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Importing notes into CRM dynamics 4.0

Hi all,

I am in the process of importing notes into a bunch of leads/ accounts into CRM, however when creating the data map I cannot locate the 'Notes' field in order to map the notes we want to import into the notes field within CRM.

Any ideas, suggestions would be greatly appreciated.

Many Thanks
Adrian

ASKER CERTIFIED SOLUTION

Chinmay Patel

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Chinmay Patel

Hi Adma1,

Kindly let me know if you need more help on this question.

Regards,
Chinmay.

Adma1

ASKER

Hi Chinmay,

Thanks for your responses,

The fields that I am attempting to map > import include the the following. Remembering that this data relates to 'Leads'.

Company Name
Address
Suburb
State
Postcode
Phone
Fax
Mobile
Website
Contact
Email
Notes <-- Not sure how to data map and import this.

Chinmay Patel

Did you check out the links I sent?

Adma1

ASKER

Hi Chinmay,

sorry for the delay, yes Ihad some more time today to go through your post and in particular the links. So it looks like I will need to first import the leads, in order to get the 'Regarding' value, then will these values have to be exported and populated into a list along side the relevant notes...

I am still a little confused.

SOLUTION

Chinmay Patel

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