Microsoft Dynamics CRM 2011 Unleashed

Import Templates

Not found in Settings, Templates, but rather in Settings, Data Management, there exist data import templates, as shown in Figure 29.1.

Figure 29.1 Data management interface.

When selected, users are presented with the option to download data templates for entities (including custom entities) by selecting the record type and clicking Download (see Figure 29.2).

Figure 29.2 Templates for data import.

Tip

You can also download the specific entity template from the entity directly by navigating to Import Data, and then choosing Download ...