Key Points

  • The Import Data Wizard allows Microsoft Dynamics CRM users to import records in bulk by using a straightforward wizard that is available within the familiar application interface.

  • Data maps allow users to map data from a source file to its Microsoft Dynamics CRM target field. Data maps are reusable for future data import needs.

  • You need to provide a data map only if your column headings do not match the Microsoft Dynamics CRM column headings or if your list values do not match the values in the target mapping column.

  • You can view the status of a data import in the Imports view accessed from the Workplace area, while the import is running and after the import process has completed. You can view successes and failures by opening the related import record.

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