Import data from Excel to MS Dynamics CRM

Hello, let's take a quick look at how to import data from excel spreadsheet into the Microsoft Dynamics CRM. There are two things you have to do (apart from collecting all data you want to import of course).

1. Download a template

First, you need to download the excel template from Microsoft Dynamics CRM. By doing this you ensure that after you have populated it with your data you are still able to import it back without any problems. Go to the entity's page you want to import (leads, opportunities, accounts, etc.). Then click "Import Data" from the data tab inside the top ribbon and select "Download Template for Import". Please refer the picture below.

Save the template in any place you find suitable. Note that the template is actually XML file, so you don't necessarily need Microsoft Excel in order to populate it.

2. Import the populated template

Now once you have filled all data you are ready to import your file back. To do this go back to the entity's page you want to import and at this time select "Import data" from the same button as earlier. The rest should be self explanatory. Just follow the import wizard.