Microsoft Dynamics CRM Convert

Converting your CRM database from and to Microsoft

From MS CRM
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Importing Data into Microsoft Dynamics CRM

Tables

Importing data is likely to be your first step after you set up Microsoft Dynamics CRM. You need to bring data from your legacy databases and systems into Microsoft Dynamics CRM before you start using the data. You can use the Import Data Wizard to import many record types, such as accounts, contacts, and activities, into Microsoft Dynamics CRM.

You can also create new record types if you do not want to import data to the record types that already exist in Microsoft Dynamics CRM.  Everyone in your organization can use the Import Data Wizard, including people in sales, marketing, customer service, and administration.
 

To import data successfully into Microsoft Dynamics CRM, the data in your source files must map to the record types and fields in Microsoft Dynamics CRM.  You can easily map your data by using:

  • Data import templates that have all the necessary information to import data into any Microsoft Dynamics CRM record type.

  • The Automatic Mapping feature of the Import Data Wizard, which tries to automatically map the data for you based on your source files and the XML mapping definitions and prompts you for input only when required. If your source file uses column headings that match Microsoft Dynamics CRM display names, the file is automatically mapped.

  • Data maps that contain information about how data from a source system corresponds to data in Microsoft Dynamics CRM. You can use data maps if you frequently import data that is in the same format.

 

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 Microsoft CRM

CSV = Common Separated Values

XML = eXtensible Markup Language

 

ACCOUNT
ACCOUNT_EXT
ACCOUNT_INFO
ACTIVITY
ACTIVITY_INFO
ACTIVITYPARTY
ANNOTATION
ANNOTATION_INFO
BUILDVERSION
BUSINESSUNIT
BUSINESSUNIT_INFO
COMPETITOR
COMPETITOR_EXT
COMPETITOR_INFO
CONTACT
CONTACT_EXT
CONTACT_INFO
CUSTOMERADDRESS
CUSTOMERADDRESS_EXT
CUSTOMERADDRESS_INFO
DISCOUNT
DISCOUNT_INFO
DISCOUNTTYPE
DISCOUNTTYPE_INFO
DTPROPERTIES
ENTITYATTRIBUTE
ENTITYMIGRATIONINFO
FIELDLIST
INCIDENT
INCIDENT_EXT
INCIDENT_INFO
INVOICE
INVOICE_EXT
INVOICE_INFO
INVOICEDETAIL
INVOICEDETAIL_EXT
INVOICEDETAIL_INFO
LEAD
LEAD_EXT
LEAD_INFO
OPPORTUNITY
OPPORTUNITY_EXT
OPPORTUNITY_INFO
OPPORTUNITYPRODUCT
OPPORTUNITYPRODUCT_EXT
OPPORTUNITYPRODUCT_INFO
ORGANIZATION
ORGANIZATION_INFO
PRICELEVEL
PRICELEVEL_INFO
PRODUCT
PRODUCT_EXT
PRODUCT_INFO
PRODUCTPRICELEVEL
PRODUCTPRICELEVEL_INFO
QUOTE
QUOTE_EXT
QUOTE_INFO
QUOTEDETAIL
QUOTEDETAIL_EXT
QUOTEDETAIL_INFO
SALESORDER
SALESORDER_EXT
SALESORDER_INFO
SALESORDERDETAIL
SALESORDERDETAIL_EXT
SALESORDERDETAIL_INFO
SQLTABLE
STRINGMAP
STRINGMAPCRM
SUBJECT
SUBJECT_INFO
SYSTEMUSER
SYSTEMUSER_INFO
TERRITORY
TERRITORY_INFO
UOM
UOM_INFO
UOMSCHEDULE
UOMSCHEDULE_INFO
 

MicrosoftCRMHelp.com
 

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