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Import data into Microsoft Dynamics CRM Online

Applies To: Microsoft Dynamics CRM Online

If you’ve completed a Microsoft Dynamics CRM Online free trial and are converting to a CRM Online paid subscription, you can easily remove the sample data and then import or enter your own data.

If your business data is currently located in other systems, you should import it into CRM Online. Depending on the amount and complexity of the data in other systems, there are several options for importing it.

If you’ve been using the sample data in a free trial of CRM Online, you can easily delete it before adding your business data.

  1. Follow the steps for the app you’re using.

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Data Management.

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Data Management.

  2. In the Data Management area, click or tap Sample Data.

  3. In the Sample Data dialog box, click or tap Remove Sample Data.

In CRM Online, contacts are people you do business with and accounts are the companies they work for. If your current Outlook contacts are the names of people that you do business with, importing the Outlook contacts is a streamlined process because the field names are the same in both systems.

After you install CRM for Outlook, you can use the Add Contacts Wizard to add contacts directly from Outlook into CRM Online. More information: Import contacts.

Using the CRM Online Import Data Wizard, you can import many types of customer data stored in comma-separated value (.csv) format. Many spreadsheet programs that you use to store data, such as Microsoft Office Excel, provide an option to convert the data into .csv format when you save it. Many browser-based email programs enable you to save your contacts information to a file in (.csv) format.

After the data is in a supported format, you can use the Import Data Wizard to import contact information that is stored in .csv, .txt, .xml, or .zip files.

More information: Import data.

noteNote
When you have verified that your imported data is correct, consider running a duplicate detection job on the imported data to identify and delete duplicated data. More information: Detect duplicate data.

See Also

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