Importing Data into Microsoft CRM
March 13, 2009 by JFerguson
A challenge many people face is the myriad of ways importing data into Microsoft CRM can be performed, and choosing the best way for their current scenario.
Luckily, help is at hand … as on the dynamics site, a great tutorial exists to step you through your options.
To quote:
Every organization has data stored online about customers, products, leads, contacts, contracts, sales literature, competitors, and more. Perhaps you want to transfer this data to Microsoft Dynamics CRM as part of your initial implementation, or have purchased data after everyone was already using Microsoft Dynamics CRM. Wherever the data comes from, you can automate the process of importing it into Microsoft Dynamics CRM so that no one has to manually enter the data.
Take a look at the article here and if you need any assistance or advice, don’t hesitate to drop me an email.
‘til next time.
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