Simple Data Import Of Contacts In Dynamics 365 CRM

Introduction

In Dynamics 365 CRM, by using Out of the  Box Features one can easily import data with the use of Excel spreadsheets. In this post, I am going to show how one can easily import contacts as an example in Dynamics 365 CRM with the help of templates.

Step 1

Login to the trial / D365 CRM Environment by giving a username and password, if you want to know about how to create a trial environment you can refer to my earlier blogs as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure1

Step 2

Now navigate to entity Contact and select My Active Contacts view and click on download template as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure2

Step 3

In Step 2, when the user clicks on the Download template a new popup will open as shown below, and select on download which will download a predefined Excel template corresponding to My Active Contacts View,

Simple Data Import of Contacts in Dynamics CRM Figure3

Step 4

Open spreadsheet which is downloaded from step 3 and open it, it will look like below,

Simple Data Import of Contacts in Dynamics CRM Figure4

Step 5

As we are trying to create new contacts, delete existing rows as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure5

Step 6

After deleting rows from step 5, enter some contact information, here in the example I gave 2 contacts and saved them as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure6

Step 7

Now again go to the CRM Environment like in Step 3, and select 3 dots at the right and then select option Import from Excel as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure7

Step 8

After step 7, a new quick import from Excel shows and click on Choose File and select contact spreadsheet which was filled in Step 6 and click on open as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure8

Step 9

After step 8, click on the Next button as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure9

Step 10

After step 9, click on Finish Import as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure10

Step 11

After step 10, a message will be shown your data has been submitted for import, click on Done as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure11

Step 12

After Step 11, navigate to Settings -> Data Management as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure12

Step 13

After step 12, select Imports as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure13

Step 14

After step 13, select Imports and you can see 2 records that we have imported with status reason completed as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure14

Step 15

After Step 14, go to My active contacts screen and you could observe 2 new records created as shown below,

Simple Data Import of Contacts in Dynamics CRM Figure15

Note

  1. In case there are any mandatory fields then those fields to needs to be mapped
  2. Don’t change any column names of the Downloaded Excel Template of step 2.

Conclusion

In this way, one can easily do simple data import of contacts into Dynamics CRM with Out of Box features of Dynamics CRM.