| crosoft CRM software, you don't need to | | | | You cannot import attachments or notes with the |
| re-enter data that you have stored in other | | | | Bulk Import Wizard. You can import related |
| applications such as a set of MS Excel | | | | records such as a contact record that has to do |
| spreadsheets or MS Word docs or even stored in | | | | with a specific account. However, However, |
| MS Office Outlook emails. There are different | | | | tracking the relationship means that you must |
| ways of importing this data directly into your | | | | look up the unique identifier for the parent record |
| Microsoft CRM database, thereby saving you a | | | | in your Microsoft CRM before you import the |
| great deal of time and energy. | | | | record of relevance. So, if you have a lot of |
| One feature is the Bulk Import Wizard. This | | | | relevant records that you need to import, or if |
| wizard imports your contacts, leads, accounts, | | | | you feel the need to import notes or |
| marketing groups, and campaign responses data. | | | | attachments, then you can use the Data Migration |
| It's an integral part of Microsoft CRM software | | | | Framework. |
| and can be used on a routine, even daily, basis by | | | | With the Microsoft CRM Data Migration |
| someone in sales or marketing. Whichever user | | | | Framework, you will be using it when: records |
| imports the data "owns" it. | | | | have to be assigned to different Microsoft CRM |
| This wizard is very useful for importing lists of | | | | users; your data to be imported includes notes |
| leads that you have bought or gathered together | | | | and attachments; the data includes a lot of |
| through emails and telephone calls. You have to | | | | relevant records; the data is coming from multiple |
| store the data in a CSV file or a .TXT file. The | | | | sources; the data needs to be imported into |
| wizard can import the data into the Contact, | | | | applications other than Account, Lead, Contact, or |
| Account, Campaign Response, and/or Lead areas | | | | Campaign Response; the source data was not |
| of Microsoft CRM. You can also import any | | | | created with a Microsoft Office program. You can |
| customized attributes to these areas. Accounts, | | | | use Data Migration Framework to import data into |
| leads, and contacts can be directly imported into a | | | | an array of other applications with Microsoft CRM |
| marketing group. One of the most common | | | | including customized ones. The framework uses a |
| utilizations of the Bulk Import Wizard is to import | | | | staging database called the Common Data Format |
| data into Microsoft CRM from a purchased | | | | database. You collect all of the various data into |
| marketing list. Another one is to use the wizard to | | | | the CDF, and then migrate it to the right places in |
| import contacts exported from Microsoft Outlook | | | | CRM using a wizard. |
| into a CSV file. | | | | |