I regularly get requests for assistance with data migration challenges. Data migrations are never easy due to the differences in data values and formats that exist between systems. The easiest way to import data into Dynamics CRM is using the Track in CRM capabilities available within the Outlook client. But assuming your needs are to import a .csv file of leads (or other record type) the easiest method is to use the Import Wizard. To ensure you experience a successful data migration I recommend the following tips:
Step by Step Example
A majority of this data is taken from the CRM Online Help.
NOTE: The maximum size of the file that is supported by this import method is 4MB. If your source data is greater than 4MB or requires significant relationship mapping beyond the capabilities of this import tool I would recommend the Data Migration Manager or Scribe Insight.
- Eric Boocock