Data (Migration, Import, Export, Deletion, etc...)

Mass Data Import from XML, .CSV & .TXT
See below screenshots and video to guide you along importing data into your CRM.  You will need to have your data in a spreadsheet (must be Comma Separated ...
Thu, 25 Sep, 2014 at 10:19 AM
Outlook to CRM (via Export to CSV then CSV to CRM)
Below you will one of the ways to get contacts from Microsoft Outlook over to Dynamics CRM. This way will involve exporting your outlook contacts...
Tue, 25 Aug, 2015 at 10:12 AM
Outlook to CRM (via Outlook CRM plugin to CRM)
To add contacts directly from your Outlook into Dynamics CRM follow the below steps. 1.  Click On File, CRM, Import Contacts, then Add Contacts. ...
Mon, 10 Feb, 2014 at 10:05 AM
Test Data Deletion
For many of our clients we import test data into their system if they request us to do and this solution will walk you through how to remove the test data i...
Thu, 25 Sep, 2014 at 10:21 AM