Summary: Ms Dynamics CRM 2013 Data Import online training tutorials,materials free downloads.
The functionality to export data is persistent throughout the application. Similarly, so is the ability to import data in Microsoft Dynamics CRM 2013.
Import Templates:
Not found in Settings, Templates, but rather in Settings,Data Management, there exist data import templates, as shown in Figure.
Figure : Data management interface.
.When selected, users are presented with the option to download data templates for entities (including custom entities) by selecting the record type and clicking Download.
Save the export to your desktop and open in Excel. When you open the template in Excel, the attributes are available for population across the top of the spreadsheet (see Figure)
Where there are required attributes, such as Account Name, the column header is shown in bold. Additionally, there are tool tips on each of the columns that feature whether the field is required, and the character length and option sets are available in drop-down form.Use the downloaded template to populate with data that can be easily migrated using the Import Wizard.
Import Wizard
The Import Wizard has vastly increased in functionality with this version of Microsoft Dynamics CRM and now supports the following:
. Picklist and lookup mapping
. Multiple entity mapping from a single upload file
. Bulk update
To launch the Import Wizard and import data, follow these steps:
1. Either select Import Data from the Ribbon menu or select File, Tools, Import Data.
The Data Import Wizard opens, as shown in Figure below.
The Import Wizard will take the following files:
. CSV
. TXT
, XML
. ZIP
2. Select the file you want to upload—either a downloaded template or a custom import file—and select Next. If the system is able to recognize the data type, it will map to the target record automatically (see Figure)
3. Because the mapping is unknown in this case, unlike what we illustrated in step 2,we need to select the data map for the import.
4. Select the default data map for the import, and click Next to continue.
Because we have only one source file uploaded, in step 5 we need to select the record type from the drop-down (or in the case of multiple file uploads, to not map the data). Figure shows the options for record types that include custom entities.
5. Because our records are Trade Show Contacts, select the Record Type as Contact, and
then click Next to continue.
6. Because our source data is not able to map directly, we are prompted with mapping options as shown in Figure
Notice that the field mapping is broken down between required fields (the top part of the wizard) and ptional fields (the bottom part of the mapping). Additionally,notice where mapping occurred—in our example, First Name was mapped automatically,but Email Address was not. Either fix or correct the mappings, and select Next to continue.
7. To map the option set, select the option drop-down icon next to the drop-down section. You will be prompted with the option set mapping for the field.You can select the mapping values based on what is on the underlying data source or map the underlying data to values that exist in the CRM system.
View Import Status:
Opening a record by selecting Imports shows the following status of the import:
. Name of the import
. Status of the import (success, failure, and so on)
. Who created it and when
. When the import finished
. What the source document was called and its size
. What the mapping record type was
. Who owned the records after import
. The data map used
. Whether duplicate detection was enabled for the import
. Record results, consisting of failures, partials, and so forth
The functionality to export data is persistent throughout the application. Similarly, so is the ability to import data in Microsoft Dynamics CRM 2013.
Import Templates:
Not found in Settings, Templates, but rather in Settings,Data Management, there exist data import templates, as shown in Figure.
.When selected, users are presented with the option to download data templates for entities (including custom entities) by selecting the record type and clicking Download.
Save the export to your desktop and open in Excel. When you open the template in Excel, the attributes are available for population across the top of the spreadsheet (see Figure)
Where there are required attributes, such as Account Name, the column header is shown in bold. Additionally, there are tool tips on each of the columns that feature whether the field is required, and the character length and option sets are available in drop-down form.Use the downloaded template to populate with data that can be easily migrated using the Import Wizard.
Import Wizard
The Import Wizard has vastly increased in functionality with this version of Microsoft Dynamics CRM and now supports the following:
. Picklist and lookup mapping
. Multiple entity mapping from a single upload file
. Bulk update
To launch the Import Wizard and import data, follow these steps:
1. Either select Import Data from the Ribbon menu or select File, Tools, Import Data.
The Data Import Wizard opens, as shown in Figure below.
The Import Wizard will take the following files:
. CSV
. TXT
, XML
. ZIP
2. Select the file you want to upload—either a downloaded template or a custom import file—and select Next. If the system is able to recognize the data type, it will map to the target record automatically (see Figure)
3. Because the mapping is unknown in this case, unlike what we illustrated in step 2,we need to select the data map for the import.
Because we have only one source file uploaded, in step 5 we need to select the record type from the drop-down (or in the case of multiple file uploads, to not map the data). Figure shows the options for record types that include custom entities.
5. Because our records are Trade Show Contacts, select the Record Type as Contact, and
then click Next to continue.
6. Because our source data is not able to map directly, we are prompted with mapping options as shown in Figure
Notice that the field mapping is broken down between required fields (the top part of the wizard) and ptional fields (the bottom part of the mapping). Additionally,notice where mapping occurred—in our example, First Name was mapped automatically,but Email Address was not. Either fix or correct the mappings, and select Next to continue.
View Import Status:
Opening a record by selecting Imports shows the following status of the import:
. Name of the import
. Status of the import (success, failure, and so on)
. Who created it and when
. When the import finished
. What the source document was called and its size
. What the mapping record type was
. Who owned the records after import
. The data map used
. Whether duplicate detection was enabled for the import
. Record results, consisting of failures, partials, and so forth
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