Microsoft Dynamics CRM Data Management

Data is the most important element of any solution. The overall data management in CRM can be managed from the following navigation.
Settings > Data Management
Import, Sample data operations, mappings, encryption and all other data related tasks can be handled easily from the Data Management area. Managing data in in Microsoft Dynamics CRM includes importing data into CRM, cleaning up duplicate records, deleting data in bulk, and securing sensitive data through data encryption.

Microsoft Dynamics CRM Data Management

Data Maps

Data Maps are basically to define mapping of import file into CRM. There do exists a particular data map file format to create a new Data Map. When importing a new Data Map, the fil format should be in the specified format.

Microsoft Dynamics CRM Data Management

Import Data into CRM

The import process is easy and user friendly in CRM. It can be initiated by clicking the Imports link on the Data Management Area Page. Initially, the input file is required to import data.

Microsoft Dynamics CRM

The imported file is automatically mapped to the Data Map (Default) 

Microsoft Dynamics CRM

In case of successful mapping we get this infomation message

Microsoft Dynamics CRM

Before running the import finally, need to mention the following settings for Record duplicates and Owner for Imported Records.

 

Microsoft Dynamics CRM

Finally the results are shown like this on the same import screen

Microsoft Dynamics CRM

Import issues in case of any errors can be seen from the following screen by clicking the Import Name

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