Excel Import Tool for Microsoft Dynamics CRM 4.0

If you’re comfortable with Microsoft Excel, then this is the perfect tool for importing data into Dynamics CRM. The ConsultCRM Excel Import Tool is a powerful and effective add-on for Microsoft Dynamics CRM 4.0. It does not require IT skills and is ideal for:

·         Updating contact records

·         Managing price lists

·         Uploading email unsubscribe updates

Excel Import Overview:

·         Import any Excel spreadsheet into any CRM entity, including custom entities

·         Saves time when updating large amounts of data in Microsoft CRM

·         Empowers a CRM user to import their own spreadsheet based data into CRM without the need for expert assistance

·         Speeds up the whole data import process

·         Allows the user to validate the format of their data before importing

·         Import the data as many times as you like without risk of duplication

·         Import data with relationships to other CRM data without the need for extracting the existing IDs

·         Compatible with CRM language packs

·         Export your data from CRM into Excel, make changes in the spreadsheet and then import the changes back into CRM.

·         Update existing records or create new ones in CRM as appropriate.

The easy to follow import wizard guides the user through the straightforward process, allowing users to create and re-use data mappings in CRM.

The result is a data set in CRM and a reusable set of data maps in your Dynamics CRM system.

Send an email to info@consultCRM.co.uk to see a demonstation.