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Excel and crm 2011 RRS feed

  • Question

  • Hi.Can you help me to solve the part of MS Dynamics CRM 2011 integration.I'd like to transfer the datas from excel to CRM, but don't know how.Can you give me some information about this or send me links?  

    Thanks!

    Friday, July 29, 2011 11:59 AM

Answers

All replies

  • There is lot of tutorials how import data to CRM 2011 but this is one of the best:

     

    http://www.powerobjects.com/blog/2010/10/01/crm-2011-data-import-wizard/

     

    KG


    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Marked as answer by gMary Wednesday, August 3, 2011 5:59 AM
    Friday, July 29, 2011 12:14 PM
  • Use Data Import Wizard.

    Go to resource center and there is a video about it. There are a lot blogs about it, just type "crm 2011 data import wizard" in google.

    Check this blog

    http://crmmongrel.blogspot.com/2011/03/in-depth-using-crm-2011-import-data.html

     

    I hope it helps


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Saturday, July 30, 2011 12:47 PM
    • Marked as answer by gMary Wednesday, August 3, 2011 6:00 AM
    Friday, July 29, 2011 2:08 PM
  • Hi,thanks for your reply.Now when I've tried to import this file I got an error,because headers  should be next to each other.If there is a way to avoid reediting this file. Thanks!


    Tuesday, August 2, 2011 12:30 PM
  • create a view that matches the headings of your file. export the data into excel or export as template. Then copy your data excluding header line and paste it in the template you created earlier. then you don't have to edit the individual column headers.

     


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Tuesday, August 2, 2011 1:05 PM