Marketing in Motion

Getting started with Microsoft CRM usually requires importing existing data; generally customer and contact information.  This process is relatively easy to do.

As an example I imported new account and contact information into CRM Online.  I imported the Account information first.  I used the Import Data Wizard and the Default System Data Map.  I chose to not map the Primary Contact because the contact information was not yet in the system:

The Imports screen will show your current import and past imports.  There is also a nice feature connected to the Delete selection that allows you to delete the records that were created with a specific import.

You can click on the Import Name and see specific records that were imported successfully, and those that were not.

I created a short video to show this in action:  http://youtu.be/nopJEi1abI4