    "Contact_First Name,Contact_LastName,<GUID_of_Contact>" or only GUID of contact

    Where Contact have email address have first.last@company.com.au.

    Because email address may not be unique like: support@microsoft.com

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, February 1, 2010 11:53 AM