Posts Tagged ‘Importing Customer Records into CRM’

Are you interested in learning how to create new record types or new fields in CRM Online? Check out this post on the MSCRM Team Blog by Veera Bansal – it describes how to utilize the Import Data Wizard inside of CRM Online to create new record type and new fields in the system. This enhanced feature of the Import Utility is explained in more detail in the November 2009 Service Update for CRM Online. Click here to view a previous post on this information.

Microsoft has a blog post on their MSCRM Team Blog that provides information towards importing more than one entity type (in this case, both Accounts and Contacts). The post contains numerous screenshots, which allows for a higher level of understanding towards the process flow to follow.