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Video Blog – Import & Exporting Data with Dynamics CRM

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Microsoft Dynamics CRM supports the bulk data import and export of data and provides an import wizard to make this a simple task.

Export to Excel 

If they have been given appropriate permissions, users have the option of exporting their CRM data to an Excel worksheet, Word, PDF documents or even HTML.  In addition these can be static or dynamic exports.  With a dynamic export the spreadsheet will be automatically refreshed with the data from Dynamics CRM. 

The Dynamics CRM Data Import Wizard

Dynamics CRM is equipped with a data import wizard to make importing data into Dynamics CRM a simple task. Supported file formats include .xml, .csv and .txt.  ZIP files can also be imported containing any of the supported file types.

This video blog shows how to import and export data in Microsoft Dynamics CRM.


For more information and assistance on how to import and export data to and from Microsoft Dynamics CRM, please Contact Us for further information or visit the Video Tutorial page. If you would like to try out Dynamics CRM, we offer a .


About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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