Microsoft Dynamics CRM 2011 Data Management - Import, Export, Duplicate & Delete

Import

• CRM Import Files formats: XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Rext (.txt), Compressed files (.zip)
• Include a column for each required field on the entity into which you are importing the data.
• One import file for each type of entity. 
• Import multiple files into a single .zip file.
• Maximum 8 megabytes (MB) size for each import file. 
• Import Data Wizard basic process: Prepare the import files, Import the file and map the records & View the results and correct failures.
• Dynamics CRM allows you to create templates for your import that you can download from the system.  In the Settings area -> click Data Management - > click Templates for Data Import. OR On the application ribbon -> click the Import Data button -> select Download Template for Import.
• An import template outputs an XML file with all of the columns for the entity you selected:
• All possible data fields for the entity are included.
• All of the column headers are named and labeled correctly. 
• Required data field names are bold in the top row.
• Each cell provides additional information about the data that should go in the field, such as its  data type, maximum and minimum values, or maximum length.
• For option sets, the template displays a list of the possible values for the field. 
• If you try to enter a value that is not included in the option set or not in the format, you receive an error message
• On the application ribbon -> click the Import Data button OR click the File tab -> select Import  OR Data from the Tools menu -> The Import Data Wizard opens.